Vanguard Tax Managed Balanced Fund Price on August 27, 2024
| VTMFX Fund | USD 46.35 0.17 0.37% |
Below is the normalized historical share price chart for Vanguard Tax Managed Balanced extending back to May 05, 1995. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Vanguard Tax-managed stands at 46.35, as last reported on the 1st of December, with the highest price reaching 46.35 and the lowest price hitting 46.35 during the day.
If you're considering investing in Vanguard Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Vanguard Mutual Fund to be very steady. Vanguard Tax Managed owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.23, which indicates the fund had a 0.23% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Vanguard Tax Managed Balanced, which you can use to evaluate the volatility of the fund. Please validate Vanguard Tax-managed's Semi Deviation of 0.2717, risk adjusted performance of 0.1331, and Coefficient Of Variation of 533.1 to confirm if the risk estimate we provide is consistent with the expected return of 0.0812%.
Vanguard Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Vanguard |
Sharpe Ratio = 0.2312
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Estimated Market Risk
| 0.35 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 18 82% of assets perform better |
Based on monthly moving average Vanguard Tax-managed is performing at about 18% 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 Tax-managed by adding it to a well-diversified portfolio.
Vanguard Tax-managed Valuation on August 27, 2024
It is possible to determine the worth of Vanguard Tax-managed on a given historical date. On August 27, 2024 Vanguard was worth 44.4 at the beginning of the trading date compared to the closed value of 44.4. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Vanguard Tax-managed mutual fund. Still, in general, we apply an absolute valuation method to find Vanguard Tax-managed's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Vanguard Tax-managed where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Vanguard Tax-managed's related companies.
| Open | High | Low | Close | Volume | |
| 44.38 | 44.38 | 44.38 | 44.38 | 1.00 | |
08/27/2024 | 44.40 | 44.40 | 44.40 | 44.40 | 1.00 |
| 44.26 | 44.26 | 44.26 | 44.26 | 1.00 |
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Vanguard Tax-managed Trading Date Momentum on August 27, 2024
| On August 28 2024 Vanguard Tax Managed Balanced was traded for 44.26 at the closing time. The highest daily price throughout the period was 44.26 and the lowest price was 44.26 . There was no trading activity during the period 1.0. Lack of trading volume on 08/28/2024 added to the next day price reduction. The trading price change to closing price of the next trading day was 0.32% . The trading price change to current closing price is 1.71% . |
Vanguard Tax Managed Fundamentals Correlations and Trends
By evaluating Vanguard Tax-managed's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Vanguard Tax-managed's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Vanguard financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Vanguard Tax-managed Mutual Fund history
Vanguard Tax-managed investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Vanguard is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Vanguard Tax Managed will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Vanguard Tax-managed stock prices may prove useful in developing a viable investing in Vanguard Tax-managed
The fund invests approximately 50 percent to 55 percent of its assets in municipal securities and the balance in common stocks. The fixed income portion of the fund is concentrated in high-quality municipal securities with a dollar-weighted average maturity expected to be between 6 and 12 years. At least 75 percent of the municipal bonds purchased by the fund will be rated in one of the top three credit-rating categories.
Vanguard Tax-managed Mutual Fund Technical Analysis
Vanguard Tax-managed technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Vanguard Tax-managed Period Price Range
Low | December 1, 2024
| High |
0.00 | 0.00 |
Vanguard Tax Managed Balanced cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Vanguard Tax-managed December 1, 2024 Market Strength
Market strength indicators help investors to evaluate how Vanguard Tax-managed mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Vanguard Tax-managed shares will generate the highest return on investment. By undertsting and applying Vanguard Tax-managed mutual fund market strength indicators, traders can identify Vanguard Tax Managed Balanced entry and exit signals to maximize returns
Vanguard Tax-managed Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Vanguard Tax-managed's price direction in advance. Along with the technical and fundamental analysis of Vanguard Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Vanguard to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1331 | |||
| Jensen Alpha | 0.0102 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0.15) | |||
| Treynor Ratio | 0.1533 |
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Other Information on Investing in Vanguard Mutual Fund
Vanguard Tax-managed 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 Tax-managed security.
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