Vanguard Ultra Short Term Bond Fund Manager Performance Evaluation

VUBFX Fund  USD 10.07  0.01  0.1%   
The entity has a beta of 0.0, which indicates not very significant fluctuations relative to the market. the returns on MARKET and Vanguard Ultra-short-term are completely uncorrelated.

Risk-Adjusted Performance

High

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Ultra Short Term Bond are ranked lower than 35 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Vanguard Ultra-short-term is not utilizing all of its potentials. The newest stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio Date29th of May 2025
Expense Ratio0.2000
  

Vanguard Ultra-short-term Relative Risk vs. Return Landscape

If you would invest  997.00  in Vanguard Ultra Short Term Bond on November 1, 2025 and sell it today you would earn a total of  10.00  from holding Vanguard Ultra Short Term Bond or generate 1.0% return on investment over 90 days. Vanguard Ultra Short Term Bond is currently producing 0.0166% returns and takes up 0.0375% volatility of returns over 90 trading days. Put another way, 0% 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  
Assuming the 90 days horizon Vanguard Ultra-short-term is expected to generate 3.78 times less return on investment than the market. But when comparing it to its historical volatility, the company is 20.05 times less risky than the market. It trades about 0.44 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.08 of returns per unit of risk over similar time horizon.

Vanguard Ultra-short-term Current Valuation

Fairly Valued
Today
10.07
Please note that Vanguard Ultra-short-term's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Vanguard Ultra-short-term has a current Real Value of $10.06 per share. The regular price of the fund is $10.07. We determine the value of Vanguard Ultra-short-term 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 Ultra-short-term is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Ultra-short-term'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  10.07 Real  10.06 Hype  10.07 Naive  10.08
The intrinsic value of Vanguard Ultra-short-term'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 Ultra-short-term'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.
10.06
Real Value
10.10
Upside
Estimating the potential upside or downside of Vanguard Ultra Short Term Bond 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 Ultra-short-term more accurately as focusing exclusively on Vanguard Ultra-short-term's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
10.0310.0510.07
Details
Hype
Prediction
LowEstimatedHigh
10.0310.0710.11
Details
Naive
Forecast
LowNext ValueHigh
10.0410.0810.11
Details
Below is the normalized historical share price chart for Vanguard Ultra Short Term Bond extending back to February 10, 2015. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Vanguard Ultra-short-term stands at 10.07, as last reported on the 30th of January, with the highest price reaching 10.07 and the lowest price hitting 10.07 during the day.
 
Yuan Drop
 
Covid
 
Interest Hikes

Vanguard Ultra-short-term 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 PriceHorizonTarget PriceOdds to move above the current price in 90 days
 10.07 90 days 10.07 
under 4
Based on a normal probability distribution, the odds of Vanguard Ultra-short-term to move above the current price in 90 days from now is under 4 (This Vanguard Ultra Short Term Bond 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 Ultra-short-term has the beta coefficient that is very close to zero. This entails the returns on DOW JONES INDUSTRIAL and Vanguard Ultra-short-term do not appear to be sensitive. Additionally It does not look like Vanguard Ultra-short-term's alpha can have any bearing on the current valuation.
   Vanguard Ultra-short-term Price Density   
       Price  

Predictive Modules for Vanguard Ultra-short-term

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 Ultra-short-term. 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.
Hype
Prediction
LowEstimatedHigh
10.0310.0710.11
Details
Intrinsic
Valuation
LowRealHigh
10.0210.0610.10
Details
Naive
Forecast
LowNextHigh
10.0410.0810.11
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
10.0310.0510.07
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Vanguard Ultra-short-term. Your research has to be compared to or analyzed against Vanguard Ultra-short-term's peers to derive any actionable benefits. When done correctly, Vanguard Ultra-short-term's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Vanguard Ultra-short-term.

Vanguard Ultra-short-term Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Vanguard Ultra-short-term is not an exception. The market had few large corrections towards the Vanguard Ultra-short-term'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 Ultra Short Term Bond, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Vanguard Ultra-short-term within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.00
β
Beta against Dow Jones0.00
σ
Overall volatility
0.03
Ir
Information ratio -1.08

Vanguard Ultra-short-term 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 Ultra-short-term for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Vanguard Ultra-short-term can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
Vanguard is showing solid risk-adjusted performance over 90 days
Latest headline from fool.com: IWO vs. MGK How Small-Cap Diversification Compares to Mega-Cap Growth
The fund keeps about 7.88% of its net assets in cash

Vanguard Ultra-short-term Fundamentals Growth

Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard Ultra-short-term, and Vanguard Ultra-short-term 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 Asset267.12 M

About Vanguard Ultra-short-term Performance

Evaluating Vanguard Ultra-short-term's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard Ultra-short-term 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 Ultra-short-term 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 invests in a diversified portfolio of high-quality and, to a lesser extent, medium-quality fixed income securities. It is expected to maintain a dollar-weighted average maturity of 0 to 2 years. Under normal circumstances, the fund will invest at least 80 percent of its assets in fixed income securities.

Things to note about Vanguard Ultra-short-term performance evaluation

Checking the ongoing alerts about Vanguard Ultra-short-term for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Ultra-short-term help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Vanguard is showing solid risk-adjusted performance over 90 days
Latest headline from fool.com: IWO vs. MGK How Small-Cap Diversification Compares to Mega-Cap Growth
The fund keeps about 7.88% of its net assets in cash
Evaluating Vanguard Ultra-short-term's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Vanguard Ultra-short-term's mutual fund performance include:
  • Analyzing Vanguard Ultra-short-term'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 Ultra-short-term's stock is overvalued or undervalued compared to its peers.
  • Examining Vanguard Ultra-short-term'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 Ultra-short-term's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard Ultra-short-term's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Vanguard Ultra-short-term's mutual fund. These opinions can provide insight into Vanguard Ultra-short-term's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Vanguard Ultra-short-term's mutual fund performance is not an exact science, and many factors can impact Vanguard Ultra-short-term's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Vanguard Mutual Fund

Vanguard Ultra-short-term 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 Ultra-short-term security.
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