Vanguard Tax-managed Financials
| VTMSX Fund | USD 87.11 0.46 0.53% |
Vanguard |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Vanguard Tax-managed Fund Summary
Vanguard Tax-managed competes with Vanguard Tax-managed, Vanguard Developed, Vanguard Tax-managed, Vanguard Small-cap, and Vanguard Strategic. The fund purchases stocks included in the S P SmallCap 600 Indexan index that is made up of stocks of smaller U.S. companies-in approximately the same proportions as in the index. To improve tax efficiency, it may limit investments in index securities that have undesirable tax characteristics, and may continue to hold securities no longer included in the index.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US9219434035 |
| Business Address | Vanguard Tax-managed Funds |
| Mutual Fund Family | Vanguard |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 662 7447 |
| Currency | USD - US Dollar |
Vanguard Tax-managed Key Financial Ratios
Vanguard Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Vanguard Tax-managed's current stock value. Our valuation model uses many indicators to compare Vanguard Tax-managed value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Vanguard Tax-managed competition to find correlations between indicators driving Vanguard Tax-managed's intrinsic value. More Info.Vanguard Tax Managed Small Cap is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Vanguard Tax Managed Small Cap is roughly 10.43 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Vanguard Tax-managed's earnings, one of the primary drivers of an investment's value.Vanguard Tax Managed Systematic Risk
Vanguard Tax-managed's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Vanguard Tax-managed volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Vanguard Tax Managed correlated with the market. If Beta is less than 0 Vanguard Tax-managed generally moves in the opposite direction as compared to the market. If Vanguard Tax-managed Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Vanguard Tax Managed is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Vanguard Tax-managed is generally in the same direction as the market. If Beta > 1 Vanguard Tax-managed moves generally in the same direction as, but more than the movement of the benchmark.
Vanguard Tax-managed March 27, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Vanguard Tax-managed help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Vanguard Tax Managed Small Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Vanguard Tax Managed Small Cap based on widely used predictive technical indicators. In general, we focus on analyzing Vanguard Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Vanguard Tax-managed's daily price indicators and compare them against related drivers.
| Information Ratio | (0.11) | |||
| Maximum Drawdown | 4.35 | |||
| Value At Risk | (2.05) | |||
| Potential Upside | 1.61 |
Other Information on Investing in Vanguard Mutual Fund
Vanguard Tax-managed financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Tax-managed security.
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