Vanguard Target Retirement Fund Manager Performance Evaluation
| VTTSX Fund | USD 62.97 0.25 0.40% |
The entity has a beta of 0.68, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Vanguard Target's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vanguard Target is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Target Retirement are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Vanguard Target is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 31st of January 2025 | |
| Expense Ratio | 0.0800 |
Vanguard |
Vanguard Target Relative Risk vs. Return Landscape
If you would invest 6,075 in Vanguard Target Retirement on October 28, 2025 and sell it today you would earn a total of 222.00 from holding Vanguard Target Retirement or generate 3.65% return on investment over 90 days. Vanguard Target Retirement is currently producing 0.0608% returns and takes up 0.6321% volatility of returns over 90 trading days. Put another way, 5% 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 Target Current Valuation
Fairly Valued
Today
Please note that Vanguard Target's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Vanguard Target Reti has a current Real Value of $62.34 per share. The regular price of the fund is $62.97. We determine the value of Vanguard Target Reti 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 Target is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Target'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 62.97 | Real 62.34 | Hype 62.97 | Naive 62.77 |
The intrinsic value of Vanguard Target'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 Target'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 Target Retirement 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 Target more accurately as focusing exclusively on Vanguard Target's fundamentals will not take into account other important factors: Vanguard Target 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 |
| 62.97 | 90 days | 62.97 | under 4 |
Based on a normal probability distribution, the odds of Vanguard Target to move above the current price in 90 days from now is under 4 (This Vanguard Target Retirement 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 Target has a beta of 0.68. This entails as returns on the market go up, Vanguard Target average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Vanguard Target Retirement will be expected to be much smaller as well. Additionally Vanguard Target Retirement has an alpha of 0.0025, implying that it can generate a 0.002514 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Vanguard Target Price Density |
| Price |
Predictive Modules for Vanguard Target
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 Target Reti. 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 Target'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 Target Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Vanguard Target is not an exception. The market had few large corrections towards the Vanguard Target'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 Target Retirement, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Vanguard Target within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0 | |
β | Beta against Dow Jones | 0.68 | |
σ | Overall volatility | 1.17 | |
Ir | Information ratio | -0.03 |
Vanguard Target 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 Target for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Vanguard Target Reti 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 about 9.03% of its net assets in bonds |
Vanguard Target Fundamentals Growth
Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard Target, and Vanguard Target 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 | 17.16 X | |||
| Price To Book | 1.98 X | |||
| Price To Sales | 1.39 X | |||
| Total Asset | 39.95 B | |||
About Vanguard Target Performance
Evaluating Vanguard Target's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard Target 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 Target 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 investment seeks to provide capital appreciation and current income consistent with its current asset allocation. Vanguard Target is traded on NASDAQ Exchange in the United States.Things to note about Vanguard Target Reti performance evaluation
Checking the ongoing alerts about Vanguard Target for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Target Reti 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 about 9.03% of its net assets in bonds |
- Analyzing Vanguard Target'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 Target's stock is overvalued or undervalued compared to its peers.
- Examining Vanguard Target'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 Target's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard Target's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vanguard Target's mutual fund. These opinions can provide insight into Vanguard Target's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vanguard Mutual Fund
Vanguard Target 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 Target security.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. |