Vanguard SRI (Ireland) Manager Performance Evaluation

IE00B76VTR58 -- Ireland Fund  

GBp 154.71  0.00  0.00%

The entity has beta of 0.0 which indicates the returns on MARKET and Vanguard SRI are completely uncorrelated. Although it is vital to follow to Vanguard SRI European current price movements, it is good to be conservative about what you can actually do with the information regarding 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 European technical indicators you can presently evaluate if the expected return of 0.2946% will be sustainable into the future.
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Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard SRI European Stock GBP are ranked lower than 52 (%) of all funds and portfolios of funds over the last 30 days. Despite somewhat weak basic indicators, Vanguard SRI sustained solid returns over the last few months and may actually be approaching a breakup point.
Fifty Two Week Low136.67
Fifty Two Week High161.63
Horizon     30 Days    Login   to change

Vanguard SRI European Relative Risk vs. Return Landscape

If you would invest  14,675  in Vanguard SRI European Stock GBP on April 26, 2019 and sell it today you would earn a total of  796.00  from holding Vanguard SRI European Stock GBP or generate 5.42% return on investment over 30 days. Vanguard SRI European Stock GBP is generating 0.2946% of daily returns and assumes 0.3788% volatility on return distribution over the 30 days horizon. Simply put, 3% of equities are less volatile than Vanguard SRI and 95% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 

Vanguard SRI Current Valuation

Not valued
May 26, 2019
154.71
Market Value
0.00
Real Value
0.00
Upside
Vanguard SRI is Unknown risk asset. Vanguard SRI European current Real Value cannot be determined due to lack of data. The regular price of Vanguard SRI European is p;154.71. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Vanguard SRI European from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to buy undervalued stocks and to dispose of overvalued stocks since at some point securities prices and their ongoing real values will draw towards each other.

Vanguard SRI Market Risk Analysis

Sharpe Ratio = 0.7776
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Vanguard SRI Relative Performance Indicators

Estimated Market Risk
 0.38
  actual daily
 
 3 %
of total potential
 
33
Expected Return
 0.29
  actual daily
 
 5 %
of total potential
 
55
Risk-Adjusted Return
 0.78
  actual daily
 
 52 %
of total potential
 
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Based on monthly moving average Vanguard SRI is performing at about 52% 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 portfolio.

Vanguard SRI Alerts

Equity Alerts and Improvement Suggestions

Vanguard SRI is not yet fully synchronised with the market data
On March 29, 2019 Vanguard SRI paid p; 0.8121 per share dividend to its current shareholders
The fund retains 99.86% of its assets under management (AUM) in equities
Please also check Risk vs Return Analysis. Please also try Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
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