Vulcan Value Partners Etf Performance
| VVISX Etf | USD 12.51 0.11 0.87% |
The entity has a beta of 0.91, which indicates possible diversification benefits within a given portfolio. Vulcan Value returns are very sensitive to returns on the market. As the market goes up or down, Vulcan Value is expected to follow.
Risk-Adjusted Performance
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Over the last 90 days Vulcan Value Partners has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong basic indicators, Vulcan Value is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
| Expense Ratio | 1.0000 |
Vulcan |
Vulcan Value Relative Risk vs. Return Landscape
If you would invest 1,304 in Vulcan Value Partners on September 15, 2024 and sell it today you would lose (53.00) from holding Vulcan Value Partners or give up 4.06% of portfolio value over 90 days. Vulcan Value Partners is currently producing negative expected returns and takes up 0.8719% volatility of returns over 90 trading days. Put another way, 7% of traded etfs are less volatile than Vulcan, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Vulcan Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vulcan Value's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Vulcan Value Partners, and traders can use it to determine the average amount a Vulcan Value'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 = -0.0689
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| Negative Returns | VVISX |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Vulcan Value 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 Vulcan Value by adding Vulcan Value to a well-diversified portfolio.
Vulcan Value Fundamentals Growth
Vulcan Etf prices reflect investors' perceptions of the future prospects and financial health of Vulcan Value, and Vulcan Value 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 Vulcan Etf performance.
| Total Asset | 1.1 B | ||||
About Vulcan Value Performance
Evaluating Vulcan Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vulcan Value 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 Vulcan Value 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 seeks to achieve long-term capital appreciation by investing primarily in publicly traded small-cap companies the fund believes to be both undervalued and possessing a sustainable competitive advantage. The fund seeks to determine business or intrinsic value through disciplined financial analysis. The fund may invest up to 30 percent of net assets in publicly traded foreign securities and may hold up to 15 percent of net assets in illiquid securities. It is non-diversified.| Vulcan Value generated a negative expected return over the last 90 days | |
| The fund generated three year return of -11.0% | |
| Vulcan Value Partners keeps about 5.1% of its net assets in cash |
Other Information on Investing in Vulcan Etf
Vulcan Value financial ratios help investors to determine whether Vulcan Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vulcan with respect to the benefits of owning Vulcan Value security.