Vanguard Strategic Small Cap Fund Manager Performance Evaluation
| VSTCX Fund | USD 40.29 0.55 1.35% |
The entity has a beta of -0.34, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Vanguard Strategic are expected to decrease at a much lower rate. During the bear market, Vanguard Strategic is likely to outperform the market.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Strategic Small Cap are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Vanguard Strategic showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio Date | 31st of January 2023 | |
| Expense Ratio | 0.2100 |
Vanguard |
Vanguard Strategic Relative Risk vs. Return Landscape
If you would invest 3,492 in Vanguard Strategic Small Cap on April 26, 2025 and sell it today you would earn a total of 537.00 from holding Vanguard Strategic Small Cap or generate 15.38% return on investment over 90 days. Vanguard Strategic Small Cap is currently producing 0.2372% returns and takes up 1.1261% volatility of returns over 90 trading days. Put another way, 10% 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 Strategic Current Valuation
Overvalued
Today
Please note that Vanguard Strategic's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Vanguard Strategic has a current Real Value of $36.56 per share. The regular price of the fund is $40.29. We determine the value of Vanguard Strategic 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 Strategic is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Strategic'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 40.29 | Real 36.56 | Hype 40.29 | Naive 39.97 |
The intrinsic value of Vanguard Strategic'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 Strategic'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 Strategic Small Cap 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 Strategic more accurately as focusing exclusively on Vanguard Strategic's fundamentals will not take into account other important factors: Vanguard Strategic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Strategic's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vanguard Strategic Small Cap, and traders can use it to determine the average amount a Vanguard Strategic'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 = 0.2106
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | VSTCX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.13 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Vanguard Strategic is performing at about 16% 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 Strategic by adding it to a well-diversified portfolio.
Vanguard Strategic Fundamentals Growth
Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard Strategic, and Vanguard Strategic 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 | 16.04 X | |||
| Price To Book | 1.70 X | |||
| Price To Sales | 0.65 X | |||
About Vanguard Strategic Performance
Evaluating Vanguard Strategic's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard Strategic 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 Strategic 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 small-capitalization domestic equity securities based on the advisors assessment of the relative return potential of the securities. Vanguard Strategic is traded on NASDAQ Exchange in the United States.Things to note about Vanguard Strategic performance evaluation
Checking the ongoing alerts about Vanguard Strategic for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Strategic 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 99.95% of its net assets in stocks |
- Analyzing Vanguard Strategic'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 Strategic's stock is overvalued or undervalued compared to its peers.
- Examining Vanguard Strategic'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 Strategic's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard Strategic's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vanguard Strategic's mutual fund. These opinions can provide insight into Vanguard Strategic's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vanguard Mutual Fund
Vanguard Strategic 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 Strategic security.
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