Vanguard Short Term Tax Exempt Fund Three Year Return
VWSUX Fund | USD 15.79 0.00 0.00% |
Vanguard Short Term Tax Exempt fundamentals help investors to digest information that contributes to Vanguard Short's financial success or failures. It also enables traders to predict the movement of Vanguard Mutual Fund. The fundamental analysis module provides a way to measure Vanguard Short's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Vanguard Short mutual fund.
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Vanguard Short Term Tax Exempt Mutual Fund Three Year Return Analysis
Vanguard Short's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Vanguard Short Three Year Return | 2.05 % |
Most of Vanguard Short's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Vanguard Short Term Tax Exempt is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Vanguard Short Term Tax Exempt has a Three Year Return of 2.054%. This is 68.4% lower than that of the Vanguard family and significantly higher than that of the Muni National Short category. The three year return for all United States funds is notably lower than that of the firm.
Vanguard Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Vanguard Short's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Vanguard Short could also be used in its relative valuation, which is a method of valuing Vanguard Short by comparing valuation metrics of similar companies.Vanguard Short is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Vanguard Short
The fund consists of 94.61% investments in fixed income securities, with the rest of funds allocated in cash.Asset allocation divides Vanguard Short's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Vanguard Fundamentals
Total Asset | 22.75 B | ||||
Annual Yield | 0 % | ||||
Year To Date Return | 3.00 % | ||||
One Year Return | 4.45 % | ||||
Three Year Return | 2.05 % | ||||
Five Year Return | 1.72 % | ||||
Ten Year Return | 1.15 % | ||||
Net Asset | 16.24 B | ||||
Minimum Initial Investment | 50 K | ||||
Cash Position Weight | 5.39 % | ||||
Bond Positions Weight | 94.61 % |
About Vanguard Short Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Vanguard Short Term Tax Exempt's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Vanguard Short using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Vanguard Short Term Tax Exempt based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Vanguard Short 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 Short security.
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