|IE00B5456744 -- Ireland Fund|| |
EUR 210.52 2.32 1.09%
The entity has beta of -0.0129 which indicates as returns on market increase, returns on owning Vanguard SRI are expected to decrease at a much smaller rate. During bear market, Vanguard SRI is likely to outperform the market.. Although it is extremely important to respect Vanguard SRI Global
current price movements, it is better to be realistic regarding the information on equity historical returns. The philosophy towards measuring future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators
. By inspecting Vanguard SRI Global technical indicators
you can presently evaluate if the expected return of 0.0% will be sustainable into the future.
Vanguard SRI Global Relative Risk vs. Return Landscape
If you would invest 21,052
in Vanguard SRI Global Stock Instl EUR on October 16, 2018
and sell it today you would earn a total of 0.00
from holding Vanguard SRI Global Stock Instl EUR or generate 0.0%
return on investment over 30
days. Vanguard SRI Global Stock Instl EUR is generating negative expected returns and assumes 0.0% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Vanguard SRI Global Stock Instl EUR and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
Daily Expected Return (%)
Vanguard SRI Current Valuation
November 15, 2018
Vanguard SRI Market Risk Analysis
Sharpe Ratio = 0.0
Based on monthly moving average Vanguard SRI is performing at about 0% 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 SRI
by adding it to a well-diversified
Risk-Adjusted Fund Performance
Over the last 30 days Vanguard SRI Global Stock Instl EUR has generated negative risk-adjusted returns adding no value to fund investors.