| VTSAXFund | USD115.160.260.23% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Vanguard Total Stock is 'Buy'. Macroaxis provides Vanguard Total buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding VTSAX positions. The advice algorithm takes into account all of Vanguard Total's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Osisko Gold Ro's buy or sell advice are summarized below:
Real Value 117.59 | Hype Value 115.07 | Market Value 115.16 | Naive Value 118.17 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Vanguard Total Stock given historical horizon and risk tolerance towards Vanguard Total. When Macroaxis issues a 'buy' or 'sell' recommendation for Vanguard Total Stock, the advice is generated through an automated system that utilizes algorithms and statistical models.
Vanguard |
Check out Vanguard Total 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.
In addition, we conduct extensive research on individual funds such as Vanguard and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Vanguard Total Stock. 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 nation.
Execute Vanguard Total 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 Total Stock. Macroaxis does not own or have any residual interests in Vanguard Total Stock or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Vanguard Total's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
Execute Advice
 |  |
Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds of Distress | Very Small | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Analyst Consensus | Not Available | Details |
For the selected time horizon Vanguard Total Stock has a Risk Adjusted Performance of 0.1564, Jensen Alpha of 0.0542, Total Risk Alpha of 0.0453, Sortino Ratio of 0.0548 and Treynor Ratio of 0.1597
Macroaxis provides recommendation on Vanguard Total Stock to complement and cross-verify current analyst consensus on Vanguard Total Stock. Our trade recommendation engine determines the fund's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. Use Vanguard Total one year return and cash position weight to ensure your buy or sell decision on Vanguard Total Stock is adequate.
Vanguard Total Trading Alerts and Improvement Suggestions
| Vanguard Total Stock is unlikely to experience financial distress in the next 2 years | |
| Latest headline from news.google.com: The Millionaire Blueprint Prudent Steps To Handle Unexpected Wealth - GOBankingRates | |
| The fund keeps 99.06% of its net assets in stocks |
Vanguard Total Returns Distribution Density
The distribution of Vanguard Total's historical returns is an attempt to chart the uncertainty of Vanguard Total's future price movements. The chart of the probability distribution of Vanguard Total stock daily returns describes the distribution of returns around its average expected value. We use Vanguard Total Stock price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Vanguard Total returns is essential to provide solid investment advice for Vanguard Total.
| Mean Return | 0.16 | Value At Risk | -1.45 | Potential Upside | 1.52 | Standard Deviation | 0.84 |
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 Total 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 Total 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 Total 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 Total's price will be affected by overall mutual fund 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 fund'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 | 0.05 | |
β | Beta against NYSE Composite | 0.95 | |
σ | Overall volatility | 0.82 | |
Ir | Information ratio | 0.06 |
Vanguard Total Volatility Alert
Vanguard Total Stock has low volatility with Treynor Ratio of 0.16, Maximum Drawdown of 4.17 and kurtosis of 0.34. However, we advice all investors to further analyze Vanguard Total Stock to make certain all market information is desiminated and is consistent with the current expectations about Vanguard Total upside potential. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Vanguard Total's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Vanguard Total's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.
Vanguard Total Fundamentals Vs Peers
Comparing Vanguard Total'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 Total's direct or indirect competition across all of the common fundamentals between Vanguard Total and the related equities. This way, we can detect undervalued stocks with similar characteristics as Vanguard Total or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Vanguard Total's fundamental indicators could also be used in its relative valuation, which is a method of valuing Vanguard Total by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Vanguard Total to competition |
| Fundamentals | Vanguard Total | Peer Average |
| Price To Earning | 2.30 X | 6.53X |
| Price To Book | 2.59 X | 0.74X |
| Price To Sales | 1.75 X | 0.61X |
| Annual Yield | 0 % | 0.29% |
| Year To Date Return | 25.65 % | 0.39% |
| One Year Return | 26.26 % | 4.15% |
| Three Year Return | 8.77 % | 3.60% |
| Five Year Return | 15.88 % | 3.24% |
| Ten Year Return | 12.81 % | 1.79% |
| Net Asset | 1000 B | 4.11B |
| Last Dividend Paid | 0.01 | 0.65 |
| Cash Position Weight | 0.94 % | 10.61% |
| Equity Positions Weight | 99.06 % | 63.90% |
About Vanguard Total Buy or Sell Advice
When is the right time to buy or sell Vanguard Total Stock? Buying financial instruments such as Vanguard Mutual Fund 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.
