Vanguard Institutional Total Fund Manager Performance Evaluation
| VITNX Fund | USD 103.91 0.54 0.52% |
The entity has a beta of 0.89, which indicates possible diversification benefits within a given portfolio. Vanguard Institutional returns are very sensitive to returns on the market. As the market goes up or down, Vanguard Institutional is expected to follow.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Institutional Total are ranked lower than 17 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Vanguard Institutional may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.0300 |
Vanguard |
Vanguard Institutional Relative Risk vs. Return Landscape
If you would invest 9,412 in Vanguard Institutional Total on September 1, 2024 and sell it today you would earn a total of 979.00 from holding Vanguard Institutional Total or generate 10.4% return on investment over 90 days. Vanguard Institutional Total is currently producing 0.1599% returns and takes up 0.7408% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Vanguard, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Vanguard Institutional Current Valuation
Overvalued
Today
Please note that Vanguard Institutional's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Vanguard Institutional has a current Real Value of $89.36 per share. The regular price of the fund is $103.91. We determine the value of Vanguard Institutional 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 Institutional is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Institutional'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 103.91 | Real 89.36 | Hype 103.91 | Naive 103.98 |
The intrinsic value of Vanguard Institutional'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 Institutional'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 Institutional Total 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 Institutional more accurately as focusing exclusively on Vanguard Institutional's fundamentals will not take into account other important factors: Vanguard Institutional Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Institutional's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vanguard Institutional Total, and traders can use it to determine the average amount a Vanguard Institutional'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 = 0.2159
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | VITNX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Vanguard Institutional is performing at about 17% 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 Institutional by adding it to a well-diversified portfolio.
Vanguard Institutional Fundamentals Growth
Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard Institutional, and Vanguard Institutional 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 | 18.96 X | ||||
| Price To Book | 2.47 X | ||||
| Price To Sales | 1.67 X | ||||
| Total Asset | 35.59 B | ||||
About Vanguard Institutional Performance
Evaluating Vanguard Institutional's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard Institutional 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 Institutional 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 employs an indexing investment approach designed to track the performance of the CRSP US Total Market Index, which represents approximately 100 percent of the investable U.S. stock market and includes large-, mid-, small-, and micro-cap stocks regularly traded on the New York Stock Exchange and Nasdaq. It invests by sampling the index, meaning that it holds a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key characteristics.Things to note about Vanguard Institutional performance evaluation
Checking the ongoing alerts about Vanguard Institutional for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Institutional 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 99.98% of its net assets in stocks |
- Analyzing Vanguard Institutional'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 Institutional's stock is overvalued or undervalued compared to its peers.
- Examining Vanguard Institutional'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 Institutional's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard Institutional's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vanguard Institutional's mutual fund. These opinions can provide insight into Vanguard Institutional's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vanguard Mutual Fund
Vanguard Institutional 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 Institutional security.
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