Vanguard Total Stock Fund Manager Performance Evaluation
| VSTSX Fund | USD 287.28 1.49 0.52% |
The entity has a beta of 0.89, which indicates possible diversification benefits within a given portfolio. Vanguard Total returns are very sensitive to returns on the market. As the market goes up or down, Vanguard Total 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 Total Stock 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 Total may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio | 0.0100 |
Vanguard |
Vanguard Total Relative Risk vs. Return Landscape
If you would invest 26,021 in Vanguard Total Stock on September 2, 2024 and sell it today you would earn a total of 2,707 from holding Vanguard Total Stock or generate 10.4% return on investment over 90 days. Vanguard Total Stock is currently producing 0.1574% returns and takes up 0.734% 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 Total Current Valuation
Overvalued
Today
Please note that Vanguard Total's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Vanguard Total Stock has a current Real Value of $247.06 per share. The regular price of the fund is $287.28. We determine the value of Vanguard Total Stock 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 Total is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Total'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 287.28 | Real 247.06 | Hype 287.28 | Naive 288.04 |
The intrinsic value of Vanguard Total'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 Total'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 Total Stock 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 Total more accurately as focusing exclusively on Vanguard Total's fundamentals will not take into account other important factors: Vanguard Total Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Total's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vanguard Total Stock, and traders can use it to determine the average amount a Vanguard Total'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 = 0.2144
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | VSTSX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.73 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
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Vanguard Total 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 Total by adding it to a well-diversified portfolio.
Vanguard Total Fundamentals Growth
Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard Total, and Vanguard Total 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 | 4.53 X | ||||
| Total Asset | 1.21 T | ||||
About Vanguard Total Performance
Evaluating Vanguard Total's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard Total 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 Total 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 index, which represents approximately 100 percent of the investable U.S. stock market and includes large-, mid-, small-, and micro-cap stocks. 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. The fund is non-diversified.Things to note about Vanguard Total Stock performance evaluation
Checking the ongoing alerts about Vanguard Total for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Total Stock 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 99.06% of its net assets in stocks |
- Analyzing Vanguard Total'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 Total's stock is overvalued or undervalued compared to its peers.
- Examining Vanguard Total'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 Total's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard Total's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vanguard Total's mutual fund. These opinions can provide insight into Vanguard Total's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vanguard Mutual Fund
Vanguard Total 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 Total security.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| CEOs Directory Screen CEOs from public companies around the world | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope |