Vanguard (Mexico) Performance
| VOO Etf | MXN 10,493 22.85 0.22% |
The entity has a beta of 0.19, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Vanguard's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vanguard is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Vanguard SP 500 has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong basic indicators, Vanguard is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
| Fifty Two Week Low | 6,460.00 | |
| Fifty Two Week High | 9,499.99 | |
| Trailing Annual Dividend Yield | 0.08% |
Vanguard |
Vanguard Relative Risk vs. Return Landscape
If you would invest 1,110,938 in Vanguard SP 500 on December 24, 2024 and sell it today you would lose (61,667) from holding Vanguard SP 500 or give up 5.55% of portfolio value over 90 days. Vanguard SP 500 is producing return of less than zero assuming 0.9972% volatility of returns over the 90 days investment horizon. Simply put, 8% of all etfs have less volatile historical return distribution than Vanguard, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Vanguard Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Vanguard SP 500, and traders can use it to determine the average amount a Vanguard's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0889
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | VOO |
Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Vanguard is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Vanguard by adding Vanguard to a well-diversified portfolio.
Vanguard Fundamentals Growth
Vanguard Etf prices reflect investors' perceptions of the future prospects and financial health of Vanguard, and Vanguard fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Vanguard Etf performance.
| Price To Earning | 7.20 X | |||
| Price To Book | 2.68 X | |||
| Price To Sales | 1.87 X | |||
| Total Asset | 709.8 B | |||
About Vanguard Performance
Evaluating Vanguard's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Vanguard has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund employs an indexing investment approach designed to track the performance of the Standard Poors 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. VANGUARD INDEX is traded on Mexico Stock Exchange in Mexico.| Vanguard SP 500 generated a negative expected return over the last 90 days | |
| The fund keeps 99.34% of its net assets in stocks |
Additional Information and Resources on Investing in Vanguard Etf
When determining whether Vanguard SP 500 is a strong investment it is important to analyze Vanguard's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Vanguard's future performance. For an informed investment choice regarding Vanguard Etf, refer to the following important reports:Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard SP 500. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.