VYMI

Of course. Here is a comprehensive analysis of VYMI based on the information provided.

**Analysis of VYMI**

Technical & Momentum Strength VYMI is displaying strong momentum, trading near its 52-week high after significantly outperforming the market over the past three months. Its lower volatility (beta of 0.89) and relatively contained maximum drawdown suggest it has achieved these gains with less risk than the broader market, which is a positive characteristic for risk-averse investors.

Valuation & Fundamental Context The fund's valuation appears reasonable based on its trailing P/E ratio. However, a full fundamental assessment is challenging without detailed data on the underlying holdings' financial health, such as revenue growth or debt levels. The analysis is primarily reliant on price and volatility metrics rather than deep fundamental strength.

Risk Assessment The primary appeal of VYMI is its risk profile. Its low beta and moderate historical drawdown indicate it is a relatively defensive vehicle. The lack of significant short interest further reinforces a neutral-to-positive market sentiment. Investors should be aware that its value is tied to international markets, introducing currency and regional economic risks.

**Investment Recommendation**

Based on the current technical strength and defensive characteristics, VYMI presents a compelling option for investors seeking international equity exposure with lower volatility. Its momentum near 52-week highs and history of weathering downturns with smaller losses suggest a sturdy portfolio construction. For a investor prioritizing capital preservation alongside market participation, VYMI appears to be a worthwhile consideration at this time.

*This is not investment advice, and you should conduct your own research or consult a financial advisor before making any decisions.*

RockFlow Model Forecast: Three Scenarios for 2026

Of course. Here is a 12-month outlook for VYMI.

1. Key Catalysts: The primary catalyst for VYMI is a continuation of the trend where international ex-US stocks outperform the S&P 500, particularly if the US dollar weakens. Strong performance from key holdings in undervalued markets like Japan and Europe could drive further gains, supported by the fund's inherent momentum.

2. Potential Risks: The main risks are macroeconomic, including a resurgence of global inflation leading to more aggressive central bank tightening abroad than currently anticipated. Persistent strength in the US dollar or a significant slowdown in key international economies like the Eurozone or China could pressure returns.

3. Target Price Range: Given its defensive, low-beta nature and current momentum, VYMI is well-positioned for steady growth. A reasonable 12-month target range would be $95 - $105, implying a potential upside of approximately 3-14% from the current price, assuming continued relative strength in international markets.

Wall Street Consensus

Most Wall Street analysts are optimistic about VYMI's 12-month outlook, with consensus target around $92.59, indicating expected upside potential.

Overall, VYMI has investment potential but also faces challenges. Here are key factors to weigh before investing.

VYMI has demonstrated strong performance with significant recent gains and current trading near its 52-week high. The stock shows notable outperformance against the market while maintaining lower volatility characteristics.

Over the past three months, VYMI has delivered robust gains of 8.88%, outperforming the market by 5.51%, while its one-month performance remains positive at 2.34%. This recent strength indicates sustained bullish momentum, particularly noteworthy given the fund's beta of 0.89 suggests it should typically exhibit less volatility than the broader market.

Currently trading at $91.81, VYMI sits just 0.24% below its 52-week high of $92.03, placing it in the upper extreme of its yearly range. While not technically overbought, this proximity to all-time highs suggests limited near-term upside potential, though the moderate maximum drawdown of -13.53% over the past year indicates relatively contained risk during market corrections.

Based solely on the information provided, a fundamental analysis of VYMI cannot be performed. The required data on revenue, profitability, debt, cash flow, and operational metrics is not available.

Without access to its quarterly financial reports or key ratios, it is impossible to assess the company's financial health. An analysis would necessitate concrete figures on its income statement, balance sheet, and cash flow statement.

Consequently, no meaningful commentary can be offered on VYMI's operational efficiency or overall financial standing. A proper evaluation requires the disclosure of its fundamental financial data.

VYMI's current valuation appears reasonable based on its trailing PE ratio of 13.74, which suggests neither significant overvaluation nor undervaluation. However, the limited available metrics—with only TTM PE ratio provided—restrict a comprehensive assessment of the stock's overall valuation level. The inability to consider forward-looking multiples or other fundamental ratios leaves gaps in determining the full valuation picture.

Without industry average data for comparison, a meaningful peer analysis cannot be conducted. The absence of benchmark metrics prevents assessing whether VYMI trades at a premium or discount relative to its sector peers. This limitation underscores the need for additional industry context to properly evaluate the fund's competitive positioning within its market segment.

Volatility Risk (Beta: 0.89, Max Drawdown: -13.53%) VYMI exhibits a beta of 0.89, indicating its volatility is slightly lower than the broader market, suggesting a modest degree of insulation from systematic market swings. The fund's one-year maximum drawdown of -13.53% demonstrates it has experienced moderate declines, which is broadly consistent with its defensive beta profile. This combination points to a controlled, though not absent, level of volatility risk for investors.

Other Risks (Short Interest: None) The absence of significant short interest implies that there is currently no substantial bearish sentiment or perceived fundamental vulnerabilities being actively bet against by traders. However, investors should still consider other inherent risks such as the liquidity of the underlying international dividend-paying stocks and concentration risks associated with specific countries or sectors within the portfolio.