Vanguard Lifestrategy Competition

VSMGX Fund

USD 35.52 0.01 0.03%

Vanguard Lifestrategy competes with Vanguard Star, Bridge Builder, T Rowe, Vanguard Windsor, and T Rowe; as well as few others. The fund is listed under Allocation--50% to 70% Equity category and is part of Vanguard family. Analyzing Vanguard Lifestrategy competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Vanguard Lifestrategy to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Vanguard Lifestrategy Correlation with its peers.

Vanguard Lifestrategy vs Vanguard Explorer Correlation

Almost no diversification

The correlation between Vanguard Lifestrategy Moderate and VEXRX is 0.94 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Vanguard Lifestrategy Moderate and VEXRX in the same portfolio, assuming nothing else is changed.

Moving together with Vanguard Mutual Fund

0.93	VMIAX	Vanguard Materials Index	Pair Corr
0.86	VMLUX	Vanguard Limited Term	Pair Corr
0.86	VMLTX	Vanguard Limited Term	Pair Corr
0.87	VMNVX	Vanguard Global Minimum	Pair Corr
0.92	VMMSX	Vanguard Emerging Markets	Pair Corr

Moving against Vanguard Mutual Fund

0.44	VMNIX	Vanguard Market Neutral	Pair Corr
0.44	VMNFX	Vanguard Market Neutral	Pair Corr

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
35.07	35.51	35.95

Details

Intrinsic

Valuation

Low	Real	High
34.81	35.25	35.69

Details

Naive

Forecast

Low	Next	High
35.12	35.56	36.00

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
34.51	35.04	35.57

Details

Please note, it is not enough to conduct a financial or market analysis of a single entity such as Vanguard Lifestrategy. Your research has to be compared to or analyzed against Vanguard Lifestrategy's peers to derive any actionable benefits. When done correctly, Vanguard Lifestrategy's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Vanguard Lifestrategy.

Vanguard Lifestrategy Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Vanguard Lifestrategy and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Vanguard and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Vanguard Lifestrategy does not affect the price movement of the other competitor.

	VGSTX	BBIEX	TRRJX	VWNDX	PRNHX	VHCAX	BBVLX	TRGOX	VEXRX
VGSTX		0.94	0.96	0.29	0.82	0.91	0.92	0.11	0.95	VGSTX
BBIEX	0.94		0.99	0.04	0.7	0.97	0.99	-0.08	0.86	BBIEX
TRRJX	0.96	0.99		0.11	0.75	0.97	0.98	-0.02	0.9	TRRJX
VWNDX	0.29	0.04	0.11		0.43	0.01	0.01	0.11	0.41	VWNDX
PRNHX	0.82	0.7	0.75	0.43		0.67	0.67	0.11	0.9	PRNHX
VHCAX	0.91	0.97	0.97	0.01	0.67		0.98	-0.15	0.84	VHCAX
BBVLX	0.92	0.99	0.98	0.01	0.67	0.98		-0.09	0.84	BBVLX
TRGOX	0.11	-0.08	-0.02	0.11	0.11	-0.15	-0.09		0.02	TRGOX
VEXRX	0.95	0.86	0.9	0.41	0.9	0.84	0.84	0.02		VEXRX
	VGSTX	BBIEX	TRRJX	VWNDX	PRNHX	VHCAX	BBVLX	TRGOX	VEXRX

High positive correlations

TRRJX	+ 0.99	BBIEX
BBVLX	+ 0.99	BBIEX
BBVLX	+ 0.98	TRRJX
BBVLX	+ 0.98	VHCAX
VHCAX	+ 0.97	BBIEX
VHCAX	+ 0.97	TRRJX

High negative correlations

TRGOX	- 0.15	VHCAX
TRGOX	- 0.09	BBVLX
TRGOX	- 0.08	BBIEX
TRGOX	- 0.02	TRRJX

Risk-Adjusted Indicators

There is a big difference between Vanguard Mutual Fund performing well and Vanguard Lifestrategy Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Vanguard Lifestrategy's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
VGSTX	0.38	0.01	(0.03)	0.09	0.42	(0.40)	0.81	(0.80)	2.21
BBIEX	0.64	0.14	0.17	0.26	0.39	(0.76)	1.27	(1.13)	7.83
TRRJX	0.45	0.07	0.08	0.19	0.36	(0.51)	0.96	(0.89)	4.62
VWNDX	0.72	0.00	(0.04)	0.05	1.43	(0.66)	1.51	(1.27)	8.57
PRNHX	1.15	0.05	0.03	0.12	1.84	(1.24)	1.80	(2.02)	21.91
VHCAX	0.87	0.27	0.26	0.40	0.54	(0.96)	1.76	(1.41)	10.07
BBVLX	0.71	0.15	0.22	0.23	0.34	(0.89)	1.35	(1.02)	11.26
TRGOX	0.74	(0.07)	0.00	(0.02)	0.00	0.00	1.51	(1.76)	4.56
VEXRX	0.76	0.02	0.02	0.09	0.83	(0.77)	1.43	(1.61)	4.15

