Vanguard Reit Index Fund Manager Performance Evaluation

VGSNX Fund  USD 18.83  0.46  2.50%   
The entity has a beta of 1.48, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Vanguard Reit will likely underperform.

Risk-Adjusted Performance

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Over the last 90 days Vanguard Reit Index has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Vanguard Reit 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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A Tale Of Two Labor Markets - Seeking Alpha
02/07/2024
Expense Ratio0.1000
  

Vanguard Reit Relative Risk vs. Return Landscape

If you would invest  1,920  in Vanguard Reit Index on December 29, 2023 and sell it today you would lose (37.00) from holding Vanguard Reit Index or give up 1.93% of portfolio value over 90 days. Vanguard Reit Index is currently producing negative expected returns and takes up 1.0972% volatility of returns over 90 trading days. Put another way, 9% 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  
Assuming the 90 days horizon Vanguard Reit is expected to under-perform the market. In addition to that, the company is 1.91 times more volatile than its market benchmark. It trades about -0.02 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.23 per unit of volatility.

Vanguard Reit Current Valuation

Fairly Valued
Today
18.83
Please note that Vanguard Reit's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Vanguard Reit Index has a current Real Value of $18.79 per share. The regular price of the fund is $18.83. We determine the value of Vanguard Reit Index 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 Reit Index 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 Reit. Since Vanguard Reit is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Reit'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  18.83 Real  18.79 Hype  18.83 Naive  18.55
The real value of Vanguard Mutual Fund, also known as its intrinsic value, is the underlying worth of Vanguard Reit Index Mutual Fund, which is reflected in its stock price. It is based on Vanguard Reit's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Vanguard Reit'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 Reit'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.
18.79
Real Value
19.89
Upside
Estimating the potential upside or downside of Vanguard Reit Index 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 Reit more accurately as focusing exclusively on Vanguard Reit's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
18.1618.5518.95
Details
Hype
Prediction
LowEstimatedHigh
17.7318.8319.93
Details
Potential
Annual Dividend
LowForecastedHigh
0.110.110.11
Details

Vanguard Reit Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Reit's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vanguard Reit Index, and traders can use it to determine the average amount a Vanguard Reit'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 = -0.0237

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Negative ReturnsVGSNX

Estimated Market Risk

 1.1
  actual daily
9
91% of assets are more volatile

Expected Return

 -0.03
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.02
  actual daily
0
Most of other assets perform better
Based on monthly moving average Vanguard Reit is not performing at its full potential. However, 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 Reit by adding Vanguard Reit to a well-diversified portfolio.

Vanguard Reit Fundamentals Growth

Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard Reit, and Vanguard Reit 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.

About Vanguard Reit Performance

To evaluate Vanguard Reit Index 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 Reit 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 Reit Index 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 advisor attempts to track the index by investing all, or substantially all, of its assets-either directly or indirectly through a wholly owned subsidiary, which is itself a registered investment company-in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.

Things to note about Vanguard Reit Index performance evaluation

Checking the ongoing alerts about Vanguard Reit for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Reit Index help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Vanguard Reit Index generated a negative expected return over the last 90 days
The fund keeps 99.05% of its net assets in stocks
Evaluating Vanguard Reit's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Vanguard Reit's mutual fund performance include:
  • Analyzing Vanguard Reit'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 Reit's stock is overvalued or undervalued compared to its peers.
  • Examining Vanguard Reit'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 Reit's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard Reit's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Vanguard Reit's mutual fund. These opinions can provide insight into Vanguard Reit's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Vanguard Reit's mutual fund performance is not an exact science, and many factors can impact Vanguard Reit's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Reit 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 board of governors.
You can also try the 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 Reit's price analysis, check to measure Vanguard Reit'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 Reit is operating at the current time. Most of Vanguard Reit's value examination focuses on studying past and present price action to predict the probability of Vanguard Reit'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 Reit's price. Additionally, you may evaluate how the addition of Vanguard Reit to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Vanguard Reit's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Reit is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Reit'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.