VANGUARD Mutual Fund Manager Performance Evaluation

VFINX
 Fund
  

USD 364.25  2.69  0.73%   

The entity has a beta of 1.0815, which indicates a somewhat significant risk relative to the market. Let's try to break down what VANGUARD's beta means in this case. VANGUARD 500 returns are very sensitive to returns on the market. As the market goes up or down, VANGUARD 500 is expected to follow. Even though it is essential to pay attention to VANGUARD 500 INDEX current price movements, it is always good to be careful when utilizing equity historical returns. Our approach into measuring any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. VANGUARD 500 INDEX exposes twenty-six different technical indicators, which can help you to evaluate its performance.
  
VANGUARD Performance
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Over the last 90 days VANGUARD 500 INDEX has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, VANGUARD 500 is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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VANGUARD Price Channel

Fifty Two Week Low330.25
Fifty Two Week High442.67
Trailing Annual Dividend Yield1.47%

VANGUARD 500 Relative Risk vs. Return Landscape

If you would invest  37,901  in VANGUARD 500 INDEX on September 10, 2022 and sell it today you would lose (1,476)  from holding VANGUARD 500 INDEX or give up 3.89% of portfolio value over 90 days. VANGUARD 500 INDEX is currently producing negative expected returns and takes up 1.6689% volatility of returns over 90 trading days. Put another way, 14% 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.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon VANGUARD 500 is expected to under-perform the market. In addition to that, the company is 1.12 times more volatile than its market benchmark. It trades about -0.03 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.0 per unit of volatility.

VANGUARD 500 Current Valuation

Fairly Valued
Today 364.25
Please note that VANGUARD 500's price fluctuation is very steady at this time.
VANGUARD 500 INDEX has a current Real Value of $363.67 per share. The regular price of the fund is $364.25. At this time, the entity appears to be fairly valued. We determine the value of VANGUARD 500 INDEX from examining 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 future time, mutual fund prices and their ongoing real values will draw towards each other.
Our valuation method for VANGUARD 500 INDEX is useful when determining the fair value of the VANGUARD mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of VANGUARD 500. Since VANGUARD 500 is currently traded on the exchange, buyers and sellers on that exchange determine the market value of VANGUARD Mutual Fund. However, VANGUARD 500'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.
362.00
Downside
363.67
Real Value
403.63
Upside
Estimating the potential upside or downside of VANGUARD 500 INDEX 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 500 more accurately as focusing exclusively on VANGUARD 500's fundamentals will not take into account other important factors:
Hype
Prediction
LowEstimated ValueHigh
365.18366.85368.52
Details

VANGUARD 500 Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for VANGUARD 500's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as VANGUARD 500 INDEX, and traders can use it to determine the average amount a VANGUARD 500'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 = -0.029

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Estimated Market Risk
 1.67
  actual daily
 
 14 %
of total potential
 
1414
Expected Return
 -0.05
  actual daily
 
 0 %
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00
Risk-Adjusted Return
 -0.03
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 0 %
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00
Based on monthly moving average VANGUARD 500 is performing at about 0% 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 500 by adding it to a well-diversified portfolio.

About VANGUARD 500 Performance

To evaluate VANGUARD 500 INDEX Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when VANGUARD 500 generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare VANGUARD Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand VANGUARD 500 INDEX market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents VANGUARD's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
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 Standard Poors 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. Vanguard Index is traded on NASDAQ Exchange in the United States.

Things to note about VANGUARD 500 INDEX

Checking the ongoing alerts about VANGUARD 500 for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for VANGUARD 500 INDEX help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

VANGUARD 500 Alerts

Equity Alerts and Improvement Suggestions

VANGUARD 500 INDEX generated a negative expected return over the last 90 days
VANGUARD 500 INDEX is unlikely to experience financial distress in the next 2 years
The fund keeps 99.33% of its net assets in stocks
Also, please take a look at World Market Map. You can also try Focused Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.

Complementary Tools for analysis

When running VANGUARD 500 INDEX price analysis, check to measure VANGUARD 500's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy VANGUARD 500 is operating at the current time. Most of VANGUARD 500's value examination focuses on studying past and present price action to predict the probability of VANGUARD 500's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move VANGUARD 500's price. Additionally, you may evaluate how the addition of VANGUARD 500 to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between VANGUARD 500's value and its price as these two are different measures arrived at by different means. Investors typically determine VANGUARD 500 value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, VANGUARD 500'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.