Vanguard World (Mexico) Performance
| VDE Etf | MXN 2,252 21.84 0.98% |
The entity has a beta of 0.53, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Vanguard World's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vanguard World is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard World are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. In spite of fairly unfluctuating technical and fundamental indicators, Vanguard World showed solid returns over the last few months and may actually be approaching a breakup point. ...more
| Fifty Two Week Low | 1,511.74 | |
| Fifty Two Week High | 1,976.50 |
Vanguard |
Vanguard World Relative Risk vs. Return Landscape
If you would invest 196,100 in Vanguard World on January 24, 2024 and sell it today you would earn a total of 29,100 from holding Vanguard World or generate 14.84% return on investment over 90 days. Vanguard World is generating 0.2387% of daily returns assuming 1.2692% volatility of returns over the 90 days investment horizon. Simply put, 11% of all etfs have less volatile historical return distribution than Vanguard World, and 96% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Vanguard World Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard World's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Vanguard World, and traders can use it to determine the average amount a Vanguard World'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 = 0.188
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.27 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Vanguard World is performing at about 14% of its full potential. 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 World by adding it to a well-diversified portfolio.
Vanguard World Fundamentals Growth
Vanguard Etf prices reflect investors' perceptions of the future prospects and financial health of Vanguard World, and Vanguard World 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 | 38.64 X | |||
| Price To Book | 1.67 X | |||
| Price To Sales | 1.40 X | |||
| Total Asset | 4.03 B | |||
About Vanguard World Performance
To evaluate Vanguard World Etf as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Vanguard World generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Vanguard Etf's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Vanguard World market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Vanguard's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The investment seeks to track the performance of a benchmark index. VANGUARD WORLD is traded on Mexico Stock Exchange in Mexico.| Vanguard World generated five year return of -8.0% | |
| This fund keeps 99.02% of its net assets in stocks |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard World. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. Note that the Vanguard World information on this page should be used as a complementary analysis to other Vanguard World's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.