Vanguard Total World Fund Manager Performance Evaluation
| VTWAX Fund | USD 51.56 0.17 0.33% |
The entity has a beta of 0.75, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Vanguard Total's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vanguard Total 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 Total World are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Vanguard Total is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of February 2025 | |
| Expense Ratio | 0.0900 |
Vanguard |
Vanguard Total Relative Risk vs. Return Landscape
If you would invest 4,864 in Vanguard Total World on November 6, 2025 and sell it today you would earn a total of 292.00 from holding Vanguard Total World or generate 6.0% return on investment over 90 days. Vanguard Total World is currently producing 0.0994% returns and takes up 0.6729% volatility of returns over 90 trading days. Put another way, 6% 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 Total Current Valuation
Fairly Valued
Today
Please note that Vanguard Total's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Vanguard Total World has a current Real Value of $51.09 per share. The regular price of the fund is $51.56. We determine the value of Vanguard Total World 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 Total is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Total'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 51.56 | Real 51.09 | Hype 51.56 | Naive 51.61 |
The intrinsic value of Vanguard Total'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 Total'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 Total World 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 Total more accurately as focusing exclusively on Vanguard Total's fundamentals will not take into account other important factors: Vanguard Total 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 |
| 51.56 | 90 days | 51.56 | about 7.66 |
Based on a normal probability distribution, the odds of Vanguard Total to move above the current price in 90 days from now is about 7.66 (This Vanguard Total World probability density function shows the probability of Vanguard Mutual Fund to fall within a particular range of prices over 90 days) .
Vanguard Total Price Density |
| Price |
Predictive Modules for Vanguard Total
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 Total World. 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 Total Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Vanguard Total is not an exception. The market had few large corrections towards the Vanguard Total'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 Total World, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Vanguard Total within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 0.75 | |
σ | Overall volatility | 1.12 | |
Ir | Information ratio | 0.01 |
Vanguard Total 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 Total for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Vanguard Total World 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 98.92% of its net assets in stocks |
Vanguard Total Fundamentals Growth
Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard Total, and Vanguard Total 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.
| Total Asset | 10.63 B | |||
About Vanguard Total Performance
Evaluating Vanguard Total's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard Total 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 Total 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 FTSE Global All Cap Index. The advisor attempts to sample the target index by investing all, or substantially all, of its assets in common stocks in the index and by holding a representative sample of securities that resembles the full index in terms of key risk factors and other characteristics.Things to note about Vanguard Total World performance evaluation
Checking the ongoing alerts about Vanguard Total for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Total World 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 98.92% of its net assets in stocks |
- Analyzing Vanguard Total'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 Total's stock is overvalued or undervalued compared to its peers.
- Examining Vanguard Total'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 Total's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard Total's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vanguard Total's mutual fund. These opinions can provide insight into Vanguard Total's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vanguard Mutual Fund
Vanguard Total 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 Total security.
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