Vanguard SRI Global One Year Return vs. Equity Positions Weight Fundamental Analysis
Vanguard SRI Global Stock Instl EUR is currently considered the top fund in equity positions weight among similar funds. It is rated second overall fund in one year return among similar funds reporting about 0.13 of One Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to One Year Return for Vanguard SRI Global Stock Instl EUR is roughly 7.56 Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
|Equity Positions Weight ( % )|
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Vanguard SRI Global One Year Return Comparison
Vanguard SRI is currently under evaluation in one year return among similar funds.