Vanguard Extended Duration Fund Manager Performance Evaluation
| VEDTX Fund | USD 22.57 0.28 1.26% |
The entity has a beta of -0.36, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Vanguard Extended are expected to decrease at a much lower rate. During the bear market, Vanguard Extended is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Vanguard Extended Duration has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Vanguard Extended is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0600 |
Vanguard |
Vanguard Extended Relative Risk vs. Return Landscape
If you would invest 2,364 in Vanguard Extended Duration on September 1, 2024 and sell it today you would lose (107.00) from holding Vanguard Extended Duration or give up 4.53% of portfolio value over 90 days. Vanguard Extended Duration is currently producing negative expected returns and takes up 1.2721% volatility of returns over 90 trading days. Put another way, 11% 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 Extended Current Valuation
Overvalued
Today
Please note that Vanguard Extended's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Vanguard Extended has a current Real Value of $20.86 per share. The regular price of the fund is $22.57. We determine the value of Vanguard Extended 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 Extended is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Extended'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 22.57 | Real 20.86 | Hype 22.57 | Naive 23.05 |
The intrinsic value of Vanguard Extended'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 Extended'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 Extended Duration 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 Extended more accurately as focusing exclusively on Vanguard Extended's fundamentals will not take into account other important factors: Vanguard Extended Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Extended's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vanguard Extended Duration, and traders can use it to determine the average amount a Vanguard Extended'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 = -0.0506
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | VEDTX |
Estimated Market Risk
| 1.27 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.06 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 Extended 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 Extended by adding Vanguard Extended to a well-diversified portfolio.
Vanguard Extended Fundamentals Growth
Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard Extended, and Vanguard Extended 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 | 2.2 B | ||||
About Vanguard Extended Performance
Evaluating Vanguard Extended's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard Extended 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 Extended 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 advisor employs an indexing investment approach designed to track the performance of the Bloomberg U.S. Treasury STRIPS 20-30 Year Equal Par Bond Index. This index includes zero-coupon U.S. Treasury securities , which are backed by the full faith and credit of the U.S. government, with maturities ranging from 20 to 30 years. The fund invests by sampling the index. At least 80 percent of its assets will be invested in U.S. Treasury securities held in the index.Things to note about Vanguard Extended performance evaluation
Checking the ongoing alerts about Vanguard Extended for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Extended help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Vanguard Extended generated a negative expected return over the last 90 days | |
| Vanguard Extended generated five year return of -8.0% | |
| This fund keeps most of the net assets in exotic instruments. |
- Analyzing Vanguard Extended'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 Extended's stock is overvalued or undervalued compared to its peers.
- Examining Vanguard Extended'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 Extended's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard Extended's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vanguard Extended's mutual fund. These opinions can provide insight into Vanguard Extended's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vanguard Mutual Fund
Vanguard Extended 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 Extended security.
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |