Vanguard Short Term Bond Fund Manager Performance Evaluation
| VBITX Fund | USD 10.00 0.03 0.30% |
The entity has a beta of 0.0944, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Vanguard Short's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vanguard Short is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
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Very Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Short Term Bond are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Vanguard Short is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0500 |
Vanguard |
Vanguard Short Relative Risk vs. Return Landscape
If you would invest 998.00 in Vanguard Short Term Bond on February 7, 2024 and sell it today you would earn a total of 2.00 from holding Vanguard Short Term Bond or generate 0.2% return on investment over 90 days. Vanguard Short Term Bond is currently producing 0.0034% returns and takes up 0.178% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Vanguard, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Vanguard Short Current Valuation
Fairly Valued
Today
Please note that Vanguard Short's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Vanguard Short Term has a current Real Value of $9.99 per share. The regular price of the fund is $10.0. We determine the value of Vanguard Short Term 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.
Our valuation method for Vanguard Short Term Bond is useful when determining the fair value of the Vanguard mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Vanguard Short. Since Vanguard Short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Short'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 10.0 | Real 9.99 | Hype 10.0 | Naive 10.03 |
The real value of Vanguard Mutual Fund, also known as its intrinsic value, is the underlying worth of Vanguard Short Term Mutual Fund, which is reflected in its stock price. It is based on Vanguard Short's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Vanguard Short'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 Short'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 Short Term Bond 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 Short more accurately as focusing exclusively on Vanguard Short's fundamentals will not take into account other important factors: Vanguard Short Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Short's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vanguard Short Term Bond, and traders can use it to determine the average amount a Vanguard Short'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 = 0.019
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | VBITX |
Estimated Market Risk
| 0.18 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Vanguard Short is performing at about 1% 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 Short by adding it to a well-diversified portfolio.
Vanguard Short Fundamentals Growth
Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard Short, and Vanguard Short 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.
| Total Asset | 68.12 B | ||||
About Vanguard Short Performance
To evaluate Vanguard Short Term Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Vanguard Short generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Vanguard Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Vanguard Short Term market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Vanguard's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The investment seeks to track the performance of the Bloomberg U.S. 1-5 Year GovernmentCredit Float Adjusted Index. Vanguard Short-Term is traded on NASDAQ Exchange in the United States.Things to note about Vanguard Short Term performance evaluation
Checking the ongoing alerts about Vanguard Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Short Term help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -1.0% | |
| Vanguard Short Term keeps about 8.94% of its net assets in bonds |
- Analyzing Vanguard Short'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 Short's stock is overvalued or undervalued compared to its peers.
- Examining Vanguard Short'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 Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard Short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vanguard Short's mutual fund. These opinions can provide insight into Vanguard Short's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Short Term Bond. 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 estimate. You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..