Vanguard Mutual Fund Manager Performance Evaluation

VMCIX
 Fund
  

USD 54.32  0.33  0.60%   

The entity has a beta of 1.2201, which indicates a somewhat significant risk relative to the market. Let's try to break down what Vanguard's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Vanguard Index will likely underperform. Even though it is essential to pay attention to Vanguard Index Trust current price movements, it is always good to be careful when utilizing equity historical returns. Our philosophy towards 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 Index Trust exposes twenty-one different technical indicators, which can help you to evaluate its performance.
  
Refresh
Vanguard Performance
0 of 100
Over the last 90 days Vanguard Index Trust has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's forward indicators remain fairly strong which may send shares a bit higher in July 2022. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more

Vanguard Price Channel

Fifty Two Week Low52.08
Fifty Two Week High71.38
Trailing Annual Dividend Yield5.39%

Vanguard Index Relative Risk vs. Return Landscape

If you would invest  6,521  in Vanguard Index Trust on April 1, 2022 and sell it today you would lose (1,089)  from holding Vanguard Index Trust or give up 16.7% of portfolio value over 90 days. Vanguard Index Trust is currently producing negative expected returns and takes up 1.8705% volatility of returns over 90 trading days. Put another way, 16% 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 Index is expected to under-perform the market. In addition to that, the company is 1.28 times more volatile than its market benchmark. It trades about -0.15 of its total potential returns per unit of risk. The DOW is currently generating roughly -0.14 per unit of volatility.

Vanguard Index Current Valuation

Undervalued
Today 54.32
Please note that Vanguard Index's price fluctuation is very steady at this time.
Vanguard Index Trust has a current Real Value of $55.42 per share. The regular price of the fund is $54.32. At this time, the fund appears to be undervalued. We determine the value of Vanguard Index Trust from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued stocks and dropping overvalued stocks since, at some point, stock prices and their ongoing real values will draw towards each other.
Our valuation method for Vanguard Index Trust 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 Index. Since Vanguard Index is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Index'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.
55.42
Real Value
57.29
Upside
Estimating the potential upside or downside of Vanguard Index Trust 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 Index more accurately as focusing exclusively on Vanguard Index's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
51.7256.4961.26
Details
Hype
Prediction
LowEstimated ValueHigh
52.4054.2756.14
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.470.480.48
Details

Vanguard Index Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Index's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vanguard Index Trust, and traders can use it to determine the average amount a Vanguard Index'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 = -0.1481

Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative ReturnsVMCIX
Estimated Market Risk
 1.87
  actual daily
 
 16 %
of total potential
 
1616
Expected Return
 -0.28
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 -0.15
  actual daily
 
 0 %
of total potential
 
00
Based on monthly moving average Vanguard Index 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 Index by adding it to a well-diversified portfolio.

About Vanguard Index Performance

To evaluate Vanguard Index Trust 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 Index 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 Index Trust stock market performance in a much more refined way. At Macroaxis, we take it even further. 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 CRSP US Mid Cap Index, a broadly diversified index of stocks of mid-size U.S. companies. Vanguard Index is traded on NASDAQ Exchange in the United States.

Things to note about Vanguard Index Trust

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

Vanguard Index Alerts

Equity Alerts and Improvement Suggestions

Vanguard Index Trust generated a negative expected return over the last 90 days
Vanguard Index Trust is unlikely to experience financial distress in the next 2 years
The fund keeps 99.29% of its net assets in stocks
Also, please take a look at World Market Map. Note that the Vanguard Index Trust information on this page should be used as a complementary analysis to other Vanguard Index's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.

Complementary Tools for Vanguard Mutual Fund analysis

When running Vanguard Index Trust price analysis, check to measure Vanguard Index'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 Index is operating at the current time. Most of Vanguard Index's value examination focuses on studying past and present price action to predict the probability of Vanguard Index's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Vanguard Index's price. Additionally, you may evaluate how the addition of Vanguard Index to your portfolios can decrease your overall portfolio volatility.
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Go
Fundamental Analysis
View fundamental data based on most recent published financial statements
Go
Portfolio Anywhere
Track or share privately all of your investments from the convenience of any device
Go
Portfolio Holdings
Check your current holdings and cash postion to detemine if your portfolio needs rebalancing
Go
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Go
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Go
Please note, there is a significant difference between Vanguard Index's value and its price as these two are different measures arrived at by different means. Investors typically determine Vanguard Index value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Index'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.