Vanguard Mutual Fund Manager Performance Evaluation

VTWNX
 Fund
  

USD 27.09  0.16  0.59%   

The entity has a beta of 0.0114, which indicates not very significant fluctuations relative to the market. Let's try to break down what Vanguard's beta means in this case. As returns on the market increase, Vanguard Target returns are expected to increase less than the market. However, during the bear market, the loss on holding Vanguard Target will be expected to be smaller as well. Even though it is essential to pay attention to Vanguard Target Reti 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 Target Retirement exposes twenty-one different technical indicators, which can help you to evaluate its performance.
  
Vanguard Performance
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Over the last 90 days Vanguard Target Retirement has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Vanguard Target 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 Low25.18
Fifty Two Week High37.14
Annual Report Expense Ratio0.08%

Vanguard Target Relative Risk vs. Return Landscape

If you would invest  2,730  in Vanguard Target Retirement on August 28, 2022 and sell it today you would lose (21.00)  from holding Vanguard Target Retirement or give up 0.77% of portfolio value over 90 days. Vanguard Target Retirement is currently producing negative expected returns and takes up 0.8373% volatility of returns over 90 trading days. Put another way, 7% 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 Target is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 1.64 times less risky than the market. the firm trades about -0.01 of its potential returns per unit of risk. The DOW is currently generating roughly 0.08 of returns per unit of risk over similar time horizon.

Vanguard Target Current Valuation

Fairly Valued
Today 27.09
Please note that Vanguard Target's price fluctuation is very steady at this time.
Vanguard Target Reti has a current Real Value of $26.88 per share. The regular price of the fund is $27.09. At this time, the fund appears to be fairly valued. We determine the value of Vanguard Target Reti 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.
Our valuation method for Vanguard Target Retirement 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 Target. Since Vanguard Target is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Target'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.
26.88
Real Value
27.72
Upside
Estimating the potential upside or downside of Vanguard Target Retirement 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 Target more accurately as focusing exclusively on Vanguard Target's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
26.0426.6527.29
Details
Hype
Prediction
LowEstimated ValueHigh
26.2527.0927.93
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
3.293.724.15
Details

Vanguard Target Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Target's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vanguard Target Retirement, and traders can use it to determine the average amount a Vanguard Target'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 = -0.0105

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Negative ReturnsVTWNX
Estimated Market Risk
 0.84
  actual daily
 
 7 %
of total potential
 
77
Expected Return
 -0.01
  actual daily
 
 0 %
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00
Risk-Adjusted Return
 -0.01
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 0 %
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00
Based on monthly moving average Vanguard Target 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 Target by adding it to a well-diversified portfolio.

About Vanguard Target Performance

To evaluate Vanguard Target Reti 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 Target 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 Target Reti 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 investment seeks to provide capital appreciation and current income consistent with its current asset allocation. Vanguard Target is traded on NASDAQ Exchange in the United States.

Things to note about Vanguard Target Reti

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

Vanguard Target Alerts

Equity Alerts and Improvement Suggestions

Vanguard Target Reti generated a negative expected return over the last 90 days
Vanguard Target Reti is unlikely to experience financial distress in the next 2 years
The fund keeps about 11.46% of its net assets in cash
Also, please take a look at World Market Map. You can also try Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.

Complementary Tools for analysis

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