Vanguard Wellesley Income Fund Manager Performance Evaluation
| VWINX Fund | USD 26.50 0.05 0.19% |
The entity has a beta of 0.023, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Vanguard Wellesley's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vanguard Wellesley is expected to be smaller as well.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Wellesley Income are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Vanguard Wellesley is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Vanguard lays out key investing strategy after Fed rate cut - TheStreet | 09/18/2024 |
| Expense Ratio Date | 31st of January 2023 | |
| Expense Ratio | 0.2300 |
Vanguard |
Vanguard Wellesley Relative Risk vs. Return Landscape
If you would invest 2,604 in Vanguard Wellesley Income on September 4, 2024 and sell it today you would earn a total of 46.00 from holding Vanguard Wellesley Income or generate 1.77% return on investment over 90 days. Vanguard Wellesley Income is currently producing 0.0278% returns and takes up 0.3075% volatility of returns over 90 trading days. Put another way, 2% 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 Wellesley Current Valuation
Fairly Valued
Today
Please note that Vanguard Wellesley's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Vanguard Wellesley Income has a current Real Value of $26.41 per share. The regular price of the fund is $26.5. We determine the value of Vanguard Wellesley 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 Wellesley is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Wellesley'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 26.5 | Real 26.41 | Hype 26.5 | Naive 26.64 |
The intrinsic value of Vanguard Wellesley'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 Wellesley'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 Wellesley 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 Wellesley more accurately as focusing exclusively on Vanguard Wellesley's fundamentals will not take into account other important factors: Vanguard Wellesley Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Wellesley's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vanguard Wellesley Income, and traders can use it to determine the average amount a Vanguard Wellesley'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 = 0.0905
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | VWINX |
Estimated Market Risk
| 0.31 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Vanguard Wellesley is performing at about 7% 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 Wellesley by adding it to a well-diversified portfolio.
Vanguard Wellesley Fundamentals Growth
Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard Wellesley, and Vanguard Wellesley 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 | 19.51 X | ||||
| Price To Book | 2.51 X | ||||
| Price To Sales | 2.20 X | ||||
| Total Asset | 9.76 B | ||||
About Vanguard Wellesley Performance
Evaluating Vanguard Wellesley's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Vanguard Wellesley 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 Wellesley 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 approximately 60 percent to 65 percent of its assets in investment-grade fixed income securities, including corporate, U.S. Treasury, and government agency bonds, as well as mortgage-backed securities. The remaining 35 percent to 40 percent of fund assets are invested in common stocks of companies that have a history of above-average dividends or expectations of increasing dividends.Things to note about Vanguard Wellesley Income performance evaluation
Checking the ongoing alerts about Vanguard Wellesley for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Wellesley 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 about 9.41% of its net assets in bonds |
- Analyzing Vanguard Wellesley'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 Wellesley's stock is overvalued or undervalued compared to its peers.
- Examining Vanguard Wellesley'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 Wellesley's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard Wellesley's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Vanguard Wellesley's mutual fund. These opinions can provide insight into Vanguard Wellesley's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Vanguard Mutual Fund
Vanguard Wellesley 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 Wellesley security.
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