Relative Risk vs. Return Landscape
If you would invest 3,256
in Vanguard Windsor II Inv on April 21, 2013
and sell it today you would earn a total of 206.00
from holding Vanguard Windsor II Inv or generate 6.33%
return on investment over 30
days. Vanguard Windsor II Inv is currently producing 0.35% returns and takes up 0.56% volatility of returns over 30 trading days. Put another way, 7% of traded equities are less volatile than the company and 80% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
Daily Expected Return (%)
Assuming 30 trading days horizon, Vanguard Windsor II Inv is expected to generate 1.02 times more return on investment than the market. However, the company is 1.02 times more volatile than its market benchmark. It trades about 0.62 of its potential returns per unit of risk. The S&P 500 is currently generating roughly 0.56 per unit of risk.
Vanguard Price to Book
Based on latest financial disclosure the price to book indicator of Vanguard Windsor II Inv is roughly 1.59 times. This is 16.91% higher than that of Vanguard family, and about the same as Large Value
(which currently averages 1.586) category, The Price to Book for all funds is 52.88% lower than the firm.
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Vanguard Year to Date Return
Vanguard Windsor II Inv has Year to Date Return of 5.72%. This is 16.5% higher than that of Vanguard family, and 34.7% lower than that of Large Value
category, The Year to Date Return for all funds is 88.16% lower than the firm.
Year-To-Date typically refers to a period starting from the beginning of the current year, and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Vanguard Price to Earning vs Price to Book
Vanguard Windsor II Inv is rated below average
in price to earning among similar funds. It is rated below average
in price to book among similar funds fabricating about 0.14
of Price to Book per Price to Earning. The ratio of Price to Earning to Price to Book for Vanguard Windsor II Inv is roughly 7.11