Vanguard Tax Managed Small Cap Fund Manager Performance Evaluation
| VTMSX Fund | USD 104.36 0.41 0.39% |
The entity has a beta of 1.2, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Vanguard Tax-managed will likely underperform.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Tax Managed Small Cap are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Vanguard Tax-managed may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...moreVanguard |
Vanguard Tax-managed Relative Risk vs. Return Landscape
If you would invest 9,677 in Vanguard Tax Managed Small Cap on October 29, 2025 and sell it today you would earn a total of 759.00 from holding Vanguard Tax Managed Small Cap or generate 7.84% return on investment over 90 days. Vanguard Tax Managed Small Cap is currently producing 0.1301% returns and takes up 1.1251% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Vanguard, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Vanguard Tax-managed Current Valuation
Overvalued
Today
Please note that Vanguard Tax-managed's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Vanguard Tax Managed has a current Real Value of $94.29 per share. The regular price of the fund is $104.36. We determine the value of Vanguard Tax Managed 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 Tax-managed is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Tax-managed'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 104.36 | Real 94.29 | Hype 104.77 | Naive 106.44 |
The intrinsic value of Vanguard Tax-managed'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 Tax-managed'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 Tax Managed Small Cap 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 Tax-managed more accurately as focusing exclusively on Vanguard Tax-managed's fundamentals will not take into account other important factors: Vanguard Tax-managed Target Price Odds to finish over Current Price
The tendency of Vanguard Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 104.36 | 90 days | 104.36 | about 6.59 |
Based on a normal probability distribution, the odds of Vanguard Tax-managed to move above the current price in 90 days from now is about 6.59 (This Vanguard Tax Managed Small Cap probability density function shows the probability of Vanguard Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.2 . This entails as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Vanguard Tax-managed will likely underperform. Additionally Vanguard Tax Managed Small Cap has an alpha of 0.0197, implying that it can generate a 0.0197 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Vanguard Tax-managed Price Density |
| Price |
Predictive Modules for Vanguard Tax-managed
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Vanguard Tax Managed. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Vanguard Tax-managed's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Vanguard Tax-managed Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Vanguard Tax-managed is not an exception. The market had few large corrections towards the Vanguard Tax-managed's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Vanguard Tax Managed Small Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Vanguard Tax-managed within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 1.20 | |
σ | Overall volatility | 3.45 | |
Ir | Information ratio | 0.03 |
Vanguard Tax-managed Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Vanguard Tax-managed for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Vanguard Tax Managed can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund keeps 100.34% of its net assets in stocks |
Vanguard Tax-managed Fundamentals Growth
Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard Tax-managed, and Vanguard Tax-managed 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 | 19.82 X | |||
| Price To Book | 1.90 X | |||
| Price To Sales | 0.91 X | |||
| Total Asset | 7.27 B | |||
About Vanguard Tax-managed Performance
Evaluating Vanguard Tax-managed's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard Tax-managed 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 Tax-managed 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 purchases stocks included in the SP SmallCap 600 Index an index that is made up of the stocks of small-capitalization U.S. companies. The fund advisor uses statistical methods to sample the index, aiming to ensure capital gains and income tax efficiency while approximating other characteristics and the performance of the index.Things to note about Vanguard Tax Managed performance evaluation
Checking the ongoing alerts about Vanguard Tax-managed for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Tax Managed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 100.34% of its net assets in stocks |
- Analyzing Vanguard Tax-managed'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 Tax-managed's stock is overvalued or undervalued compared to its peers.
- Examining Vanguard Tax-managed'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 Tax-managed's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard Tax-managed's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vanguard Tax-managed's mutual fund. These opinions can provide insight into Vanguard Tax-managed's potential for growth and whether the stock is currently undervalued or overvalued.
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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