Vanguard Equity Income Fund Manager Performance Evaluation
| VEIPX Fund | USD 45.51 0.07 0.15% |
The entity has a beta of 0.8, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Vanguard Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vanguard Equity is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Equity Income are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Vanguard Equity showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Tech Turmoil Turns Markets Volatile 3 Large-Cap Value Funds to Buy - Zacks Investment Research | 12/19/2025 |
| Expense Ratio Date | 31st of January 2025 | |
| Expense Ratio | 0.2700 |
Vanguard |
Vanguard Equity Relative Risk vs. Return Landscape
If you would invest 3,908 in Vanguard Equity Income on October 30, 2025 and sell it today you would earn a total of 659.00 from holding Vanguard Equity Income or generate 16.86% return on investment over 90 days. Vanguard Equity Income is currently producing 0.2694% returns and takes up 1.4153% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Vanguard, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Vanguard Equity Current Valuation
Undervalued
Today
Please note that Vanguard Equity's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Vanguard Equity Income has a current Real Value of $48.92 per share. The regular price of the fund is $45.51. We determine the value of Vanguard Equity Income 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 Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Equity'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 45.51 | Real 48.92 | Hype 46.73 | Naive 45.38 |
The intrinsic value of Vanguard Equity'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 Equity'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 Equity Income 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 Equity more accurately as focusing exclusively on Vanguard Equity's fundamentals will not take into account other important factors: Vanguard Equity 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 |
| 45.51 | 90 days | 45.51 | about 8.3 |
Based on a normal probability distribution, the odds of Vanguard Equity to move above the current price in 90 days from now is about 8.3 (This Vanguard Equity Income 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 Vanguard Equity has a beta of 0.8. This entails as returns on the market go up, Vanguard Equity average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Vanguard Equity Income will be expected to be much smaller as well. Additionally Vanguard Equity Income has an alpha of 0.1755, implying that it can generate a 0.18 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Vanguard Equity Price Density |
| Price |
Predictive Modules for Vanguard Equity
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 Equity Income. 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.Vanguard Equity Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Vanguard Equity is not an exception. The market had few large corrections towards the Vanguard Equity'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 Equity Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Vanguard Equity within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.18 | |
β | Beta against Dow Jones | 0.80 | |
σ | Overall volatility | 2.70 | |
Ir | Information ratio | 0.12 |
Vanguard Equity 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 Equity for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Vanguard Equity Income 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 97.14% of its net assets in stocks |
Vanguard Equity Fundamentals Growth
Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard Equity, and Vanguard Equity 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 | 18.14 X | ||||
| Price To Book | 2.38 X | ||||
| Price To Sales | 1.83 X | ||||
| Total Asset | 5.03 B | ||||
About Vanguard Equity Performance
Evaluating Vanguard Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard Equity 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 Equity 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 mainly in common stocks of mid-size and large companies whose stocks typically pay above-average levels of dividend income and are, in the opinion of the purchasing advisor, undervalued relative to similar stocks. In addition, the advisors generally look for companies that they believe are committed to paying dividends consistently. Under normal circumstances, it will invest at least 80 percent of its assets in equity securities. The fund uses two investment advisors.Things to note about Vanguard Equity Income performance evaluation
Checking the ongoing alerts about Vanguard Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Equity Income 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 97.14% of its net assets in stocks |
- Analyzing Vanguard Equity'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 Equity's stock is overvalued or undervalued compared to its peers.
- Examining Vanguard Equity'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 Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vanguard Equity's mutual fund. These opinions can provide insight into Vanguard Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vanguard Mutual Fund
Vanguard Equity 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 Equity security.
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