Vanguard Sp Mid Cap Etf Buy Hold or Sell Recommendation
| IVOG Etf | USD 106.04 0.99 0.92% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Vanguard SP Mid Cap is 'Strong Buy'. Macroaxis provides Vanguard buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Vanguard positions. The advice algorithm takes into account all of Vanguard's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Vanguard's buy or sell advice are summarized below:
Real Value 112.83 | Hype Value 106.04 | Market Value 106.04 | Naive Value 104.36 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Vanguard SP Mid Cap given historical horizon and risk tolerance towards Vanguard. When Macroaxis issues a 'buy' or 'sell' recommendation for Vanguard SP Mid Cap, the advice is generated through an automated system that utilizes algorithms and statistical models.
Vanguard |
Execute Vanguard Buy or Sell Advice
The Vanguard recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Vanguard SP Mid Cap. Macroaxis does not own or have any residual interests in Vanguard SP Mid Cap or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Vanguard's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Not Available | Details |
Vanguard Trading Alerts and Improvement Suggestions
| The fund retains 99.3% of its assets under management (AUM) in equities |
Vanguard current analysts advice
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Vanguard analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Vanguard analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
The consensus estimates and target price estimation comprises individual analyst assessments, and may or may not mutch the Macroaxis buy or sell advice. It is determined by taking an average of all analyst recommendations and classifying them as Strong Buy, Buy, Hold, or Sell.
Vanguard Returns Distribution Density
The distribution of Vanguard's historical returns is an attempt to chart the uncertainty of Vanguard's future price movements. The chart of the probability distribution of Vanguard daily returns describes the distribution of returns around its average expected value. We use Vanguard SP Mid Cap price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Vanguard returns is essential to provide solid investment advice for Vanguard.
| Mean Return | 0.15 | Value At Risk | -1.42 | Potential Upside | 1.55 | Standard Deviation | 0.95 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Vanguard historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Vanguard Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Vanguard or Vanguard sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Vanguard's price will be affected by overall etf market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Vanguard etf's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.08 | |
β | Beta against NYSE Composite | 1.34 | |
σ | Overall volatility | 0.95 | |
Ir | Information ratio | 0.1 |
Vanguard Volatility Alert
Vanguard SP Mid Cap has low volatility with Treynor Ratio of 0.1, Maximum Drawdown of 3.9 and kurtosis of -0.62. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Vanguard's etf risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Vanguard's etf price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Vanguard Fundamentals Vs Peers
Comparing Vanguard's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Vanguard's direct or indirect competition across all of the common fundamentals between Vanguard and the related equities. This way, we can detect undervalued stocks with similar characteristics as Vanguard or determine the etfs which would be an excellent addition to an existing portfolio. Peer analysis of Vanguard's fundamental indicators could also be used in its relative valuation, which is a method of valuing Vanguard by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Vanguard to competition |
| Fundamentals | Vanguard | Peer Average |
| Price To Earning | 23.10 X | 3.15 X |
| Price To Book | 3.40 X | 0.39 X |
| Price To Sales | 2.19 X | 0.33 X |
| Beta | 1.08 | |
| One Year Return | 24.50 % | (0.97) % |
| Three Year Return | 3.90 % | 3.23 % |
| Five Year Return | 10.20 % | 1.12 % |
| Ten Year Return | 10.30 % | 1.20 % |
| Net Asset | 777.8 M | 2.29 B |
| Last Dividend Paid | 1.72 | 0.14 |
| Equity Positions Weight | 99.30 % | 52.82 % |
Vanguard Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Vanguard . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 391.08 | |||
| Daily Balance Of Power | (0.66) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 106.67 | |||
| Day Typical Price | 106.46 | |||
| Market Facilitation Index | 1.0E-4 | |||
| Price Action Indicator | (1.12) | |||
| Period Momentum Indicator | (0.99) | |||
| Relative Strength Index | 45.35 |
About Vanguard Buy or Sell Advice
When is the right time to buy or sell Vanguard SP Mid Cap? Buying financial instruments such as Vanguard Etf isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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In addition to having Vanguard 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.Did You Try This Idea?
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Check out Vanguard Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
The market value of Vanguard SP Mid is measured differently than its book value, which is the value of Vanguard that is recorded on the company's balance sheet. Investors also form their own opinion of Vanguard's value that differs from its market value or its book value, called intrinsic value, which is Vanguard's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Vanguard's market value can be influenced by many factors that don't directly affect Vanguard's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Vanguard's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard'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.