Vanguard Lifestrategy Competitive Analysis

The better you understand Vanguard Lifestrategy competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Vanguard Lifestrategy's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Vanguard Lifestrategy's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	VSMGX	VGSTX	BBIEX	TRRJX	VWNDX	PRNHX	VHCAX	BBVLX	TRGOX	VEXRX
	0.03 35.52 Vanguard	0.07 29.82 Vanguard	0.46 15.29 Bridge	0.04 24.25 TRRJX	0.40 22.67 Vanguard	0.36 55.55 PRNHX	0.03 231.55 Vanguard	0.56 18.09 Bridge	1.20 82.93 TRGOX	0.52 112.24 Vanguard
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Fair	Fair	Solid	Good	Weak	Soft	Solid	Good	Weakest	Fair
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Under Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Hold	Hold	Strong Buy	Strong Hold	Strong Sell	Cautious Hold	Strong Buy	Strong Buy	Hold	Cautious Hold
Net Asset	23.3 B	23.61 B	8.7 B	23.85 B	24.05 B	13.45 B	18.44 B	8.15 B	18.99 B	16.93 B
Minimum Initial Investment	3 K	1 K	N/A	2.5 K	N/A	2.5 K	N/A	N/A	N/A	50 K
Price To Book	1.98	2.03	N/A	2.13	1.65	3.97	3.13	N/A	N/A	2.59
Five Year Return	6.52	5.58	7.56	0.0626	12.99	-1.1	13.01	12.21	15.62	5.0
One Year Return	15.94	14.58	29.06	0.0569	11.99	6.6	28.59	11.98	22.78	9.13
Last Dividend Paid	0.11	0.08	0.25	0.08	N/A	N/A	N/A	0.07	N/A	N/A
Price To Earning	17.16	17.56	N/A	18.74	15.85	1.61	18.43	N/A	2.88	23.32
Price To Sales	1.39	1.39	N/A	1.57	1.33	2.04	1.88	N/A	N/A	1.35
Cash Position Weight	6.66	5.35	2.06	6.35	2.72	0.72	4.12	1.44	2.11	0.67
Equity Positions Weight	56.15	59.19	97.79	77.06	97.29	93.97	95.88	98.43	97.89	99.33
Three Year Return	12.87	12.42	15.1	0.0747	11.4	9.89	20.99	13.33	18.12	12.63
Annual Yield	0.0266	0.0247	0.032	0.0184	0.0192	N/A	0.0051	0.0174	N/A	0.0056
Year To Date Return	1.94	1.37	4.35	-0.061	3.45	8.04	6.15	2.45	N/A	6.96
Bond Positions Weight	36.36	34.64	N/A	14.47	N/A	N/A	N/A	N/A	N/A	N/A
Ten Year Return	7.66	8.91	N/A	9.6	9.84	19.72	13.72	N/A	17.05	12.77
Day Typical Price	35.52	29.82	15.29	24.25	22.67	55.55	231.55	18.09	82.93	112.24
Daily Balance Of Power	9.2 T	0	9.2 T	9.2 T	0	0	9.2 T	9.2 T	0	0
Period Momentum Indicator	0.01	(0.02)	0.07	0.01	(0.09)	(0.20)	0.06	0.1	(1.01)	(0.59)
Rate Of Daily Change	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.01	0.99	0.99
Day Median Price	35.52	29.82	15.29	24.25	22.67	55.55	231.55	18.09	82.93	112.24
Price Action Indicator	0.005	(0.01)	0.035	0.005	(0.04)	(0.10)	0.03	0.05	(0.50)	(0.30)
Relative Strength Index	62.66	59.76	69.59	67.17	50.32	56.06	69.97	66.32	44.59	56.22
Coefficient Of Variation	730.31	787.44	520.29	531.14	5353.2	1715.98	424.15	636.73	(10,674)	981.02
Mean Deviation	0.3368	0.3766	0.6432	0.4483	0.7216	1.15	0.8721	0.7109	0.7409	0.757
Jensen Alpha	0.0187	0.0144	0.1424	0.0743	(0)	0.0548	0.2716	0.1484	(0.07)	0.0236
Total Risk Alpha	0.0112	0.0087	0.0985	0.0558	(0.09)	(0.08)	0.1988	0.0848	(0.11)	0.0033
Sortino Ratio	(0.03)	(0.03)	0.1683	0.0823	(0.04)	0.0262	0.2556	0.2154	N/A	0.0233
Downside Variance	0.245	0.2663	0.5587	0.3538	2.3	4.24	1.03	0.4317	N/A	1.07
Standard Deviation	0.4358	0.4822	1.04	0.6577	1.13	2.21	1.42	1.38	0.9753	0.9714
Kurtosis	0.1558	0.0678	18.87	7.73	16.01	19.72	17.8	36.02	0.0934	0.1726
Potential Upside	0.7186	0.8142	1.27	0.9633	1.51	1.8	1.76	1.35	1.51	1.43
Treynor Ratio	0.1039	0.0903	0.2562	0.1868	0.0456	0.1203	0.4031	0.2308	(0.02)	0.0883
Maximum Drawdown	2.02	2.21	7.83	4.62	8.57	21.91	10.07	11.26	4.56	4.15
Variance	0.19	0.2325	1.09	0.4326	1.29	4.89	2.0	1.9	0.9513	0.9436
Market Risk Adjusted Performance	0.1139	0.1003	0.2662	0.1968	0.0556	0.1303	0.4131	0.2408	(0.01)	0.0983
Risk Adjusted Performance	0.0938	0.0881	0.1443	0.1373	0.0173	0.0495	0.1782	0.1202	(0)	0.0774
Skewness	(0.56)	(0.38)	3.21	1.46	(2.84)	1.56	3.02	5.21	(0.38)	(0.25)
Semi Deviation	0.3424	0.4189	0.393	0.3572	1.43	1.84	0.5376	0.3438	N/A	0.834
Information Ratio	(0.03)	(0.03)	0.1205	0.0744	(0.05)	0.0244	0.1829	0.1027	(0.09)	0.0248
Value At Risk	(0.76)	(0.80)	(1.13)	(0.89)	(1.27)	(2.02)	(1.41)	(1.02)	(1.76)	(1.61)
Expected Short fall	(0.35)	(0.40)	(0.76)	(0.51)	(0.66)	(1.24)	(0.96)	(0.89)	N/A	(0.77)
Downside Deviation	0.495	0.5161	0.7474	0.5948	1.52	2.06	1.01	0.6571	N/A	1.04
Semi Variance	0.1172	0.1755	0.1545	0.1276	2.03	3.38	0.289	0.1182	N/A	0.6956

