Vanguard Charlotte (Mexico) Performance
| BNDX Etf | MXN 900.00 9.68 1.09% |
The entity has a beta of -0.54, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Vanguard Charlotte are expected to decrease at a much lower rate. During the bear market, Vanguard Charlotte is likely to outperform the market.
Risk-Adjusted Performance
24 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Charlotte Funds are ranked lower than 24 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak basic indicators, Vanguard Charlotte showed solid returns over the last few months and may actually be approaching a breakup point. ...more
| Fifty Two Week Low | 1,039.00 | |
| Fifty Two Week High | 1,110.00 |
Vanguard |
Vanguard Charlotte Relative Risk vs. Return Landscape
If you would invest 82,001 in Vanguard Charlotte Funds on March 21, 2024 and sell it today you would earn a total of 7,999 from holding Vanguard Charlotte Funds or generate 9.75% return on investment over 90 days. Vanguard Charlotte Funds is generating 0.4326% of daily returns and assumes 1.3624% volatility on return distribution over the 90 days horizon. Simply put, 12% of etfs are less volatile than Vanguard, and 92% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Vanguard Charlotte Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Charlotte's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Vanguard Charlotte Funds, and traders can use it to determine the average amount a Vanguard Charlotte'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 = 0.3175
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.36 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.43 actual daily | 8 92% of assets have higher returns |
Risk-Adjusted Return
| 0.32 actual daily | 24 76% of assets perform better |
Based on monthly moving average Vanguard Charlotte is performing at about 24% 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 Charlotte by adding it to a well-diversified portfolio.
Vanguard Charlotte Fundamentals Growth
Vanguard Etf prices reflect investors' perceptions of the future prospects and financial health of Vanguard Charlotte, and Vanguard Charlotte 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.
| Total Asset | 125.18 B | |||
About Vanguard Charlotte Performance
To evaluate Vanguard Charlotte Funds 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 Charlotte 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 Charlotte Funds 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 that measures the investment return of non-U.S. dollar-denominated investment-grade bonds. Vanguard Total is traded on Mexico Stock Exchange in Mexico.| The fund holds about 98.95% of its assets under management (AUM) in fixed income securities |
Other Information on Investing in Vanguard Etf
Vanguard Charlotte financial ratios help investors to determine whether Vanguard Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Charlotte security.