Vanguard Explorer Value Fund Manager Performance Evaluation
| VEVFX Fund | USD 53.02 0.05 0.09% |
The entity has a beta of 1.38, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Vanguard Explorer will likely underperform.
Risk-Adjusted Performance
8 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Explorer Value are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Vanguard Explorer may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio Date | 21st of December 2022 | |
| Expense Ratio | 0.4900 |
Vanguard |
Vanguard Explorer Relative Risk vs. Return Landscape
If you would invest 4,873 in Vanguard Explorer Value on August 30, 2024 and sell it today you would earn a total of 429.00 from holding Vanguard Explorer Value or generate 8.8% return on investment over 90 days. Vanguard Explorer Value is currently producing 0.1392% returns and takes up 1.2228% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Vanguard, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Vanguard Explorer Current Valuation
Fairly Valued
Today
Please note that Vanguard Explorer's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Vanguard Explorer Value has a current Real Value of $52.2 per share. The regular price of the fund is $53.02. We determine the value of Vanguard Explorer Value 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 Explorer is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Explorer'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 53.02 | Real 52.2 | Hype 53.02 |
The intrinsic value of Vanguard Explorer'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 Explorer'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 Explorer Value 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 Explorer more accurately as focusing exclusively on Vanguard Explorer's fundamentals will not take into account other important factors: Vanguard Explorer Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Explorer's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vanguard Explorer Value, and traders can use it to determine the average amount a Vanguard Explorer'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 = 0.1138
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
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| Cash | VEVFX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.22 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Vanguard Explorer is performing at about 8% 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 Explorer by adding it to a well-diversified portfolio.
Vanguard Explorer Fundamentals Growth
Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard Explorer, and Vanguard Explorer 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 | 18.43 X | ||||
| Price To Book | 1.87 X | ||||
| Price To Sales | 1.12 X | ||||
About Vanguard Explorer Performance
Evaluating Vanguard Explorer's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard Explorer 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 Explorer 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 the stocks of small and mid-size U.S. companies, choosing stocks considered by an advisor to be undervalued. Undervalued stocks are generally those that are out of favor with investors and are trading at prices that an advisor feels are below average in relation to measures such as cash flow and book value. These stocks may have above-average dividend yields. The manager uses multiple investment advisors.Things to note about Vanguard Explorer Value performance evaluation
Checking the ongoing alerts about Vanguard Explorer for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Explorer Value 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 99.47% of its net assets in stocks |
- Analyzing Vanguard Explorer'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 Explorer's stock is overvalued or undervalued compared to its peers.
- Examining Vanguard Explorer'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 Explorer's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard Explorer's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vanguard Explorer's mutual fund. These opinions can provide insight into Vanguard Explorer's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vanguard Mutual Fund
Vanguard Explorer 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 Explorer security.
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