Vanguard Limited Term Tax Exempt Fund Manager Performance Evaluation

VMLUX Fund  USD 10.81  0.01  0.09%   
The entity has a beta of 0.0175, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Vanguard Limited's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vanguard Limited is expected to be smaller as well.

Risk-Adjusted Performance

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Over the last 90 days Vanguard Limited Term Tax Exempt has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Vanguard Limited 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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Expense Ratio0.0900
  

Vanguard Limited Relative Risk vs. Return Landscape

If you would invest  1,081  in Vanguard Limited Term Tax Exempt on December 30, 2023 and sell it today you would earn a total of  0.00  from holding Vanguard Limited Term Tax Exempt or generate 0.0% return on investment over 90 days. Vanguard Limited Term Tax Exempt is currently producing negative expected returns and takes up 0.0828% volatility of returns over 90 trading days. Put another way, 0% 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.
  Expected Return   
       Risk  
Assuming the 90 days horizon Vanguard Limited is not expected to generate positive returns. However, the company is 6.92 times less risky than the market. It waists most of its returns potential to compensate for thr risk taken. The NYSE Composite is generating roughly 0.24 per unit of risk.

Vanguard Limited Current Valuation

Fairly Valued
Today
10.81
Please note that Vanguard Limited's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Vanguard Limited-term has a current Real Value of $10.7 per share. The regular price of the fund is $10.81. We determine the value of Vanguard Limited-term 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 Limited 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 Limited. Since Vanguard Limited is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Vanguard Mutual Fund. However, Vanguard Limited'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.
Historical Market  10.81 Real  10.7 Hype  10.81 Naive  10.79
The real value of Vanguard Mutual Fund, also known as its intrinsic value, is the underlying worth of Vanguard Limited-term Mutual Fund, which is reflected in its stock price. It is based on Vanguard Limited's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Vanguard Limited's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Vanguard Limited's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
10.70
Real Value
11.89
Upside
Estimating the potential upside or downside of Vanguard Limited 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 Limited more accurately as focusing exclusively on Vanguard Limited's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
10.8010.8310.85
Details
Hype
Prediction
LowEstimatedHigh
10.7310.8110.89
Details
Potential
Annual Dividend
LowForecastedHigh
0.040.040.04
Details

Vanguard Limited Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Limited's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Vanguard Limited Term Tax Exempt, and traders can use it to determine the average amount a Vanguard Limited'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 = 4.0E-4

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VMLUX
Based on monthly moving average Vanguard Limited is not performing at its full potential. However, 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 Limited by adding Vanguard Limited to a well-diversified portfolio.

Vanguard Limited Fundamentals Growth

Vanguard Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Vanguard Limited, and Vanguard Limited fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Vanguard Mutual Fund performance.

About Vanguard Limited Performance

To evaluate Vanguard Limited-term 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 Limited 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 Limited-term 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 2 to 6 years. At least 75 percent of the securities held by the fund are municipal bonds in the top three credit-rating categories as determined by a nationally recognized statistical rating organization or, if unrated, determined to be of comparable quality by the advisor. The remaining 5 percent may be invested in securities with lower credit ratings or, if unrated, determined to be of comparable quality by the advisor.

Things to note about Vanguard Limited-term performance evaluation

Checking the ongoing alerts about Vanguard Limited for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Vanguard Limited-term help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Vanguard Limited generated a negative expected return over the last 90 days
The fund keeps about 96.6% of its net assets in bonds
Evaluating Vanguard Limited's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Vanguard Limited's mutual fund performance include:
  • Analyzing Vanguard Limited's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Vanguard Limited's stock is overvalued or undervalued compared to its peers.
  • Examining Vanguard Limited's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Vanguard Limited's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Vanguard Limited's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Vanguard Limited's mutual fund. These opinions can provide insight into Vanguard Limited's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Vanguard Limited's mutual fund performance is not an exact science, and many factors can impact Vanguard Limited's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Limited Term Tax Exempt. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in employment.
You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.

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Please note, there is a significant difference between Vanguard Limited's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Limited is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Limited'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.