Vanguard 500 Index Fund Manager Performance Evaluation

VFIAX Fund  USD 559.22  1.43  0.26%   
The entity has a beta of -0.019, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Vanguard 500 are expected to decrease at a much lower rate. During the bear market, Vanguard 500 is likely to outperform the market.

Risk-Adjusted Performance

17 of 100

 
Weak
 
Strong
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard 500 Index are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Vanguard 500 may actually be approaching a critical reversion point that can send shares even higher in January 2025.
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JavaScript chart by amCharts 3.21.151SepOctNov -4-202468
JavaScript chart by amCharts 3.21.15Vanguard 500 Index Vanguard 500 Index Dividend Benchmark Dow Jones Industrial
1
7 Best Vanguard Index Funds to Buy Investing - U.S News World Report Money
10/30/2024
Expense Ratio Date28th of April 2023
Expense Ratio0.0400
  

Vanguard 500 Relative Risk vs. Return Landscape

If you would invest  50,734  in Vanguard 500 Index on September 5, 2024 and sell it today you would earn a total of  5,188  from holding Vanguard 500 Index or generate 10.23% return on investment over 90 days. Vanguard 500 Index is currently producing 0.1572% returns and takes up 0.7171% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Vanguard, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
JavaScript chart by amCharts 3.21.15CashMarketVFIAX 0.00.10.20.30.40.50.60.70.8 -0.050.000.050.100.15
       Risk  
Assuming the 90 days horizon Vanguard 500 is expected to generate 0.97 times more return on investment than the market. However, the company is 1.04 times less risky than the market. It trades about 0.22 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.2 per unit of risk.

Vanguard 500 Current Valuation

Overvalued
Today
559.22
Please note that Vanguard 500's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Vanguard 500 Index has a current Real Value of $514.16 per share. The regular price of the fund is $559.22. We determine the value of Vanguard 500 Index 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 500 is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard 500'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  559.22 Real  514.16 Hype  558.94 Naive  560.55
The intrinsic value of Vanguard 500'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 500'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.
513.44
Downside
514.16
Real Value
615.14
Upside
Estimating the potential upside or downside of Vanguard 500 Index 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 500 more accurately as focusing exclusively on Vanguard 500's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
547.65552.83558.01
Details
Hype
Prediction
LowEstimatedHigh
558.22558.94559.66
Details
Naive
Forecast
LowNext ValueHigh
559.83560.55561.27
Details

Vanguard 500 Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard 500's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vanguard 500 Index, and traders can use it to determine the average amount a Vanguard 500'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 = 0.2192

Best PortfolioBest Equity
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Estimated Market Risk

 0.72
  actual daily
6
94% of assets are more volatile

Expected Return

 0.16
  actual daily
3
97% of assets have higher returns

Risk-Adjusted Return

 0.22
  actual daily
17
83% of assets perform better
Based on monthly moving average Vanguard 500 is performing at about 17% 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 500 by adding it to a well-diversified portfolio.

Vanguard 500 Fundamentals Growth

Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard 500, and Vanguard 500 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.

About Vanguard 500 Performance

Evaluating Vanguard 500's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard 500 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 500 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 Standard Poors 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. 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. The fund is non-diversified.

Things to note about Vanguard 500 Index performance evaluation

Checking the ongoing alerts about Vanguard 500 for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard 500 Index 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 99.33% of its net assets in stocks
Evaluating Vanguard 500's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Vanguard 500's mutual fund performance include:
  • Analyzing Vanguard 500'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 500's stock is overvalued or undervalued compared to its peers.
  • Examining Vanguard 500'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 500's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard 500's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Vanguard 500's mutual fund. These opinions can provide insight into Vanguard 500's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Vanguard 500's mutual fund performance is not an exact science, and many factors can impact Vanguard 500'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 500 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 500 security.
Equity Forecasting
Use basic forecasting models to generate price predictions and determine price momentum
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
Aroon Oscillator
Analyze current equity momentum using Aroon Oscillator and other momentum ratios
Fundamental Analysis
View fundamental data based on most recent published financial statements