Vanguard Mutual Fund Quote

VSGIX -  USA Fund  

USD 79.31  1.96  2.41%

Vanguard Small-Cap is trading at 79.31 as of the 29th of November 2021; that is -2.41 percent down since the beginning of the trading day. The fund's open price was 81.27. Vanguard Small-Cap has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over 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 30th of October 2021 and ending today, the 29th of November 2021. Click here to learn more.
Market Performance
0 of 100
Odds Of Distress
Less than 3
The investment seeks to track the performance of the CRSP US Small Cap Growth Index that measures the investment return of small-capitalization growth stocks. Vanguard Small-Cap is traded on NASDAQ Exchange in the United States.. More on Vanguard Small-Cap Growth

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. If you consider yourself one of those investors, make sure you clearly understand your entering position. 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.
Vanguard Small-Cap generated a negative expected return over the last 90 days
The fund keeps all of its net assets in stocks
Legal NameVanguard Small-Cap Growth
ChairmanWilliam McNabb  (View All)
Macroaxis Advice
Unlike general analyst consensus, Macroaxis 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 HoldFairly Valued
Beta In Three Year1.19
Startdate30th of December 2004
Vanguard Small-Cap Growth [VSGIX] is traded in USA and was established 29th of November 2021. The fund is listed under Small Growth category and is part of Vanguard family. Vanguard Small-Cap Growth at this time has accumulated 37.89 B in net assets with minimum initial investment of 5 M. , while the total return for the last 3 years was 11.46%.
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 Small-Cap , and the less return is expected.

Top Vanguard Small-Cap Growth Constituents

Vanguard Small-Cap Target Price Odds Analysis

What are Vanguard Small-Cap's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Vanguard Small-Cap jumping above the current price in 90 days from now is about 91.31%. 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 1.0165. This entails Vanguard Small-Cap Growth market returns are sensitive to returns on the market. As the market goes up or down, Vanguard Small-Cap is expected to follow. 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 DOW.
 Odds Down 79.31HorizonTargetOdds Up 79.31 
8.52%90 days
 79.31 
91.31%
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 91.31 (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 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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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 Focused Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.

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.
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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 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.