Vaughan Nelson Value Fund Manager Performance Evaluation
| VNVCX Fund | USD 15.87 0.26 1.61% |
The entity has a beta of -0.57, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Vaughan Nelson are expected to decrease at a much lower rate. During the bear market, Vaughan Nelson is likely to outperform the market.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Vaughan Nelson Value has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's fundamental indicators remain fairly strong which may send shares a bit higher in March 2026. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 1st of May 2025 | |
| Expense Ratio | 1.9000 |
Vaughan |
Vaughan Nelson Relative Risk vs. Return Landscape
If you would invest 2,240 in Vaughan Nelson Value on November 3, 2025 and sell it today you would lose (627.00) from holding Vaughan Nelson Value or give up 27.99% of portfolio value over 90 days. Vaughan Nelson Value is currently producing negative expected returns and takes up 4.402% volatility of returns over 90 trading days. Put another way, 39% of traded mutual funds are less volatile than Vaughan, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Vaughan Nelson Current Valuation
Overvalued
Today
Please note that Vaughan Nelson's price fluctuation is somewhat reliable at this time. At this time, the fund appears to be overvalued. Vaughan Nelson Value has a current Real Value of $15.45 per share. The regular price of the fund is $15.87. We determine the value of Vaughan Nelson Value 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 Vaughan Nelson is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vaughan Mutual Fund. However, Vaughan Nelson'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 15.87 | Real 15.45 | Hype 16.13 | Naive 15.45 |
The intrinsic value of Vaughan Nelson'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 Vaughan Nelson'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 Vaughan Nelson Value helps investors to forecast how Vaughan 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 Vaughan Nelson more accurately as focusing exclusively on Vaughan Nelson's fundamentals will not take into account other important factors: Vaughan Nelson Target Price Odds to finish over Current Price
The tendency of Vaughan 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 |
| 15.87 | 90 days | 15.87 | about 86.09 |
Based on a normal probability distribution, the odds of Vaughan Nelson to move above the current price in 90 days from now is about 86.09 (This Vaughan Nelson Value probability density function shows the probability of Vaughan Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Vaughan Nelson Value has a beta of -0.57. This entails as returns on the benchmark increase, returns on holding Vaughan Nelson are expected to decrease at a much lower rate. During a bear market, however, Vaughan Nelson Value is likely to outperform the market. Additionally Vaughan Nelson Value has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Vaughan Nelson Price Density |
| Price |
Predictive Modules for Vaughan Nelson
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Vaughan Nelson Value. 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 Vaughan Nelson'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.
Vaughan Nelson Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Vaughan Nelson is not an exception. The market had few large corrections towards the Vaughan Nelson'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 Vaughan Nelson Value, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Vaughan Nelson within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.4 | |
β | Beta against Dow Jones | -0.57 | |
σ | Overall volatility | 3.31 | |
Ir | Information ratio | -0.1 |
Vaughan Nelson 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 Vaughan Nelson for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Vaughan Nelson Value can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Vaughan Nelson Value generated a negative expected return over the last 90 days | |
| Vaughan Nelson Value has high historical volatility and very poor performance | |
| The fund keeps about 7.6% of its net assets in cash |
Vaughan Nelson Fundamentals Growth
Vaughan Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vaughan Nelson, and Vaughan Nelson 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 Vaughan Mutual Fund performance.
| Price To Earning | 18.13 X | ||||
| Price To Book | 1.91 X | ||||
| Price To Sales | 1.10 X | ||||
| Total Asset | 2.42 M | ||||
About Vaughan Nelson Performance
Evaluating Vaughan Nelson's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vaughan Nelson 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 Vaughan Nelson 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 will invest at least 80 percent of its net assets in companies that, at the time of purchase, have market capitalizations within the capitalization range of the Russell Midcap Value Index, an unmanaged index that measures the performance of companies with lower price-to-book ratios and lower forecasted growth values within the broader Russell Midcap Index. Vaughan Nelson is traded on NASDAQ Exchange in the United States.Things to note about Vaughan Nelson Value performance evaluation
Checking the ongoing alerts about Vaughan Nelson for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vaughan Nelson Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Vaughan Nelson Value generated a negative expected return over the last 90 days | |
| Vaughan Nelson Value has high historical volatility and very poor performance | |
| The fund keeps about 7.6% of its net assets in cash |
- Analyzing Vaughan Nelson'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 Vaughan Nelson's stock is overvalued or undervalued compared to its peers.
- Examining Vaughan Nelson'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 Vaughan Nelson's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vaughan Nelson's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vaughan Nelson's mutual fund. These opinions can provide insight into Vaughan Nelson's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vaughan Mutual Fund
Vaughan Nelson financial ratios help investors to determine whether Vaughan 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 Vaughan with respect to the benefits of owning Vaughan Nelson security.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |