Vanguard Mid Cap Index Fund Manager Performance Evaluation
| VMCIX Fund | USD 64.33 0.05 0.08% |
The entity has a beta of 1.18, 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 Mid-cap will likely underperform.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Mid Cap Index are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Vanguard Mid-cap is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0400 |
Vanguard |
Vanguard Mid-cap Relative Risk vs. Return Landscape
If you would invest 6,285 in Vanguard Mid Cap Index on January 20, 2024 and sell it today you would earn a total of 148.00 from holding Vanguard Mid Cap Index or generate 2.35% return on investment over 90 days. Vanguard Mid Cap Index is currently producing 0.0398% returns and takes up 0.7565% volatility of returns over 90 trading days. Put another way, 6% 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 Mid-cap Current Valuation
Overvalued
Today
Please note that Vanguard Mid-cap's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Vanguard Mid Cap has a current Real Value of $60.38 per share. The regular price of the fund is $64.33. We determine the value of Vanguard Mid Cap 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 Mid Cap 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 Mid-cap. Since Vanguard Mid-cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Mid-cap'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 64.33 | Real 60.38 | Hype 64.33 | Naive 62.94 |
The real value of Vanguard Mutual Fund, also known as its intrinsic value, is the underlying worth of Vanguard Mid Cap Mutual Fund, which is reflected in its stock price. It is based on Vanguard Mid-cap's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Vanguard Mid-cap'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 Mid-cap'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 Mid Cap 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 Mid-cap more accurately as focusing exclusively on Vanguard Mid-cap's fundamentals will not take into account other important factors: Vanguard Mid-cap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Mid-cap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vanguard Mid Cap Index, and traders can use it to determine the average amount a Vanguard Mid-cap'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 = 0.0526
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| Negative Returns | VMCIX |
Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Vanguard Mid-cap is performing at about 4% 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 Mid-cap by adding it to a well-diversified portfolio.
Vanguard Mid-cap Fundamentals Growth
Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard Mid-cap, and Vanguard Mid-cap 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.
| Price To Earning | 2.41 X | ||||
| Price To Book | 2.46 X | ||||
| Price To Sales | 1.61 X | ||||
| Total Asset | 145.28 B | ||||
About Vanguard Mid-cap Performance
To evaluate Vanguard Mid Cap 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 Mid-cap 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 Mid Cap 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 employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Index, a broadly diversified index of stocks of mid-size U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.Things to note about Vanguard Mid Cap performance evaluation
Checking the ongoing alerts about Vanguard Mid-cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Mid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 98.88% of its net assets in stocks |
- Analyzing Vanguard Mid-cap'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 Mid-cap's stock is overvalued or undervalued compared to its peers.
- Examining Vanguard Mid-cap'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 Mid-cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard Mid-cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vanguard Mid-cap's mutual fund. These opinions can provide insight into Vanguard Mid-cap'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 Mid Cap 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 gross domestic product. You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.