Vanguard Small Cap Index Fund Quote

NAESX Fund  USD 104.48  0.57  0.55%   


10 of 100


Odds Of Distress

Less than 37

Below Average
Vanguard Small-cap is trading at 104.48 as of the 29th of February 2024; that is 0.55 percent increase since the beginning of the trading day. The fund's open price was 103.91. Vanguard Small-cap has about a 37 percent probability of financial distress in the next few years of operation but had a somewhat ok performance during the last 90 days. Equity ratings for Vanguard Small Cap Index are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of January 2024 and ending today, the 29th of February 2024. Click here to learn more.
The fund 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.. More on Vanguard Small Cap Index

Moving together with Vanguard Mutual Fund

  0.86VMIAX Vanguard Materials IndexPairCorr
  0.63VMLUX Vanguard Limited-termPairCorr
  0.63VMLTX Vanguard Limited-termPairCorr
  0.76VMNVX Vanguard Global MinimumPairCorr
  0.62VMMSX Vanguard Emerging MarketsPairCorr

Vanguard Mutual Fund 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 Small-cap's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Vanguard Small-cap or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationVanguard Funds, Large Funds, Small Blend Funds, Small Blend, Vanguard, Large, Small Blend (View all Sectors)
Update Date31st of December 2023
Expense Ratio Date26th of April 2019
Fiscal Year EndDecember
Vanguard Small Cap Index [NAESX] is traded in USA and was established 29th of February 2024. Vanguard Small-cap is listed under Vanguard category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Vanguard family. This fund now has accumulated 92.92 B in assets with no minimum investment requirementsVanguard Small-cap Index is currently producing year-to-date (YTD) return of 1.69% with the current yeild of 0.01%, while the total return for the last 3 years was 2.32%.
Check Vanguard Small-cap Probability Of Bankruptcy

Instrument Allocation

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 Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, 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 Small Cap Index Mutual Fund, 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 Small Cap Index Mutual Fund Constituents

ALGNAlign TechnologyStockHealth Care
TTWOTake Two Interactive SoftwareStockCommunication Services
TERTeradyneStockInformation Technology
NRGNRG EnergyStockUtilities
CDWCDW CorpStockInformation Technology
ALLEAllegion PLCStockIndustrials
WPCW P CareyStockReal Estate
More Details

Vanguard Small-cap Target Price Odds Analysis

Based on a normal probability distribution, the odds of Vanguard Small-cap jumping above the current price in 90 days from now is about 1.68%. The Vanguard Small Cap Index probability density function shows the probability of Vanguard Small-cap mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.2809. This indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Vanguard Small-cap will likely underperform. Additionally, the company has an alpha of 0.0025, implying that it can generate a 0.002501 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 104.48HorizonTargetOdds Above 104.48
98.30%90 days
Based on a normal probability distribution, the odds of Vanguard Small-cap to move above the current price in 90 days from now is about 1.68 (This Vanguard Small Cap Index probability density function shows the probability of Vanguard Mutual Fund to fall within a particular range of prices over 90 days) .

Vanguard Small-cap Index Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Vanguard Small-cap market risk premium is the additional return an investor will receive from holding Vanguard Small-cap 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 Small-cap. 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 Small-cap's alpha and beta are two of the key measurements used to evaluate Vanguard Small-cap's performance over the market, the standard measures of volatility play an important role as well.

Vanguard Small-cap Against Markets

Picking the right benchmark for Vanguard Small-cap mutual fund 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 Small-cap mutual fund 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 Small-cap is critical whether you are bullish or bearish towards Vanguard Small Cap Index at a given time. Please also check how Vanguard Small-cap'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 Small-cap 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.

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How to buy Vanguard Mutual Fund?

Before investing in Vanguard Small-cap, 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 Small-cap. To buy Vanguard Small-cap fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Vanguard Small-cap. 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 Small-cap fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Vanguard Small Cap Index fund 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 Small Cap Index fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Vanguard Small Cap Index, 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 fund 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.

Already Invested in Vanguard Small Cap Index?

The danger of trading Vanguard Small Cap Index is mainly related to its market volatility and Mutual Fund 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 Small-cap 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 Small-cap. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Vanguard Small-cap Index 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.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Vanguard Small Cap Index. Also, note that the market value of any Mutual Fund could be tightly coupled with the direction of predictive economic indicators such as signals in state.
You can also try the Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.

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When running Vanguard Small-cap's price analysis, check to measure Vanguard Small-cap's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Vanguard Small-cap is operating at the current time. Most of Vanguard Small-cap's value examination focuses on studying past and present price action to predict the probability of Vanguard Small-cap's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Vanguard Small-cap's price. Additionally, you may evaluate how the addition of Vanguard Small-cap to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Vanguard Small-cap's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Small-cap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Small-cap'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.