VANGUARD Mutual Fund Quote

VSGAX Fund  USD 80.50  1.74  2.21%   
Market Performance
10 of 100
Odds Of Distress
Less than 1
VANGUARD SMALL-CAP is trading at 80.50 as of the 2nd of February 2023; that is 2.21 percent up since the beginning of the trading day. The fund's open price was 78.76. VANGUARD SMALL-CAP has a very small chance of experiencing financial distress in the next few years and had a ok performance during the last 90 days. Equity ratings for VANGUARD SMALL-CAP GROWTH are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of February 2021 and ending today, the 2nd of February 2023. Click here to learn more.
CUSIP
921937710
ISIN
US9219377101
Fiscal Year End
December
The fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Growth Index, a broadly diversified index of growth stocks of small U.S. companies. Vanguard Small-Cap is traded on NASDAQ Exchange in the United States. More on VANGUARD SMALL-CAP GROWTH

Moving together with VANGUARD SMALL-CAP

+0.66JPMJPMorgan Chase Sell-off TrendPairCorr
+0.64XOMExxon Mobil Corp Aggressive PushPairCorr
+0.74DISWalt Disney Earnings Call This WeekPairCorr

VANGUARD SMALL-CAP 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.
ChairmanWilliam McNabb
Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of VANGUARD SMALL-CAP's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldOvervalued
Startdate30th of December 2004
VANGUARD SMALL-CAP GROWTH [VSGAX] is traded in USA and was established 2nd of February 2023. The fund is listed under Small Growth category and is part of Vanguard family. VANGUARD SMALL-CAP GROWTH at this time has accumulated 25.39 B in net assets with no minimum investment requirements, while the total return for the last 3 years was 11.44%.
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 GROWTH 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 GROWTH Mutual Fund Constituents

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 near 1%. The VANGUARD SMALL-CAP GROWTH 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 1.4808. This entails 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 a negative alpha, implying that the risk taken by holding this instrument is not justified. VANGUARD SMALL-CAP GROWTH is significantly underperforming NYSE Composite.
  Odds Below 80.5HorizonTargetOdds Above 80.5
99.74%90 days
 80.50 
0.26%
Based on a normal probability distribution, the odds of VANGUARD SMALL-CAP to move above the current price in 90 days from now is near 1 (This VANGUARD SMALL-CAP GROWTH probability density function shows the probability of VANGUARD Mutual Fund to fall within a particular range of prices over 90 days) .

VANGUARD SMALL-CAP GROWTH 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 GROWTH at a given time.

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.

Did you try this?

Run Price Ceiling Movement Now

   

Price Ceiling Movement

Calculate and plot Price Ceiling Movement for different equity instruments
All  Next Launch Module

Invested in VANGUARD SMALL-CAP GROWTH?

The danger of trading VANGUARD SMALL-CAP GROWTH 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 GROWTH 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.
Also, please take a look at World Market Map. Note that the VANGUARD SMALL-CAP GROWTH information on this page should be used as a complementary analysis to other VANGUARD SMALL-CAP's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .

Complementary Tools for VANGUARD Mutual Fund analysis

When running VANGUARD SMALL-CAP GROWTH 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 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.
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Commodity Channel Index
Use Commodity Channel Index to analyze current equity momentum
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Price Transformation
Use Price Transformation models to analyze depth of different equity instruments across global markets
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
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 VANGUARD SMALL-CAP value 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.