Vanguard Lifestrategy Competition Performance Charts

Five steps to successful analysis of Vanguard Lifestrategy Competition

Vanguard Lifestrategy's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Vanguard Lifestrategy in relation to its competition. Vanguard Lifestrategy's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Vanguard Lifestrategy in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Vanguard Lifestrategy's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Vanguard Lifestrategy, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Vanguard Lifestrategy position

In addition to having Vanguard Lifestrategy in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Stores

Companies providing different types of retail and wholesale services. The Stores theme has 18 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Stores Theme or any other thematic opportunities.

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Vanguard Lifestrategy financial ratios help investors to determine whether Vanguard Mutual Fund 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 Vanguard with respect to the benefits of owning Vanguard Lifestrategy security.

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Vanguard Lifestrategy Competition

Vanguard Lifestrategy vs Vanguard Explorer Correlation

Almost no diversification

Moving together with Vanguard Mutual Fund

Moving against Vanguard Mutual Fund

Specify up to 10 symbols:

Vanguard Lifestrategy Competition Correlation Matrix

High positive correlations

High negative correlations

Risk-Adjusted Indicators

Vanguard Lifestrategy Competitive Analysis

Vanguard Lifestrategy Competition Performance Charts

Five steps to successful analysis of Vanguard Lifestrategy Competition

Complement your Vanguard Lifestrategy position

Did You Try This Idea?

Run Stores Thematic Idea Now

Stores

Other Information on Investing in Vanguard Mutual Fund

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