Vanguard Small One Year Return vs. Price To Sales

VSIIX Fund  USD 51.45  0.30  0.58%   
Taking into consideration Vanguard Small's profitability measurements, Vanguard Small Cap Value may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Vanguard Small's ability to earn profits and add value for shareholders.
For Vanguard Small profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Vanguard Small to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Vanguard Small Cap Value utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Vanguard Small's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Vanguard Small Cap Value over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Vanguard Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Small's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Vanguard Small Cap Price To Sales vs. One Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Vanguard Small's current stock value. Our valuation model uses many indicators to compare Vanguard Small value to that of its competitors to determine the firm's financial worth.
Vanguard Small Cap Value is rated third in one year return among similar funds. It is rated second in price to sales among similar funds fabricating about  0.03  of Price To Sales per One Year Return. The ratio of One Year Return to Price To Sales for Vanguard Small Cap Value is roughly  30.94 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Vanguard Small's earnings, one of the primary drivers of an investment's value.

Vanguard Price To Sales vs. One Year Return

One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

Vanguard Small

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
30.01 %
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Price to Sales ratio is typically used for valuing equity relative to its own past performance as well as to performance of other companies or market indexes. In most cases, the lower the ratio, the better it is for investors. However, it is advisable for investors to exercise caution when looking at price-to-sales ratios across different industries.

Vanguard Small

P/S

 = 

MV Per Share

Revenue Per Share

 = 
0.97 X
The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.

Vanguard Price To Sales Comparison

Vanguard Small is currently under evaluation in price to sales among similar funds.

Vanguard Small Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Vanguard Small, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Vanguard Small will eventually generate negative long term returns. The profitability progress is the general direction of Vanguard Small's change in net profit over the period of time. It can combine multiple indicators of Vanguard Small, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund advisor employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Value Index, a broadly diversified index of value stocks of small U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Vanguard Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Vanguard Small. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Vanguard Small position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Vanguard Small's important profitability drivers and their relationship over time.

Use Vanguard Small in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Vanguard Small position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Vanguard Small will appreciate offsetting losses from the drop in the long position's value.

Vanguard Small Pair Trading

Vanguard Small Cap Value Pair Trading Analysis

The ability to find closely correlated positions to Vanguard Small could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Vanguard Small when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Vanguard Small - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Vanguard Small Cap Value to buy it.
The correlation of Vanguard Small is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Vanguard Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Vanguard Small Cap moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Vanguard Small can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Vanguard Small position

In addition to having Vanguard Small in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Financials Thematic Idea Now

Financials
Financials Theme
Companies that provide financial services to business or retail customers. The Financials theme has 20 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Financials Theme or any other thematic opportunities.
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Other Information on Investing in Vanguard Mutual Fund

To fully project Vanguard Small's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Vanguard Small Cap at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Vanguard Small's income statement, its balance sheet, and the statement of cash flows.
Potential Vanguard Small investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Vanguard Small investors may work on each financial statement separately, they are all related. The changes in Vanguard Small's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Vanguard Small's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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