Vanguard Mutual Fund Manager Performance Evaluation

VEXRX
 Fund
  

USD 95.08  1.53  1.64%   

The entity has a beta of 1.2139, which indicates a somewhat significant risk relative to the market. Let's try to break down what Vanguard's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Vanguard Explorer will likely underperform. Although it is important to respect Vanguard Explorer current price movements, it is better to be realistic regarding the information on the equity's historical returns. The philosophy towards measuring future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By inspecting Vanguard Explorer technical indicators, you can presently evaluate if the expected return of 0.0229% will be sustainable into the future.
  
Vanguard Performance
0 of 100
Over the last 90 days Vanguard Explorer has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Vanguard Explorer is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Vanguard Price Channel

Fifty Two Week Low84.61
Fifty Two Week High146.67
Annual Report Expense Ratio0.30%

Vanguard Explorer Relative Risk vs. Return Landscape

If you would invest  9,327  in Vanguard Explorer on September 1, 2022 and sell it today you would earn a total of  28.00  from holding Vanguard Explorer or generate 0.3% return on investment over 90 days. Vanguard Explorer is currently producing 0.0229% returns and takes up 1.9231% volatility of returns over 90 trading days. Put another way, 16% 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.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon Vanguard Explorer is expected to generate 4.77 times less return on investment than the market. In addition to that, the company is 1.39 times more volatile than its market benchmark. It trades about 0.01 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.08 per unit of volatility.

Vanguard Explorer Current Valuation

Fairly Valued
Today 95.08
Please note that Vanguard Explorer's price fluctuation is very steady at this time.
Vanguard Explorer has a current Real Value of $94.25 per share. The regular price of the fund is $95.08. At this time, the fund appears to be fairly valued. We determine the value of Vanguard Explorer 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 Explorer 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 Explorer. Since Vanguard Explorer is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Explorer'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.
94.25
Real Value
96.17
Upside
Estimating the potential upside or downside of Vanguard Explorer 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 Explorer more accurately as focusing exclusively on Vanguard Explorer's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
88.0291.9195.80
Details
Hype
Prediction
LowEstimated ValueHigh
93.1295.0496.96
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
9.0611.9514.84
Details

Vanguard Explorer Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Explorer's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vanguard Explorer, and traders can use it to determine the average amount a Vanguard Explorer'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 = 0.0119

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Negative ReturnsVEXRX
Estimated Market Risk
 1.92
  actual daily
 
 16 %
of total potential
 
1616
Expected Return
 0.02
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.01
  actual daily
 
 0 %
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00
Based on monthly moving average Vanguard Explorer is performing at about 0% 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 Explorer by adding it to a well-diversified portfolio.

About Vanguard Explorer Performance

To evaluate Vanguard Explorer 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 Explorer 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 Explorer 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 fund invests mainly in the stocks of small and mid-size companies. Vanguard Explorer is traded on NASDAQ Exchange in the United States.

Things to note about Vanguard Explorer

Checking the ongoing alerts about Vanguard Explorer for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Explorer help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Vanguard Explorer Alerts

Equity Alerts and Improvement Suggestions

Vanguard Explorer is unlikely to experience financial distress in the next 2 years
The fund keeps 99.33% of its net assets in stocks
Also, please take a look at World Market Map. You can also try Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.

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When running Vanguard Explorer price analysis, check to measure Vanguard Explorer'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 Explorer is operating at the current time. Most of Vanguard Explorer's value examination focuses on studying past and present price action to predict the probability of Vanguard Explorer's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Vanguard Explorer's price. Additionally, you may evaluate how the addition of Vanguard Explorer to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Vanguard Explorer's value and its price as these two are different measures arrived at by different means. Investors typically determine Vanguard Explorer value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Explorer'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.