Vanguard Small Cap Index Fund Manager Performance Evaluation
| VSCIX Fund | USD 121.30 0.95 0.79% |
The entity has a beta of 1.23, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Vanguard Small will likely underperform.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Small Cap Index are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Vanguard Small showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.0400 |
Vanguard |
Vanguard Small Relative Risk vs. Return Landscape
If you would invest 10,432 in Vanguard Small Cap Index on August 12, 2024 and sell it today you would earn a total of 1,698 from holding Vanguard Small Cap Index or generate 16.28% return on investment over 90 days. Vanguard Small Cap Index is currently producing 0.2376% returns and takes up 1.0434% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Vanguard, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Vanguard Small Current Valuation
Undervalued
Today
Please note that Vanguard Small's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Vanguard Small Cap has a current Real Value of $132.22 per share. The regular price of the fund is $121.3. We determine the value of Vanguard Small Cap 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Small'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 121.3 | Real 132.22 | Hype 121.3 | Naive 125.38 |
The intrinsic value of Vanguard Small'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 Small'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 Small Cap 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 Small more accurately as focusing exclusively on Vanguard Small's fundamentals will not take into account other important factors: Vanguard Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vanguard Small Cap Index, and traders can use it to determine the average amount a Vanguard Small'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 = 0.2277
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | VSCIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.04 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 17 83% of assets perform better |
Based on monthly moving average Vanguard Small 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 Small by adding it to a well-diversified portfolio.
Vanguard Small Fundamentals Growth
Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard Small, and Vanguard Small 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 | 4.84 X | ||||
| Price To Book | 2.08 X | ||||
| Price To Sales | 1.29 X | ||||
| Total Asset | 119.9 B | ||||
About Vanguard Small Performance
Evaluating Vanguard Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard Small 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 Small 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 advisor employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Index, a broadly diversified index of stocks of small 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.Things to note about Vanguard Small Cap performance evaluation
Checking the ongoing alerts about Vanguard Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Small Cap 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 97.64% of its net assets in stocks |
- Analyzing Vanguard Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Vanguard Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vanguard Small's mutual fund. These opinions can provide insight into Vanguard Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vanguard Mutual Fund
Vanguard Small 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 Small security.
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