VANGUARD Mutual Fund Manager Performance Evaluation

VWIUX
 Fund
  

USD 13.34  0.02  0.15%   

The entity has a beta of 0.0555, 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 INTERMEDIATE-TER returns are expected to increase less than the market. However, during the bear market, the loss on holding VANGUARD INTERMEDIATE-TER will be expected to be smaller as well. Although it is important to respect VANGUARD INTERMEDIATE-TER current price movements, it is better to be realistic regarding the information on the equity's historical returns. The approach into measuring future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By examining VANGUARD INTERMEDIATE-TER technical indicators, you can now evaluate if the expected return of 0.0112% will be sustainable into the future.
  
VANGUARD Performance
3 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in VANGUARD INTERMEDIATE-TERM TAX-EXEMPT are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, VANGUARD INTERMEDIATE-TER is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
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VANGUARD Price Channel

Fifty Two Week Low12.84
Fifty Two Week High14.73
Annual Report Expense Ratio0.09%

VANGUARD INTERMEDIATE-TER Relative Risk vs. Return Landscape

If you would invest  1,327  in VANGUARD INTERMEDIATE-TERM TAX-EXEMPT on September 3, 2022 and sell it today you would earn a total of  9.00  from holding VANGUARD INTERMEDIATE-TERM TAX-EXEMPT or generate 0.68% return on investment over 90 days. VANGUARD INTERMEDIATE-TERM TAX-EXEMPT is currently producing 0.0112% returns and takes up 0.2537% 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.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon VANGUARD INTERMEDIATE-TER is expected to generate 11.54 times less return on investment than the market. But when comparing it to its historical volatility, the company is 5.94 times less risky than the market. It trades about 0.04 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.09 of returns per unit of risk over similar time horizon.

VANGUARD INTERMEDIATE-TER Current Valuation

Fairly Valued
Today 13.34
Please note that VANGUARD INTERMEDIATE-TER's price fluctuation is very steady at this time.
VANGUARD INTERMEDIATE-TER has a current Real Value of $13.28 per share. The regular price of the fund is $13.34. At this time, the entity appears to be fairly valued. We determine the value of VANGUARD INTERMEDIATE-TER 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 INTERMEDIATE-TERM TAX-EXEMPT 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 INTERMEDIATE-TER. Since VANGUARD INTERMEDIATE-TER is currently traded on the exchange, buyers and sellers on that exchange determine the market value of VANGUARD Mutual Fund. However, VANGUARD INTERMEDIATE-TER'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.
13.28
Real Value
13.53
Upside
Estimating the potential upside or downside of VANGUARD INTERMEDIATE-TERM TAX-EXEMPT 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 INTERMEDIATE-TER more accurately as focusing exclusively on VANGUARD INTERMEDIATE-TER's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
12.7513.1013.46
Details
Hype
Prediction
LowEstimated ValueHigh
13.0913.3413.59
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.370.370.38
Details

VANGUARD INTERMEDIATE-TER Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for VANGUARD INTERMEDIATE-TER's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as VANGUARD INTERMEDIATE-TERM TAX-EXEMPT, and traders can use it to determine the average amount a VANGUARD INTERMEDIATE-TER'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 = 0.0442

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Estimated Market Risk
 0.25
  actual daily
 
 2 %
of total potential
 
22
Expected Return
 0.01
  actual daily
 
 0 %
of total potential
 
00
Risk-Adjusted Return
 0.04
  actual daily
 
 3 %
of total potential
 
33
Based on monthly moving average VANGUARD INTERMEDIATE-TER is performing at about 3% 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 INTERMEDIATE-TER by adding it to a well-diversified portfolio.

About VANGUARD INTERMEDIATE-TER Performance

To evaluate VANGUARD INTERMEDIATE-TER 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 INTERMEDIATE-TER 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 INTERMEDIATE-TER 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 has no limitations on the maturity of individual securities but is expected to maintain a dollar-weighted average maturity of 6 to 12 years. Vanguard Intermediate-Ter is traded on NASDAQ Exchange in the United States.

Things to note about VANGUARD INTERMEDIATE-TER

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

VANGUARD INTERMEDIATE-TER Alerts

Equity Alerts and Improvement Suggestions

VANGUARD INTERMEDIATE-TER is unlikely to experience financial distress in the next 2 years
On 1st of November 2022 VANGUARD INTERMEDIATE-TER paid $ 0.0294 per share dividend to its current shareholders
The fund keeps about 99.45% of its net assets in bonds
Also, please take a look at World Market Map. You can also try Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..

Complementary Tools for analysis

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