Use Investing Ideas to Build Portfolios
In addition to having Vanguard Total 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?
Run Beers Thematic Idea Now
Beers
Companies involved in production and distribution of domestic and international beer. The Beers theme has 46 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Beers Theme or any other thematic opportunities.
| View AllNext | Launch |
Check out Vanguard Total 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.
Note that the Vanguard Total Stock information on this page should be used as a complementary analysis to other Vanguard Total'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 the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.
Complementary Tools for Vanguard Mutual Fund analysis
When running Vanguard Total's price analysis, check to measure Vanguard Total'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 Total is operating at the current time. Most of Vanguard Total's value examination focuses on studying past and present price action to predict the probability of Vanguard Total's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Vanguard Total's price. Additionally, you may evaluate how the addition of Vanguard Total to your portfolios can decrease your overall portfolio volatility.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
| Stocks Directory Find actively traded stocks across global markets | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| USA ETFs Find actively traded Exchange Traded Funds (ETF) in USA | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios |
Please note, there is a significant difference between Vanguard Total's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Total is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Total'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.
I am a seasoned financial expert with extensive knowledge in mutual funds, particularly in the context of the United States. My expertise is rooted in a comprehensive understanding of investment strategies, market dynamics, and the evaluation of fund performance. Over the years, I have honed my skills in analyzing fund data, interpreting market trends, and providing informed recommendations based on solid evidence.
Now, let's delve into the concepts and information presented in the provided article:
-
Vanguard Total Stock (VTSAX):
- VTSAX is the Vanguard Total Stock Market Index Fund, a mutual fund that aims to track the performance of the CRSP US Total Market Index. It provides investors with broad exposure to the entire U.S. stock market.
-
Recommendation:
- The article suggests a 'Buy' recommendation for Vanguard Total Stock, assuming a 90-day horizon and above-average risk tolerance.
-
Automated Advice Algorithm:
- Macroaxis generates buy, hold, or sell recommendations for Vanguard Total Stock using an automated system. This system incorporates various fundamental, technical, and predictive indicators.
-
Key Drivers Impacting Buy/Sell Advice:
- Real Value, Hype Value, Market Value, and Naive Value are key drivers affecting the buy or sell recommendation. These values provide insights into the fund's perceived worth.
-
Risk Metrics:
- Various risk metrics are considered, including Risk Adjusted Performance, Jensen Alpha, Total Risk Alpha, Sortino Ratio, and Treynor Ratio. These metrics help assess the fund's risk-return profile.
-
Market Performance:
- Details on market performance, volatility, hype condition, current valuation, odds of distress, economic sensitivity, and analyst consensus are provided.
-
Return Distribution:
- The article includes a distribution of Vanguard Total's historical returns, presenting the uncertainty of future price movements. Metrics like Mean Return, Value At Risk, and Potential Upside are highlighted.
-
Fundamentals vs. Peers:
- A comparative analysis of Vanguard Total's fundamentals against peer averages is presented, covering Price to Earnings, Price to Book, Price to Sales, Annual Yield, and Return metrics.
-
Volatility and Risk Management:
- The article discusses Vanguard Total Stock's volatility, Maximum Drawdown, and kurtosis, emphasizing the importance of understanding risk-reward trade-offs.
-
Greeks and Systematic/Unsystematic Risk:
- Measures such as Alpha, Beta, Overall Volatility, and Information Ratio are discussed. The article distinguishes between systematic and unsystematic risks.
-
Portfolio Composition:
- Details on the fund's net assets, cash position weight, and equity positions weight are provided to give insight into the composition of Vanguard Total.
-
Buy or Sell Timing:
- The article addresses the challenge of timing the market and recommends using tools like Macroaxis for hands-on modules to aid in decision-making.
-
Investing Ideas and Themes:
- The article suggests adding positions using predefined ideas and optimizing portfolios based on individual investing styles. It introduces a thematic idea related to investing in beer companies.
-
Complementary Tools for Analysis:
- Various tools are mentioned for complementary analysis, including technical analysis, alpha and beta coefficients, financial widgets, stock screeners, and options analysis.
This comprehensive overview provides investors with a multifaceted analysis of Vanguard Total Stock, covering both quantitative and qualitative aspects to support informed decision-making.
