Vanguard Limited Term Tax Exempt Fund Manager Performance Evaluation
| VMLTX Fund | USD 10.91 0.01 0.09% |
The entity has a beta of -0.0436, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Vanguard Limited-term are expected to decrease at a much lower rate. During the bear market, Vanguard Limited-term is likely to outperform the market.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Limited Term Tax Exempt are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Vanguard Limited-term is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 27th of February 2023 | |
| Expense Ratio | 0.1700 |
Vanguard |
Vanguard Limited-term Relative Risk vs. Return Landscape
If you would invest 1,086 in Vanguard Limited Term Tax Exempt on September 2, 2024 and sell it today you would earn a total of 5.00 from holding Vanguard Limited Term Tax Exempt or generate 0.46% return on investment over 90 days. Vanguard Limited Term Tax Exempt is currently producing 0.0072% returns and takes up 0.1091% volatility of returns over 90 trading days. Put another way, 0% 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 Limited-term Current Valuation
Overvalued
Today
Please note that Vanguard Limited-term's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Vanguard Limited Term has a current Real Value of $10.03 per share. The regular price of the fund is $10.91. We determine the value of Vanguard Limited Term 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 Limited-term is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Limited-term'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 10.91 | Real 10.03 | Hype 10.91 | Naive 10.89 |
The intrinsic value of Vanguard Limited-term'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 Limited-term'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 Limited Term Tax Exempt 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 Limited-term more accurately as focusing exclusively on Vanguard Limited-term's fundamentals will not take into account other important factors: Vanguard Limited-term Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Limited-term's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vanguard Limited Term Tax Exempt, and traders can use it to determine the average amount a Vanguard Limited-term'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 = 0.0663
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| VMLTX |
Based on monthly moving average Vanguard Limited-term is performing at about 5% 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 Limited-term by adding it to a well-diversified portfolio.
Vanguard Limited-term Fundamentals Growth
Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard Limited-term, and Vanguard Limited-term 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.
| Total Asset | 916 M | ||||
About Vanguard Limited-term Performance
Evaluating Vanguard Limited-term's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard Limited-term 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 Limited-term 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 has no limitations on the maturity of individual securities, but is expected to maintain a dollar-weighted average maturity of 2 to 6 years. At least 75 percent of the securities held by the fund are municipal bonds in the top three credit-rating categories as determined by a nationally recognized statistical rating organization or, if unrated, determined to be of comparable quality by the advisor. The remaining 5 percent may be invested in securities with lower credit ratings or, if unrated, determined to be of comparable quality by the advisor.Things to note about Vanguard Limited Term performance evaluation
Checking the ongoing alerts about Vanguard Limited-term for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Limited Term 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 most of the net assets in exotic instruments. |
- Analyzing Vanguard Limited-term'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 Limited-term's stock is overvalued or undervalued compared to its peers.
- Examining Vanguard Limited-term'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 Limited-term's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard Limited-term's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vanguard Limited-term's mutual fund. These opinions can provide insight into Vanguard Limited-term's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vanguard Mutual Fund
Vanguard Limited-term 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 Limited-term security.
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