Vanguard Ultra Short Term Bond Fund Manager Performance Evaluation
| VUSFX Fund | USD 20.10 0.01 0.05% |
The entity has a beta of -0.0023, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Vanguard Ultra-short-term are expected to decrease at a much lower rate. During the bear market, Vanguard Ultra-short-term is likely to outperform the market.
Risk-Adjusted Performance
33 of 100
Weak | Strong |
Very Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Ultra Short Term Bond are ranked lower than 33 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Vanguard Ultra-short-term is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.1000 |
Vanguard |
Vanguard Ultra-short-term Relative Risk vs. Return Landscape
If you would invest 1,988 in Vanguard Ultra Short Term Bond on August 31, 2024 and sell it today you would earn a total of 22.00 from holding Vanguard Ultra Short Term Bond or generate 1.11% return on investment over 90 days. Vanguard Ultra Short Term Bond is currently producing 0.0175% returns and takes up 0.0413% volatility of returns over 90 trading days. Put another way, 0% 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 Ultra-short-term Current Valuation
Overvalued
Today
Please note that Vanguard Ultra-short-term's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Vanguard Ultra-short-term has a current Real Value of $18.47 per share. The regular price of the fund is $20.1. We determine the value of Vanguard Ultra-short-term 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 Ultra-short-term is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Ultra-short-term'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 20.1 | Real 18.47 | Hype 20.1 |
The intrinsic value of Vanguard Ultra-short-term'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 Ultra-short-term'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 Ultra Short Term Bond 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 Ultra-short-term more accurately as focusing exclusively on Vanguard Ultra-short-term's fundamentals will not take into account other important factors: Vanguard Ultra-short-term Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Ultra-short-term's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vanguard Ultra Short Term Bond, and traders can use it to determine the average amount a Vanguard Ultra-short-term'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 = 0.423
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| VUSFX |
Based on monthly moving average Vanguard Ultra-short-term is performing at about 33% 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 Ultra-short-term by adding it to a well-diversified portfolio.
Vanguard Ultra-short-term Fundamentals Growth
Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard Ultra-short-term, and Vanguard Ultra-short-term 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.
| Total Asset | 20.38 B | |||
About Vanguard Ultra-short-term Performance
Evaluating Vanguard Ultra-short-term's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard Ultra-short-term 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 Ultra-short-term 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 a diversified portfolio of high-quality and, to a lesser extent, medium-quality fixed income securities. It is expected to maintain a dollar-weighted average maturity of 0 to 2 years. Under normal circumstances, the fund will invest at least 80 percent of its assets in fixed income securities.Things to note about Vanguard Ultra-short-term performance evaluation
Checking the ongoing alerts about Vanguard Ultra-short-term for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Ultra-short-term help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Vanguard is showing solid risk-adjusted performance over 90 days | |
| The fund keeps about 6.6% of its net assets in cash |
- Analyzing Vanguard Ultra-short-term'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 Ultra-short-term's stock is overvalued or undervalued compared to its peers.
- Examining Vanguard Ultra-short-term'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 Ultra-short-term's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard Ultra-short-term's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vanguard Ultra-short-term's mutual fund. These opinions can provide insight into Vanguard Ultra-short-term's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vanguard Mutual Fund
Vanguard Ultra-short-term 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 Ultra-short-term security.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |