Vanguard Small Cap Value Etf Performance
| VBR Etf | USD 199.65 2.16 1.09% |
The entity has a beta of 1.2, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Vanguard Small will likely underperform.
Risk-Adjusted Performance
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Over the last 90 days Vanguard Small Cap Value has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable fundamental drivers, Vanguard Small is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors. ...more
1 | Creative Financial Designs Inc. ADV Cuts Stock Holdings in Vanguard Small-Cap Value ETF | 11/01/2024 |
2 | Prediction This Vanguard ETF Will Outperform the SP 500 Over the Next 12 Months | 11/18/2024 |
3 | Thompson Siegel Walmsley LLC Increases Stock Position in Vanguard Small-Cap Value ETF | 11/21/2024 |
4 | Hardy Reed LLC Has 1.49 Million Stock Position in Vanguard Small-Cap Value ETF | 11/27/2024 |
5 | Should SPDR SP 600 Small Cap Value ETF Be on Your Investing Radar | 12/02/2024 |
6 | Should Invesco SP SmallCap Value with Momentum ETF Be on Your Investing Radar | 12/06/2024 |
7 | Vanguard ETF news vanguard small-cap value etf is near its all-time high - Markets.com | 12/09/2024 |
8 | Should Invesco SP SmallCap 600 Pure Value ETF Be on Your Investing Radar | 12/11/2024 |
9 | Vanguard Small-Cap Value ETF declares quarterly distribution of 1.0911 | 12/20/2024 |
| In Threey Sharp Ratio | 0.38 |
Vanguard |
Vanguard Small Relative Risk vs. Return Landscape
If you would invest 19,960 in Vanguard Small Cap Value on September 22, 2024 and sell it today you would earn a total of 5.00 from holding Vanguard Small Cap Value or generate 0.03% return on investment over 90 days. Vanguard Small Cap Value is generating 0.0058% of daily returns assuming volatility of 1.0539% on return distribution over 90 days investment horizon. In other words, 9% of etfs are less volatile than Vanguard, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Vanguard Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Small's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Vanguard Small Cap Value, and traders can use it to determine the average amount a Vanguard Small'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 = 0.0055
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | VBR |
Estimated Market Risk
| 1.05 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Vanguard Small 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 Small by adding Vanguard Small to a well-diversified portfolio.
Vanguard Small Fundamentals Growth
Vanguard Etf prices reflect investors' perceptions of the future prospects and financial health of Vanguard Small, and Vanguard Small 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 | 8.29 X | |||
| Price To Book | 1.72 X | |||
| Price To Sales | 0.93 X | |||
| Earnings Per Share | 10.16 X | |||
| Total Asset | 46.03 B | |||
About Vanguard Small Performance
Assessing Vanguard Small's fundamental ratios provides investors with valuable insights into Vanguard Small's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Vanguard Small is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. 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 CRSP US Small Cap Value Index, a broadly diversified index of value stocks of small U.S. companies. Smallcap Value is traded on NYSEARCA Exchange in the United States.| Latest headline from seekingalpha.com: Vanguard Small-Cap Value ETF declares quarterly distribution of 1.0911 | |
| The fund keeps 99.09% 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 Small Cap Value. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
The market value of Vanguard Small Cap 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 Small's value that differs from its market value or its book value, called intrinsic value, which is Vanguard Small's 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 Small's market value can be influenced by many factors that don't directly affect Vanguard Small's 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 Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Small'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.