Vanguard Growth Fund Manager Performance Evaluation
| VWUAX Fund | USD 196.03 1.57 0.81% |
The entity has a beta of 0.98, which indicates possible diversification benefits within a given portfolio. Vanguard returns are very sensitive to returns on the market. As the market goes up or down, Vanguard is expected to follow.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Growth Fund are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Vanguard showed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Is Vanguard US Growth Admiral a Strong Mutual Fund Pick Right Now - Yahoo Finance | 10/18/2024 |
| Expense Ratio | 0.2000 |
Vanguard |
Vanguard Relative Risk vs. Return Landscape
If you would invest 17,071 in Vanguard Growth Fund on September 4, 2024 and sell it today you would earn a total of 2,532 from holding Vanguard Growth Fund or generate 14.83% return on investment over 90 days. Vanguard Growth Fund is currently producing 0.2216% returns and takes up 1.0379% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Vanguard, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Vanguard Current Valuation
Overvalued
Today
Please note that Vanguard's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Vanguard Growth has a current Real Value of $171.53 per share. The regular price of the fund is $196.03. We determine the value of Vanguard Growth 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 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. | Historical | Market 196.03 | Real 171.53 | Hype 196.35 | Naive 196.52 |
The intrinsic value of Vanguard'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'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 Growth Fund 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: 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 Growth Fund, 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 = 0.2136
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | VWUAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.04 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Vanguard is performing at about 16% 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.
Vanguard Fundamentals Growth
Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard, and Vanguard 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 | 27.08 X | ||||
| Price To Book | 4.29 X | ||||
| Price To Sales | 3.09 X | ||||
| Total Asset | 52.61 B | ||||
About Vanguard Performance
Evaluating Vanguard's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard 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 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 invests mainly in large-capitalization stocks of U.S. companies considered to have above-average earnings growth potential and reasonable stock prices in comparison with expected earnings. Under normal circumstances, at least 80 percent of its assets will be invested in securities issued by U.S. companies. The manager uses multiple investment advisors. It is non-diversified.Things to note about Vanguard Growth performance evaluation
Checking the ongoing alerts about Vanguard for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Growth 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 99.83% of its net assets in stocks |
- Analyzing Vanguard'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's stock is overvalued or undervalued compared to its peers.
- Examining Vanguard'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's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vanguard's mutual fund. These opinions can provide insight into Vanguard's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vanguard Mutual Fund
Vanguard 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 security.
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