Vanguard Mortgage Backed Securities Etf Profile
| VMBS Etf | USD 44.29 0.17 0.38% |
Performance0 of 100
| Odds Of DistressLess than 9
|
Vanguard Mortgage is selling for under 44.29 as of the 19th of April 2024; that is -0.38% down since the beginning of the trading day. The etf's lowest day price was 44.21. Vanguard Mortgage has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Vanguard Mortgage Backed Securities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. Click here to learn more.
The fund employs an indexing investment approach designed to track the performance of the Bloomberg U.S. Mortgage-Backed Securities is traded on NASDAQ Exchange in the United States. More on Vanguard Mortgage Backed Securities
Moving together with Vanguard Etf
| 0.89 | GOVT | iShares Treasury Bond | PairCorr |
| 1.0 | MBB | iShares MBS ETF | PairCorr |
| 0.95 | IEI | iShares 3 7 | PairCorr |
| 0.96 | SPTI | SPDR Portfolio Inter | PairCorr |
| 1.0 | SPMB | SPDR Portfolio Mortgage | PairCorr |
| 0.99 | JMBS | Janus Henderson Mort | PairCorr |
| 0.81 | FLGV | Franklin Liberty Treasury | PairCorr |
Vanguard Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Vanguard Mortgage's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Vanguard Mortgage or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Business Concentration | Intermediate Government, Vanguard (View all Sectors) |
| Issuer | Vanguard |
| Inception Date | 2009-11-19 |
| Benchmark | Barclays Capital U.S. MBS Float Adjusted Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 16.92 Billion |
| Average Trading Valume | 1.42 Million |
| Asset Type | Fixed Income |
| Category | U.S. Government |
| Focus | Agency MBS |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Vanguard Group, Inc. |
| Advisor | The Vanguard Group, Inc. |
| Custodian | JPMorgan Chase Bank, N.A. |
| Distributor | Vanguard Marketing Corporation |
| Portfolio Manager | William D. Baird, Joshua C. Barrickman |
| Transfer Agent | The Vanguard Group, Inc. |
| Fiscal Year End | 31-Aug |
| Exchange | NASDAQ |
| Number of Constituents | 914 |
| Market Maker | Susquehanna |
| Total Expense | 0.04 |
| Management Fee | 0.03 |
| Country Name | USA |
| Returns Y T D | (3.18) |
| Name | Vanguard Mortgage-Backed Securities Index Fund ETF Shares |
| Currency Code | USD |
| Open Figi | BBG000PX1043 |
| In Threey Volatility | 7.77 |
| 1y Volatility | 8.39 |
| 200 Day M A | 44.9362 |
| 50 Day M A | 45.2538 |
| Code | VMBS |
| Updated At | 18th of April 2024 |
| Currency Name | US Dollar |
Vanguard Mortgage Backed Securities [VMBS] is traded in USA and was established 2009-11-19. The fund is listed under Intermediate Government category and is part of Vanguard family. Vanguard Mortgage at this time have 14.98 B in net assets. , while the total return for the last 3 years was -3.7%.
Check Vanguard Mortgage Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Mortgage Backed Securities Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vanguard Mortgage Backed Securities Etf Constituents
| Federal National Mortgage Association 2.5% | 2.26% |
| Federal Home Loan Mortgage Corporation | 0.64% |
| Federal National Mortgage Association 2.43% | 1.76% |
| Federal National Mortgage Association | 0.64999997% |
| Government National Mortgage Association 2.43% | 0.69% |
| Federal National Mortgage Association 3.43% | 0.64999997% |
Vanguard Mortgage Target Price Odds Analysis
Attributed to a normal probability distribution, the odds of Vanguard Mortgage jumping above the current price in 90 days from now is close to 99%. The Vanguard Mortgage Backed Securities probability density function shows the probability of Vanguard Mortgage etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Vanguard Mortgage has a beta of 0.3055. This entails as returns on the market go up, Vanguard Mortgage average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Vanguard Mortgage Backed Securities will be expected to be much smaller as well. Additionally, vanguard Mortgage Backed Securities has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Vanguard Mortgage to move above the current price in 90 days from now is close to 99 (This Vanguard Mortgage Backed Securities probability density function shows the probability of Vanguard Etf to fall within a particular range of prices over 90 days) .
Vanguard Mortgage Top Holders
| CARHX | Columbia Adaptive Retirement | Mutual Fund | Target-Date 2020 |
| ACXCX | Catalystauctos Multi Strategy Fund | Mutual Fund | Macro Trading |
| ACXAX | Catalystauctos Multi Strategy Fund | Mutual Fund | Macro Trading |
| CAIHX | Columbia Adaptive Retirement | Mutual Fund | Target-Date 2045 |
| MSTBX | Morningstar Defensive Bond | Mutual Fund | Short-Term Bond |
| CARVX | Columbia Adaptive Retirement | Mutual Fund | Target-Date 2060+ |
| AMFIX | Aama Income Fund | Mutual Fund | Intermediate Core-Plus Bond |
Vanguard Mortgage Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Vanguard Mortgage market risk premium is the additional return an investor will receive from holding Vanguard Mortgage long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vanguard Mortgage. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Vanguard Mortgage's alpha and beta are two of the key measurements used to evaluate Vanguard Mortgage's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | (0.06) | |||
| Jensen Alpha | (0.07) | |||
| Total Risk Alpha | (0.09) | |||
| Treynor Ratio | (0.16) |
Vanguard Mortgage Against Markets
Picking the right benchmark for Vanguard Mortgage etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Vanguard Mortgage etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Vanguard Mortgage is critical whether you are bullish or bearish towards Vanguard Mortgage Backed Securities at a given time. Please also check how Vanguard Mortgage's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Vanguard Mortgage without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Vanguard Etf?
Before investing in Vanguard Mortgage, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Vanguard Mortgage. To buy Vanguard Mortgage etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Vanguard Mortgage. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Vanguard Mortgage etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Vanguard Mortgage Backed Securities etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Vanguard Mortgage Backed Securities etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Vanguard Mortgage Backed Securities, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Vanguard Etf please use our How to Invest in Vanguard Mortgage guide.
Already Invested in Vanguard Mortgage Backed Securities?
The danger of trading Vanguard Mortgage Backed Securities is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Vanguard Mortgage is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Vanguard Mortgage. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Vanguard Mortgage is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Vanguard Mortgage is a strong investment it is important to analyze Vanguard Mortgage's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Vanguard Mortgage's future performance. For an informed investment choice regarding Vanguard Etf, refer to the following important reports: Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Mortgage Backed Securities. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of labor statistics. Note that the Vanguard Mortgage information on this page should be used as a complementary analysis to other Vanguard Mortgage's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
The market value of Vanguard Mortgage is measured differently than its book value, which is the value of Vanguard that is recorded on the company's balance sheet. Investors also form their own opinion of Vanguard Mortgage's value that differs from its market value or its book value, called intrinsic value, which is Vanguard Mortgage's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Vanguard Mortgage's market value can be influenced by many factors that don't directly affect Vanguard Mortgage's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Vanguard Mortgage's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Mortgage is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Mortgage's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.