Vanguard Primecap E Fund Manager Performance Evaluation
| VPCCX Fund | USD 37.09 0.34 0.93% |
The entity has a beta of -0.0014, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Vanguard Primecap are expected to decrease at a much lower rate. During the bear market, Vanguard Primecap is likely to outperform the market.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Primecap E are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Vanguard Primecap is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 31st of January 2023 | |
| Expense Ratio | 0.4600 |
Vanguard |
Vanguard Primecap Relative Risk vs. Return Landscape
If you would invest 3,660 in Vanguard Primecap E on August 30, 2024 and sell it today you would earn a total of 49.00 from holding Vanguard Primecap E or generate 1.34% return on investment over 90 days. Vanguard Primecap E is currently producing 0.0247% returns and takes up 0.8474% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Vanguard, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Vanguard Primecap Current Valuation
Overvalued
Today
Please note that Vanguard Primecap's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Vanguard Primecap has a current Real Value of $34.28 per share. The regular price of the fund is $37.09. We determine the value of Vanguard Primecap from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Vanguard Primecap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Primecap's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 37.09 | Real 34.28 | Hype 37.09 | Naive 36.85 |
The intrinsic value of Vanguard Primecap's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Vanguard Primecap's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Vanguard Primecap E helps investors to forecast how Vanguard mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Vanguard Primecap more accurately as focusing exclusively on Vanguard Primecap's fundamentals will not take into account other important factors: Vanguard Primecap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Primecap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vanguard Primecap E, and traders can use it to determine the average amount a Vanguard Primecap'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 = 0.0291
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | VPCCX |
Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Vanguard Primecap is performing at about 2% 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 Primecap by adding it to a well-diversified portfolio.
Vanguard Primecap Fundamentals Growth
Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard Primecap, and Vanguard Primecap 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 Mutual Fund performance.
| Price To Earning | 17.42 X | |||
| Price To Book | 2.98 X | |||
| Price To Sales | 1.64 X | |||
About Vanguard Primecap Performance
Evaluating Vanguard Primecap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard Primecap has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Vanguard Primecap has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests in stocks that its advisor believes offer a good balance between reasonable valuations and attractive growth prospects relative to their peers. Stocks selected for the fund typically have earnings growth potential that, in the advisors view, is not reflected in their current market prices. It can invest in stocks across all industry sectors and market capitalizations.Things to note about Vanguard Primecap performance evaluation
Checking the ongoing alerts about Vanguard Primecap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Primecap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: 3 Top Vanguard Mutual Funds to Keep an Eye on - MSN | |
| The fund keeps all of its net assets in stocks |
- Analyzing Vanguard Primecap's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Vanguard Primecap's stock is overvalued or undervalued compared to its peers.
- Examining Vanguard Primecap's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Vanguard Primecap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard Primecap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vanguard Primecap's mutual fund. These opinions can provide insight into Vanguard Primecap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vanguard Mutual Fund
Vanguard Primecap 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 Primecap security.
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format |