Vanguard Dividend Appreciation Etf Performance
| VGH Etf | CAD 66.60 0.24 0.36% |
The entity has a beta of 0.42, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Vanguard Dividend's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vanguard Dividend is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Dividend Appreciation are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy technical indicators, Vanguard Dividend is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
| In Threey Sharp Ratio | 0.25 |
Vanguard |
Vanguard Dividend Relative Risk vs. Return Landscape
If you would invest 6,282 in Vanguard Dividend Appreciation on August 31, 2024 and sell it today you would earn a total of 378.00 from holding Vanguard Dividend Appreciation or generate 6.02% return on investment over 90 days. Vanguard Dividend Appreciation is generating 0.0964% of daily returns assuming 0.6609% volatility of returns over the 90 days investment horizon. Simply put, 5% of all etfs have less volatile historical return distribution than Vanguard Dividend, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Vanguard Dividend Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Dividend's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Vanguard Dividend Appreciation, and traders can use it to determine the average amount a Vanguard Dividend'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 = 0.1459
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | VGH | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.66 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Vanguard Dividend is performing at about 11% 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 Dividend by adding it to a well-diversified portfolio.
Vanguard Dividend Fundamentals Growth
Vanguard Etf prices reflect investors' perceptions of the future prospects and financial health of Vanguard Dividend, and Vanguard Dividend 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 | 19.96 X | |||
| Total Asset | 249.6 M | |||
About Vanguard Dividend Performance
By examining Vanguard Dividend's fundamental ratios, stakeholders can obtain critical insights into Vanguard Dividend's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Vanguard Dividend is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The ETF seeks to track, to the extent reasonably possible and before fees and expenses, the performance of a U.S. equity index that measures the investment return of common stocks of U.S. companies that have a record of increasing dividends over time, which Index is hedged to the Canadian dollar. VANGUARD is traded on Toronto Stock Exchange in Canada.| The fund keeps 99.97% 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 Dividend Appreciation. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.