Vanguard Small Cap Index Fund Manager Performance Evaluation
| VSMAX Fund | USD 102.26 0.99 0.98% |
The entity has a beta of 1.51, 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 Small-cap will likely underperform.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Small Cap Index are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Vanguard Small-cap is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Is Vanguard Small-Cap Index Admiral a Strong Mutual Fund Pick Right Now - Yahoo Finance | 03/13/2024 |
| Expense Ratio Date | 28th of April 2023 | |
| Expense Ratio | 0.0500 |
Vanguard |
Vanguard Small-cap Relative Risk vs. Return Landscape
If you would invest 9,951 in Vanguard Small Cap Index on January 24, 2024 and sell it today you would earn a total of 275.00 from holding Vanguard Small Cap Index or generate 2.76% return on investment over 90 days. Vanguard Small Cap Index is currently producing 0.0492% returns and takes up 1.0291% 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 |
Vanguard Small-cap Current Valuation
Fairly Valued
Today
Please note that Vanguard Small-cap's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Vanguard Small Cap has a current Real Value of $102.79 per share. The regular price of the fund is $102.26. We determine the value of Vanguard Small 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 Small 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 Small-cap. Since Vanguard Small-cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Small-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 102.26 | Real 102.79 | Hype 102.24 |
The real value of Vanguard Mutual Fund, also known as its intrinsic value, is the underlying worth of Vanguard Small Cap Mutual Fund, which is reflected in its stock price. It is based on Vanguard Small-cap's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Vanguard Small-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 Small-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 Small 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 Small-cap more accurately as focusing exclusively on Vanguard Small-cap's fundamentals will not take into account other important factors: Vanguard Small-cap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Small-cap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vanguard Small Cap Index, and traders can use it to determine the average amount a Vanguard Small-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 = 0.0478
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| Negative Returns | VSMAX |
Estimated Market Risk
| 1.03 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Vanguard Small-cap is performing at about 3% 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 Small-cap by adding it to a well-diversified portfolio.
Vanguard Small-cap Fundamentals Growth
Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard Small-cap, and Vanguard Small-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 | 1.88 X | ||||
| Price To Book | 2.06 X | ||||
| Price To Sales | 1.25 X | ||||
| Total Asset | 44.68 B | ||||
About Vanguard Small-cap Performance
To evaluate Vanguard Small 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 Small-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 Small 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 Small Cap Index, a broadly diversified index of stocks of small 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 Small Cap performance evaluation
Checking the ongoing alerts about Vanguard Small-cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Small 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 97.71% of its net assets in stocks |
- Analyzing Vanguard Small-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 Small-cap's stock is overvalued or undervalued compared to its peers.
- Examining Vanguard Small-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 Small-cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard Small-cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vanguard Small-cap's mutual fund. These opinions can provide insight into Vanguard Small-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 Small 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 nation. Note that the Vanguard Small Cap 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 the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.