Vanguard Financials Index Etf Performance
| VFH Etf | USD 99.72 0.10 0.10% |
The entity has a beta of 0.47, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Vanguard Financials' returns are expected to increase less than the market. However, during the bear market, the loss of holding Vanguard Financials 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 Financials Index are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. Despite fairly conflicting technical and fundamental indicators, Vanguard Financials may actually be approaching a critical reversion point that can send shares even higher in May 2024. ...more
1 | Vanguard Financials ETF Shares Purchased by Essex Financial Services Inc. | 03/08/2024 |
2 | Cornerstone Wealth Management LLC Reduces Position in Vanguard Financials Index Fund ETF Shares NYSEARCA ... - Defense World | 03/20/2024 |
3 | Vanguard Financials ETF declares quarterly distribution of 0.3997 | 03/27/2024 |
4 | Should You Invest in the Vanguard Financials ETF - Yahoo Movies UK | 04/08/2024 |
5 | Crestwood Advisors Group LLC Acquires 774 Shares of Vanguard Financials ETF - Defense World | 04/15/2024 |
6 | Should You Invest in the Fidelity MSCI Financials Index ETF | 04/23/2024 |
| In Threey Sharp Ratio | 0.38 |
Vanguard |
Vanguard Financials Relative Risk vs. Return Landscape
If you would invest 9,365 in Vanguard Financials Index on January 26, 2024 and sell it today you would earn a total of 607.00 from holding Vanguard Financials Index or generate 6.48% return on investment over 90 days. Vanguard Financials Index is generating 0.1028% of daily returns assuming volatility of 0.7899% on return distribution over 90 days investment horizon. In other words, 6% of etfs are less volatile than Vanguard, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Vanguard Financials Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Financials' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Vanguard Financials Index, and traders can use it to determine the average amount a Vanguard Financials' 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 = 0.1301
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Estimated Market Risk
| 0.79 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Vanguard Financials is performing at about 10% 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 Financials by adding it to a well-diversified portfolio.
Vanguard Financials Fundamentals Growth
Vanguard Etf prices reflect investors' perceptions of the future prospects and financial health of Vanguard Financials, and Vanguard Financials 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.
| Price To Earning | 15.43 X | |||
| Price To Book | 1.31 X | |||
| Price To Sales | 2.28 X | |||
| Total Asset | 9.56 B | |||
About Vanguard Financials Performance
To evaluate Vanguard Financials Index 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 Financials 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 Financials Index 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 MSCI US Investable Market Index Financials 2550, an index made up of stocks of large, mid-size, and small U.S. companies within the financials sector, as classified under the Global Industry Classification Standard . Financial ETF is traded on NYSEARCA Exchange in the United States.| Latest headline from zacks.com: Should You Invest in the Fidelity MSCI Financials Index ETF | |
| The fund keeps 99.67% of its net assets in stocks |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Financials Index. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the Vanguard Financials Index information on this page should be used as a complementary analysis to other Vanguard Financials' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
The market value of Vanguard Financials Index is measured differently than its book value, which is the value of Vanguard that is recorded on the company's balance sheet. Investors also form their own opinion of Vanguard Financials' value that differs from its market value or its book value, called intrinsic value, which is Vanguard Financials' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Vanguard Financials' market value can be influenced by many factors that don't directly affect Vanguard Financials' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Vanguard Financials' value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Financials is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Financials' 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.