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Vanguard quote and profile

 
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25.81
  
FUND
(0.12)  Macroaxis: -0.46 Down   0.46%  
May 23 2013 

Diversification Suggestion

Use Vanguard to protect against small markets fluctuations. The fund experiences normal downward trend and little activity
Analyze Vanguard Target Reti Trend or Check current 30 days Vanguard correlation with market (S&P 500)
1 Month Beta 0.72  
Highest Price:  
Lowest Price:  
26.14  
25.04  
May 21 2013 
April 23 2013 
As returns on market increase, Vanguard returns are expected to increase less than the market. However during bear market, the loss on holding Vanguard will be expected to be smaller as well.
Vanguard Target Retirement 2030 Inv Small BetaVanguard Target Reti Beta Legend
VTHRX United States NASDAQ
Vanguard Target Retirement 2030 Inv
Vanguard
Target Date 2026-2030
Benchmark S&P 500
Contact Number: 800. 662. 7447
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset16.25 B
Last Dividend Paid0.15
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States Russel   0.21 % Macroaxis: 0.21 Moved Up  
 
 United States SP 500   0.29 % Macroaxis: 0.29 Moved Down  
 
 United States NYSE   0.44 % Macroaxis: 0.44 Moved Down  
 
 thisRed VTHRX VTHRX agains markets  0.46 % Macroaxis: 0.46 Moved Down  
 
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Vanguard Leadership

William Coleman Fund Manager since February 21, 2013, MBA
Duane Kelly Fund Manager since June 6, 2006

Vanguard Price and Market Media

The median price of Vanguard for the period between Tue, Apr 23, 2013 and Thu, May 23, 2013 is 25.72 with a coefficient of variation of 1.34. The daily time series for the period is distributed with a sample standard deviation of 0.34, arithmetic mean of 25.64, and mean deviation of 0.29. The Fund did not receive any noticable media coverage during the period.
Vanguard         SP 500
Price Growth (%)
 

Vanguard Summary

Vanguard Target Retirement 2030 Inv [VTHRX] is traded in USA and was established in June 6, 2006. The fund is listed under Target Date 2026-2030 category and is part of Vanguard family. This fund at this time has accumulated 16.25 B in net assets with minimum initial investment of 1 K. Vanguard Target Retirement 2030 Inv is currently producing year-to-date (YTD) return of 6.63% with the current yeild of 2.0%, while the total return for the last 3 years was 17.54%.

Fund Instrument Allocation for Vanguard

The fund consists of 77.99% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.
Past Market
Over 30
Days
20
Out Of
100
 
Chance of
Less
Than
%
 
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Vanguard Research Report

Vanguard vs. T Rowe

Correlation analysis and fundamentals comparison between Vanguard Target Reti and T Rowe Price Retire

Vanguard Asset Under Management

Vanguard Target Retirement 2030 Inv is rated second in net asset among similar funds. Total Asset Under Management (AUM) of Target Date 2026-2030 category is currently estimated at about 122.97 Billion. Vanguard retains roughly 16.25 Billion in net asset claiming about 13% of funds listed under Target Date 2026-2030 category.

Vanguard Fundamentals

Holdings Turnover vs Price to Earning
Three Year Return vs Last Dividend Paid
Holdings Turnover vs Year to Date Return
Bond Positions Weight vs Last Dividend Paid

Vanguard vs Competition

Vanguard vs. T Rowe Price Retirement 2030 R
Vanguard vs. T Rowe Price Retirement 2030 Adv
Vanguard vs. T Rowe Price Retirement 2030
Vanguard vs. Fidelity Freedom K 2030
Vanguard vs. Fidelity Freedom 2030
Vanguard vs. Principal LifeTime 2030 Instl
Vanguard vs. Principal LifeTime 2030 J
Vanguard vs. Principal LifeTime 2030 B
Vanguard vs. Principal LifeTime 2030 R1

Vanguard May 23 2013 Opportunity Range

Downside Deviation0.5371
Information Ratio(0.13)
Maximum Drawdown1.26
Value At Risk(0.67)
Potential Upside0.6211

 
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