Vanguard Equity Income Fund Manager Performance Evaluation
| VEIRX Fund | USD 96.97 0.04 0.04% |
The entity has a beta of 0.76, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Vanguard Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vanguard Equity is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Equity Income are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Vanguard Equity is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.1800 |
Vanguard |
Vanguard Equity Relative Risk vs. Return Landscape
If you would invest 9,244 in Vanguard Equity Income on September 12, 2024 and sell it today you would earn a total of 453.00 from holding Vanguard Equity Income or generate 4.9% return on investment over 90 days. Vanguard Equity Income is currently producing 0.0766% returns and takes up 0.6174% volatility of returns over 90 trading days. Put another way, 5% 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 Equity Current Valuation
Fairly Valued
Today
Please note that Vanguard Equity's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Vanguard Equity Income has a current Real Value of $96.9 per share. The regular price of the fund is $96.97. We determine the value of Vanguard Equity Income 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 Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Equity'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 96.97 | Real 96.9 | Hype 96.93 | Naive 95.42 |
The intrinsic value of Vanguard Equity'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 Equity'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 Equity Income 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 Equity more accurately as focusing exclusively on Vanguard Equity's fundamentals will not take into account other important factors: Vanguard Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vanguard Equity Income, and traders can use it to determine the average amount a Vanguard Equity'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 = 0.1241
| Best Portfolio | Best Equity | |||
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| Cash | VEIRX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.62 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Vanguard Equity is performing at about 9% 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 Equity by adding it to a well-diversified portfolio.
Vanguard Equity Fundamentals Growth
Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard Equity, and Vanguard Equity 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 | 18.14 X | |||
| Price To Book | 2.38 X | |||
| Price To Sales | 1.83 X | |||
| Total Asset | 52.74 B | |||
About Vanguard Equity Performance
Evaluating Vanguard Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard Equity 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 Equity 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 common stocks of mid-size and large companies whose stocks typically pay above-average levels of dividend income and are, in the opinion of the purchasing advisor, undervalued relative to similar stocks. In addition, the advisors generally look for companies that they believe are committed to paying dividends consistently. Under normal circumstances, it will invest at least 80 percent of its assets in equity securities. The fund uses two investment advisors.Things to note about Vanguard Equity Income performance evaluation
Checking the ongoing alerts about Vanguard Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Equity Income 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 99.48% of its net assets in stocks |
- Analyzing Vanguard Equity'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 Equity's stock is overvalued or undervalued compared to its peers.
- Examining Vanguard Equity'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 Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vanguard Equity's mutual fund. These opinions can provide insight into Vanguard Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vanguard Mutual Fund
Vanguard Equity 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 Equity security.
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