If investors are looking at the Non US – Equity fund category, make sure to pass over Vanguard International Value Fund (VTRIX). VTRIX bears a Zacks Mutual Fund Rank of 5 (Strong Sell), which is based on various forecasting factors like size, cost, and past performance.

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VTRIX is classified in the Non US – Equity area by Zacks, and this segment is full of potential. Non US – Equity funds focus their investments on companies outside of the United States, which is an important distinction since global mutual funds tend to keep a sizable portion of their portfolio based in the United States. Most of these funds will allocate across emerging and developed markets, and can often extend across cap levels too.

Vanguard Group is based in Malvern, PA, and is the manager of VTRIX. The Vanguard International Value Fund made its debut in May of 1983 and VTRIX has managed to accumulate roughly $12.66 billion in assets, as of the most recently available information. The fund is currently managed by a team of investment professionals.

Of course, investors look for strong performance in funds. This fund has delivered a 5-year annualized total return of 5.39%, and it sits in the middle third among its category peers. But if you are looking for a shorter time frame, it is also worth looking at its 3-year annualized total return of 3.61%, which places it in the bottom third during this time-frame.

It is important to note that the product’s returns may not reflect all its expenses. Any fees not reflected would lower the returns. Total returns do not reflect the fund’s [%] sale charge. If sales charges were included, total returns would have been lower.

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When looking at a fund’s performance, it is also important to note the standard deviation of the returns. The lower the standard deviation, the less volatility the fund experiences. Over the past three years, VTRIX’s standard deviation comes in at 17.18%, compared to the category average of 17.45%. Looking at the past 5 years, the fund’s standard deviation is 19.25% compared to the category average of 19.24%. This makes the fund more volatile than its peers over the past half-decade.

Investors should note that the fund has a 5-year beta of 0.88, which means it is hypothetically less volatile than the market at large. Another factor to consider is alpha, as it reflects a portfolio’s performance on a risk-adjusted basis relative to a benchmark-in this case, the S&P 500. VTRIX’s 5-year performance has produced a negative alpha of -7.25, which means managers in this portfolio find it difficult to pick securities that generate better-than-benchmark returns.

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