Vanguard Long Term Bond Fund Manager Performance Evaluation
| VBLLX Fund | USD 10.86 0.22 2.07% |
The entity has a beta of -0.15, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Vanguard Long-term are expected to decrease at a much lower rate. During the bear market, Vanguard Long-term is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Vanguard Long Term Bond has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential indicators, Vanguard Long-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 | 0.0500 |
Vanguard |
Vanguard Long-term Relative Risk vs. Return Landscape
If you would invest 1,114 in Vanguard Long Term Bond on August 28, 2024 and sell it today you would lose (28.00) from holding Vanguard Long Term Bond or give up 2.51% of portfolio value over 90 days. Vanguard Long Term Bond is currently producing negative expected returns and takes up 0.7053% volatility of returns over 90 trading days. Put another way, 6% 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 Long-term Current Valuation
Overvalued
Today
Please note that Vanguard Long-term's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Vanguard Long Term has a current Real Value of $9.87 per share. The regular price of the fund is $10.86. We determine the value of Vanguard Long 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 Long-term is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Long-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 10.86 | Real 9.87 | Hype 10.86 |
The intrinsic value of Vanguard Long-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 Long-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 Long 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 Long-term more accurately as focusing exclusively on Vanguard Long-term's fundamentals will not take into account other important factors: Vanguard Long-term Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Long-term's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vanguard Long Term Bond, and traders can use it to determine the average amount a Vanguard Long-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 = -0.0529
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | VBLLX |
Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Vanguard Long-term is not performing at its full potential. However, 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 Long-term by adding Vanguard Long-term to a well-diversified portfolio.
Vanguard Long-term Fundamentals Growth
Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard Long-term, and Vanguard Long-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 | 8.34 B | ||||
About Vanguard Long-term Performance
Evaluating Vanguard Long-term's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard Long-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 Long-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.
This index includes all medium and larger issues of U.S. government, investment-grade corporate, and investment-grade international dollar-denominated bonds that have maturities of greater than 10 years and are publicly issued. All of the funds investments will be selected through the sampling process, and at least 80 percent of the funds assets will be invested in bonds held in the index.Things to note about Vanguard Long Term performance evaluation
Checking the ongoing alerts about Vanguard Long-term for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Long Term help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Vanguard Long Term generated a negative expected return over the last 90 days | |
| Vanguard Long Term generated five year return of -3.0% | |
| This fund keeps about 9.19% of its net assets in bonds |
- Analyzing Vanguard Long-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 Long-term's stock is overvalued or undervalued compared to its peers.
- Examining Vanguard Long-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 Long-term's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard Long-term's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vanguard Long-term's mutual fund. These opinions can provide insight into Vanguard Long-term's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vanguard Mutual Fund
Vanguard Long-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 Long-term security.
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |