Vanguard Mutual Fund Manager Performance Evaluation

VSPVX -  USA Fund  

USD 309.46  0.00  0.00%

The entity has a beta of -0.0852, which indicates not very significant fluctuations relative to the market. Let's try to break down what Vanguard's beta means in this case. As returns on the market increase, returns on owning Vanguard are expected to decrease at a much lower rate. During the bear market, Vanguard is likely to outperform the market. Even though it is essential to pay attention to Vanguard SP 500 current price movements, it is always good to be careful when utilizing equity historical returns. Our philosophy towards measuring any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Vanguard SP 500 exposes twenty-one different technical indicators, which can help you to evaluate its performance.

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 Vanguard Performance
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Over the last 90 days Vanguard SP 500 has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Vanguard is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Fifty Two Week Low233.02
Fifty Two Week High322.22
Annual Report Expense Ratio0.08%

Vanguard Relative Risk vs. Return Landscape

If you would invest  31,238  in Vanguard SP 500 on June 27, 2021 and sell it today you would lose (292.00)  from holding Vanguard SP 500 or give up 0.93% of portfolio value over 90 days. Vanguard SP 500 is currently producing negative expected returns and takes up 0.7154% 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.
 Daily Expected Return (%) 
      Risk (%) 
Assuming the 90 days horizon Vanguard is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.0 times less risky than the market. the firm trades about -0.02 of its potential returns per unit of risk. The DOW is currently generating roughly 0.0 of returns per unit of risk over similar time horizon.

Vanguard Current Valuation

Fairly Valued
Today
309.46
25th of September 2021
Share
Please note that Vanguard's price fluctuation is very steady at this time.
Vanguard SP 500 has a current Real Value of $308.89 per share. The regular price of the fund is $309.46. At this time, the fund appears to be fairly valued. We determine the value of Vanguard SP 500 from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued stocks and dropping overvalued stocks since, at some point, stock prices and their ongoing real values will draw towards each other.
Our valuation method for Vanguard SP 500 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. Since Vanguard is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard'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.
308.17
Downside
308.89
Real Value
309.61
Upside
Estimating the potential upside or downside of Vanguard SP 500 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 more accurately as focusing exclusively on Vanguard's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
311.69318.41325.13
Details
Hype
Prediction
LowEstimated ValueHigh
308.74309.46310.18
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
4.054.094.13
Details

Vanguard Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vanguard SP 500, and traders can use it to determine the average amount a Vanguard'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 = -0.0191

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Negative ReturnsVSPVX
Estimated Market Risk
 0.72
  actual daily
 
 6 %
of total potential
 
66
Expected Return
 -0.01
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.02
  actual daily
 
 0 %
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00
Based on monthly moving average Vanguard 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 by adding it to a well-diversified portfolio.

About Vanguard Performance

To evaluate Vanguard SP 500 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 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 SP 500 stock market performance in a much more refined way. At Macroaxis, we take it even further. 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 a benchmark index that measures the investment return of large-capitalization value stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the SP 500 Value Index, which represents the value companies, as determined by the index sponsor, of the SP 500 Index. The index measures the performance of large-capitalization value companies in the United States.

Things to note about Vanguard SP 500

Checking the ongoing alerts about Vanguard for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Vanguard SP 500 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Vanguard Alerts

Equity Alerts and Improvement Suggestions

Vanguard SP 500 generates negative expected return over the last 90 days
Vanguard SP 500 is unlikely to experience financial distress in the next 2 years
The fund keeps 99.9% of its net assets in stocks
Also, please take a look at World Market Map. Note that the Vanguard SP 500 information on this page should be used as a complementary analysis to other Vanguard'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 Shere Portfolio module to track or share privately all of your investments from the convenience of any device.

Complementary Tools for Vanguard Mutual Fund analysis

When running Vanguard SP 500 price analysis, check to measure Vanguard'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 is operating at the current time. Most of Vanguard's value examination focuses on studying past and present price action to predict the probability of Vanguard's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Vanguard's price. Additionally, you may evaluate how the addition of Vanguard to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Vanguard's value and its price as these two are different measures arrived at by different means. Investors typically determine Vanguard value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard'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.