Vanguard Global Ex Us Fund Manager Performance Evaluation

VGRLX Fund  USD 24.35  0.20  0.81%   
The entity has a beta of 0.97, which indicates possible diversification benefits within a given portfolio. Vanguard Global returns are very sensitive to returns on the market. As the market goes up or down, Vanguard Global is expected to follow. Even though it is essential to pay attention to Vanguard Global Ex-us current price movements, it is always good to be careful when utilizing equity historical returns.

Risk-Adjusted Performance

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Over the last 90 days Vanguard Global Ex Us has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential indicators, Vanguard Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio Date27th of February 2023
Expense Ratio0.1200
  

Vanguard Global Relative Risk vs. Return Landscape

If you would invest  2,513  in Vanguard Global Ex Us on December 1, 2023 and sell it today you would lose (78.00) from holding Vanguard Global Ex Us or give up 3.1% of portfolio value over 90 days. Vanguard Global Ex Us is currently producing negative expected returns and takes up 0.9843% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Vanguard, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
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       Risk  
Assuming the 90 days horizon Vanguard Global is expected to under-perform the market. In addition to that, the company is 1.53 times more volatile than its market benchmark. It trades about -0.05 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.2 per unit of volatility.

Vanguard Global Current Valuation

Fairly Valued
Today
24.35
Please note that Vanguard Global's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Vanguard Global Ex-us has a current Real Value of $24.56 per share. The regular price of the fund is $24.35. We determine the value of Vanguard Global Ex-us from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Our valuation method for Vanguard Global Ex Us is useful when determining the fair value of the Vanguard mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Vanguard Global. Since Vanguard Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Global's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  24.35 Real  24.56 Hype  24.35
The real value of a stock, also known as the intrinsic value, is the underlying worth of a company that is reflected in its stock price. It is based on the company's financial performance, assets, liabilities, growth prospects, management team, industry conditions, and other relevant factors. The real value of a stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, price-to-book ratio, and other valuation metrics. The real value of a stock may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence the stock's price. It is important to note that the real value of a stock is not a fixed number and may change over time based on changes in the company's performance and other relevant factors.
24.56
Real Value
25.54
Upside
Estimating the potential upside or downside of Vanguard Global Ex Us helps investors to forecast how Vanguard mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Vanguard Global more accurately as focusing exclusively on Vanguard Global's fundamentals will not take into account other important factors:
Hype
Prediction
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23.3724.3525.33
Details

Vanguard Global Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vanguard Global Ex Us, and traders can use it to determine the average amount a Vanguard Global'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 = -0.0485

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Estimated Market Risk

 0.98
  actual daily
8
92% of assets are more volatile

Expected Return

 -0.05
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Most of other assets have higher returns

Risk-Adjusted Return

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Most of other assets perform better
Based on monthly moving average Vanguard Global is not performing at its full potential. However, 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 Global by adding Vanguard Global to a well-diversified portfolio.

Vanguard Global Fundamentals Growth

Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard Global, and Vanguard Global 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 Mutual Fund performance.

About Vanguard Global Performance

To evaluate Vanguard Global Ex-us Mutual Fund 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 Global 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 Mutual Fund'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 Global Ex-us 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 fund employs an indexing investment approach designed to track the performance of the SP Global ex-U.S. Property Index, a float-adjusted, market-capitalization-weighted index that measures the equity market performance of international real estate stocks in both developed and emerging markets. The index is composed of stocks of publicly traded equity real estate investment trusts and certain real estate management and development companies .

Things to note about Vanguard Global Ex-us performance evaluation

Checking the ongoing alerts about Vanguard Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Global Ex-us help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Vanguard Global generated a negative expected return over the last 90 days
Vanguard Global Ex-us generated five year return of -3.0%
This fund keeps 95.55% of its net assets in stocks
Evaluating Vanguard Global's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Vanguard Global's mutual fund performance include:
  • Analyzing Vanguard Global's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Vanguard Global's stock is overvalued or undervalued compared to its peers.
  • Examining Vanguard Global's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Vanguard Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard Global's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Vanguard Global's mutual fund. These opinions can provide insight into Vanguard Global's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Vanguard Global's mutual fund performance is not an exact science, and many factors can impact Vanguard Global's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Global Ex Us. Also, note that the market value of any Mutual Fund could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis.
You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.

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When running Vanguard Global's price analysis, check to measure Vanguard Global's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Vanguard Global is operating at the current time. Most of Vanguard Global's value examination focuses on studying past and present price action to predict the probability of Vanguard Global's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Vanguard Global's price. Additionally, you may evaluate how the addition of Vanguard Global to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Vanguard Global's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Global is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Global's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.