Vanguard Global Ex Us Fund Manager Performance Evaluation

VGRNX Fund  USD 83.19  0.14  0.17%   
The entity has a beta of 0.0177, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Vanguard Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vanguard Global is expected to be smaller as well.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Global Ex Us are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic 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 Ratio0.1100
  

Vanguard Global Relative Risk vs. Return Landscape

If you would invest  8,271  in Vanguard Global Ex Us on January 13, 2024 and sell it today you would earn a total of  48.00  from holding Vanguard Global Ex Us or generate 0.58% return on investment over 90 days. Vanguard Global Ex Us is currently producing 0.0117% returns and takes up 0.6663% volatility of returns over 90 trading days. Put another way, 5% 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.
  Expected Return   
       Risk  
Assuming the 90 days horizon Vanguard Global is expected to generate 10.5 times less return on investment than the market. In addition to that, the company is 1.13 times more volatile than its market benchmark. It trades about 0.02 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.21 per unit of volatility.

Vanguard Global Current Valuation

Fairly Valued
Today
83.19
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 has a current Real Value of $82.35 per share. The regular price of the fund is $83.19. We determine the value of Vanguard Global Ex 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  83.19 Real  82.35 Hype  83.33 Naive  82.84
The real value of Vanguard Mutual Fund, also known as its intrinsic value, is the underlying worth of Vanguard Global Ex Mutual Fund, which is reflected in its stock price. It is based on Vanguard Global's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Vanguard Global's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value 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 Vanguard Global's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
82.35
Real Value
91.66
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:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
80.8483.2185.57
Details
Hype
Prediction
LowEstimatedHigh
82.6683.3384.00
Details
Naive
Forecast
LowNext ValueHigh
82.1782.8483.50
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 = 0.0175

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Estimated Market Risk

 0.67
  actual daily
5
95% of assets are more volatile

Expected Return

 0.01
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.02
  actual daily
1
99% of assets perform better
Based on monthly moving average Vanguard Global is performing at about 1% 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 Global by adding it 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 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 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 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 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Vanguard Global Ex generated five year return of -3.0%
This fund keeps 98.02% 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 board of governors.
You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
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.