Vanguard Diversified Equity Fund Manager Performance Evaluation
| VDEQX Fund | USD 48.34 1.09 2.31% |
The entity has a beta of 0.93, which indicates possible diversification benefits within a given portfolio. Vanguard Diversified returns are very sensitive to returns on the market. As the market goes up or down, Vanguard Diversified is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Vanguard Diversified Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more1 | Is Vanguard Diversified Equity Investor a Strong Mutual Fund Pick Right Now - Yahoo Finance | 02/20/2025 |
| Expense Ratio Date | 27th of February 2023 | |
| Expense Ratio | 0.3500 |
Vanguard |
Vanguard Diversified Relative Risk vs. Return Landscape
If you would invest 5,433 in Vanguard Diversified Equity on December 17, 2024 and sell it today you would lose (599.00) from holding Vanguard Diversified Equity or give up 11.03% of portfolio value over 90 days. Vanguard Diversified Equity is currently producing negative expected returns and takes up 1.2375% volatility of returns over 90 trading days. Put another way, 11% 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 Diversified Current Valuation
Fairly Valued
Today
Please note that Vanguard Diversified's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Vanguard Diversified has a current Real Value of $48.98 per share. The regular price of the fund is $48.34. We determine the value of Vanguard Diversified 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.
Since Vanguard Diversified is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Diversified'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 48.34 | Real 48.98 | Hype 48.28 | Naive 48.08 |
The intrinsic value of Vanguard Diversified'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 Diversified'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 Diversified Equity 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 Diversified more accurately as focusing exclusively on Vanguard Diversified's fundamentals will not take into account other important factors: Vanguard Diversified Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Diversified's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vanguard Diversified Equity, and traders can use it to determine the average amount a Vanguard Diversified'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 = -0.151
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | VDEQX |
Estimated Market Risk
| 1.24 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.19 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.15 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Vanguard Diversified 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 Diversified by adding Vanguard Diversified to a well-diversified portfolio.
Vanguard Diversified Fundamentals Growth
Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard Diversified, and Vanguard Diversified 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 | 19.31 X | ||||
| Price To Book | 2.40 X | ||||
| Price To Sales | 1.63 X | ||||
About Vanguard Diversified Performance
Evaluating Vanguard Diversified's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard Diversified has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Vanguard Diversified has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund, as a fund of funds, invests in a diversified group of other Vanguard equity mutual funds, rather than in individual securities. The underlying funds holdings mainly consist of large-, mid-, and small-capitalization equity securities of domestic companies.Things to note about Vanguard Diversified performance evaluation
Checking the ongoing alerts about Vanguard Diversified for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Diversified help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Vanguard Diversified generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Is Vanguard Diversified Equity Investor a Strong Mutual Fund Pick Right Now - Yahoo Finance | |
| The fund keeps 97.01% of its net assets in stocks |
- Analyzing Vanguard Diversified'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 Diversified's stock is overvalued or undervalued compared to its peers.
- Examining Vanguard Diversified'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 Diversified's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard Diversified's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vanguard Diversified's mutual fund. These opinions can provide insight into Vanguard Diversified's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vanguard Mutual Fund
Vanguard Diversified 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 Diversified security.
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