Vmavx Fund Manager Performance Evaluation
| VMAVX Fund | 11.02 0.05 0.46% |
The entity has a beta of -0.0777, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Vmavx are expected to decrease at a much lower rate. During the bear market, Vmavx is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Vmavx are ranked lower than 25 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Vmavx may actually be approaching a critical reversion point that can send shares even higher in August 2025.
...moreVmavx |
Vmavx Relative Risk vs. Return Landscape
If you would invest 1,005 in Vmavx on April 26, 2025 and sell it today you would earn a total of 97.00 from holding Vmavx or generate 9.65% return on investment over 90 days. Vmavx is currently producing 0.1523% returns and takes up 0.475% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than Vmavx, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Vmavx Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vmavx's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vmavx, and traders can use it to determine the average amount a Vmavx'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 = 0.3206
| Best Portfolio | Best Equity | |||
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| Small Returns | VMAVX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.48 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.15 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.32 actual daily | 25 75% of assets perform better |
Based on monthly moving average Vmavx is performing at about 25% 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 Vmavx by adding it to a well-diversified portfolio.
Things to note about Vmavx performance evaluation
Checking the ongoing alerts about Vmavx for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vmavx help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Vmavx's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Vmavx's mutual fund performance include:- Analyzing Vmavx'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 Vmavx's stock is overvalued or undervalued compared to its peers.
- Examining Vmavx'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 Vmavx's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vmavx's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vmavx's mutual fund. These opinions can provide insight into Vmavx's potential for growth and whether the stock is currently undervalued or overvalued.
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