Vanguard Mid Cap Index Fund Manager Performance Evaluation
| VIMSX Fund | USD 81.24 0.36 0.45% |
The entity has a beta of 0.87, which indicates possible diversification benefits within a given portfolio. Vanguard Mid-cap returns are very sensitive to returns on the market. As the market goes up or down, Vanguard Mid-cap is expected to follow.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Mid Cap Index are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Vanguard Mid-cap is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | BTIG Reiterates Block Buy Recommendation - MSN | 11/20/2025 |
| Expense Ratio Date | 26th of April 2019 | |
| Expense Ratio | 0.1700 |
Vanguard |
Vanguard Mid-cap Relative Risk vs. Return Landscape
If you would invest 7,848 in Vanguard Mid Cap Index on November 5, 2025 and sell it today you would earn a total of 276.00 from holding Vanguard Mid Cap Index or generate 3.52% return on investment over 90 days. Vanguard Mid Cap Index is currently producing 0.0606% returns and takes up 0.7719% 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 Mid-cap Current Valuation
Fairly Valued
Today
Please note that Vanguard Mid-cap's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Vanguard Mid Cap has a current Real Value of $80.66 per share. The regular price of the fund is $81.24. We determine the value of Vanguard Mid Cap 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 Mid-cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Mid-cap'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 81.24 | Real 80.66 | Hype 81.17 | Naive 80.52 |
The intrinsic value of Vanguard Mid-cap'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 Mid-cap'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 Mid Cap Index 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 Mid-cap more accurately as focusing exclusively on Vanguard Mid-cap's fundamentals will not take into account other important factors: Vanguard Mid-cap 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 |
| 81.24 | 90 days | 81.24 | about 17.17 |
Based on a normal probability distribution, the odds of Vanguard Mid-cap to move above the current price in 90 days from now is about 17.17 (This Vanguard Mid Cap Index probability density function shows the probability of Vanguard Mutual Fund to fall within a particular range of prices over 90 days) .
Vanguard Mid-cap Price Density |
| Price |
Predictive Modules for Vanguard Mid-cap
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 Mid Cap. 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Vanguard Mid-cap's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Vanguard Mid-cap Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Vanguard Mid-cap is not an exception. The market had few large corrections towards the Vanguard Mid-cap'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 Mid Cap Index, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Vanguard Mid-cap within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.02 | |
β | Beta against Dow Jones | 0.87 | |
σ | Overall volatility | 1.52 | |
Ir | Information ratio | -0.03 |
Vanguard Mid-cap 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 Mid-cap for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Vanguard Mid Cap 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 98.88% of its net assets in stocks |
Vanguard Mid-cap Fundamentals Growth
Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard Mid-cap, and Vanguard Mid-cap 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 | 2.41 X | |||
| Price To Book | 2.46 X | |||
| Price To Sales | 1.61 X | |||
| Total Asset | 3.05 B | |||
About Vanguard Mid-cap Performance
Evaluating Vanguard Mid-cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard Mid-cap 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 Mid-cap 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 employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Index, a broadly diversified index of stocks of mid-size U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.Things to note about Vanguard Mid Cap performance evaluation
Checking the ongoing alerts about Vanguard Mid-cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Mid Cap 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 98.88% of its net assets in stocks |
- Analyzing Vanguard Mid-cap'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 Mid-cap's stock is overvalued or undervalued compared to its peers.
- Examining Vanguard Mid-cap'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 Mid-cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard Mid-cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vanguard Mid-cap's mutual fund. These opinions can provide insight into Vanguard Mid-cap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vanguard Mutual Fund
Vanguard Mid-cap 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 Mid-cap security.
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