Vulcan Value Partners Etf Performance
| VVISX Etf | USD 12.76 0.04 0.31% |
The entity has a beta of -0.11, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Vulcan Value are expected to decrease at a much lower rate. During the bear market, Vulcan Value is likely to outperform the market.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Vulcan Value Partners are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. In spite of fairly weak basic indicators, Vulcan Value showed solid returns over the last few months and may actually be approaching a breakup point. ...more
| Expense Ratio | 1.0000 |
Vulcan Value Relative Risk vs. Return Landscape
If you would invest 1,116 in Vulcan Value Partners on April 27, 2025 and sell it today you would earn a total of 160.00 from holding Vulcan Value Partners or generate 14.34% return on investment over 90 days. Vulcan Value Partners is currently producing 0.2191% returns and takes up 1.1216% volatility of returns over 90 trading days. Put another way, 10% of traded etfs are less volatile than Vulcan, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Vulcan Value Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vulcan Value's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Vulcan Value Partners, and traders can use it to determine the average amount a Vulcan Value'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 = 0.1953
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | VVISX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.12 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Vulcan Value is performing at about 15% 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 Vulcan Value by adding it to a well-diversified portfolio.
Vulcan Value Fundamentals Growth
Vulcan Etf prices reflect investors' perceptions of the future prospects and financial health of Vulcan Value, and Vulcan Value 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 Vulcan Etf performance.
| Total Asset | 1.1 B | ||||
About Vulcan Value Performance
Evaluating Vulcan Value's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vulcan Value has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Vulcan Value has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks to achieve long-term capital appreciation by investing primarily in publicly traded small-cap companies the fund believes to be both undervalued and possessing a sustainable competitive advantage. The fund seeks to determine business or intrinsic value through disciplined financial analysis. The fund may invest up to 30 percent of net assets in publicly traded foreign securities and may hold up to 15 percent of net assets in illiquid securities. It is non-diversified.| The fund keeps about 5.1% of its net assets in cash |
Other Information on Investing in Vulcan Etf
Vulcan Value financial ratios help investors to determine whether Vulcan 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 Vulcan with respect to the benefits of owning Vulcan Value security.