Vanguard Sp Small Cap Fund Manager Performance Evaluation
| VSMSX Fund | USD 465.55 7.73 1.69% |
The entity has a beta of 1.51, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Vanguard will likely underperform.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Sp Small Cap are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Vanguard may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.0800 |
Vanguard |
Vanguard Relative Risk vs. Return Landscape
If you would invest 42,866 in Vanguard Sp Small Cap on August 27, 2024 and sell it today you would earn a total of 3,689 from holding Vanguard Sp Small Cap or generate 8.61% return on investment over 90 days. Vanguard Sp Small Cap is currently producing 0.1372% returns and takes up 1.2925% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Vanguard, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Vanguard Current Valuation
Overvalued
Today
Please note that Vanguard's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Vanguard Sp Small has a current Real Value of $414.34 per share. The regular price of the fund is $465.55. We determine the value of Vanguard Sp Small 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 is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard'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 465.55 | Real 414.34 | Hype 465.55 | Naive 450.98 |
The intrinsic value of Vanguard'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'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 Sp Small Cap 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 more accurately as focusing exclusively on Vanguard's fundamentals will not take into account other important factors: Vanguard Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vanguard Sp Small Cap, and traders can use it to determine the average amount a Vanguard'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 = 0.1061
| Best Portfolio | Best Equity | |||
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| Cash | VSMSX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.29 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Vanguard is performing at about 8% of its full potential. 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 by adding it to a well-diversified portfolio.
Vanguard Fundamentals Growth
Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard, and Vanguard 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 | 21.02 X | ||||
| Price To Book | 2.15 X | ||||
| Price To Sales | 1.03 X | ||||
| Total Asset | 3.51 B | ||||
About Vanguard Performance
Evaluating Vanguard's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard 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 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 SP SmallCap 600 Index. 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 Sp Small performance evaluation
Checking the ongoing alerts about Vanguard for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Sp Small 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 99.66% of its net assets in stocks |
- Analyzing Vanguard'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's stock is overvalued or undervalued compared to its peers.
- Examining Vanguard'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's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vanguard's mutual fund. These opinions can provide insight into Vanguard's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vanguard Mutual Fund
Vanguard 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 security.
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