Macroaxis: Personalized Investing
Personalized Investing and
Digital Wealth Optimization

AGTHX GFAFX RGACX RGABX AUD Bitcoins Insurance Large Blend Funds 
Benchmark SP 500  1,651   0.76  Index Moved Down -0.05% United States ...


Processing
Collecting data for VFTSX

Vanguard quote and profile

 
 Companies |  Insiders  | Dashboard  
     
10.3
  
FUND
0.09  Macroaxis: 0.88 Up   0.88%  
Last 1 Month(s)
10.010.39
 

Diversification Suggestion

Use Vanguard to enhance returns of your portfolios. The fund experiences moderate upward volatility
Analyze Vanguard FTSE Social Trend or Check current 30 days Vanguard correlation with market (S&P 500)
1 Month Beta 1.08  
Highest Price:  
Lowest Price:  
10.39  
10.0  
May 21 2013 
June 05 2013 
Vanguard returns are very sensitive to returns on the market. As market goes up or down, Vanguard is expected to follow.
Vanguard FTSE Social Index Inv llmost one BetaVanguard FTSE Social Beta Legend
VFTSX United States NASDAQ
Vanguard FTSE Social Index Inv
Vanguard
Large Growth
Benchmark S&P 500
Contact Number: 800. 662. 7447
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset695.3 M
 thisGreen VFTSX VFTSX agains markets  0.88 % Macroaxis: 0.88 Moved Up  
 
 United States SP 500   0.04 % Macroaxis: 0.04 Moved Down  
 
 United States NYSE   0.11 % Macroaxis: 0.11 Moved Down  
 
 United States Russel   0.38 % Macroaxis: 0.38 Moved Down  
 
Compare to Competition Alpha & Beta   Get Advice
    
Christine Franquin  Money Manager
Fund Manager since December 19, 2011
Christine was with Vanguard since 2000. She received her B.A. from Universitaire Faculteiten Sint Ignatius Antwerpen Belgium and also her Master Degree in Finance from Clark University in Massachusetts. ...
    

Vanguard Price and Market Media

The median price of Vanguard for the period between Mon, May 20, 2013 and Wed, Jun 19, 2013 is 10.24 with a coefficient of variation of 1.01. The daily time series for the period is distributed with a sample standard deviation of 0.1, arithmetic mean of 10.22, and mean deviation of 0.08. The Fund did not receive any noticable media coverage during the period.
Vanguard         SP 500
Price Growth (%)
 
Change Benchmark  Embed  Export  Timeline

Vanguard Summary

Vanguard FTSE Social Index Inv [VFTSX] is traded in USA and was established in May 30, 2000. The fund is listed under Large Growth category and is part of Vanguard family. This fund at this time has accumulated 695.3 M in net assets with minimum initial investment of 3 K. Vanguard FTSE Social Index Inv is currently producing year-to-date (YTD) return of 7.92% with the current yeild of 1.53%, while the total return for the last 3 years was 21.55%.

Fund Instrument Allocation for Vanguard

The fund invests 99.48% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash(0.52%).
Past Market
Over 30
Days
0
Out Of
100
 
Chance of
Less
Than
%
 
Follow Vanguard with Macroaxis syndicated feed, custom widget, or your favorite custom stock ticker
Add To Reader
 
Add Vanguard to your reader
 

Vanguard Research Report

Vanguard vs. American

Correlation analysis and fundamentals comparison between Vanguard FTSE Social and American Funds Growth

Vanguard Asset Under Management

Vanguard FTSE Social Index Inv is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Large Growth category is currently estimated at about 1.17 Trillion. Vanguard adds roughly 695.3 Million in net asset claiming only tiny portion of funds under Large Growth category.

Vanguard Fundamentals

Holdings Turnover vs Minimum Initial Investment
Five Year Return vs Year to Date Return
Holdings Turnover vs Annual Yield
One Year Return vs Year to Date Return

Vanguard vs Competition

Vanguard vs. American Funds Growth Fund of Amer A

Vanguard June 19 2013 Opportunity Range

Downside Deviation1.05
Information Ratio0.0209
Maximum Drawdown2.42
Value At Risk(1.38)
Potential Upside1.29

 
Analytics
Risk Adjusted Returns Landscape
Live Efficient Frontier
Market Correlation Analysis
Watchlist Analysis
Financial Content
Portfolio Estimation and Projections
Portfolio Theme Builder
 
 
Research Modules
Equities Backtesting Analysis
Instant Retirement Optimizer
Cross-portfolio RSS and Mobile Access
Company, fund, and ETF Directory
Financial Advisor Directory
Insider and Manager Directory
Wealth Management
 Gadgets, Widgets, and Apps          
  
 
Services And Technology
Frequently Asked Questions
Quick Product Tour
Product Technology Overview
Solution Methodology
Plans and Pricing
 
Free Investor Tools
World Market Correlations
Instant Equity Comparator
Watchlist Analysis
Position Suggestions
Equity Alpha Analysis
 
About Us
About Macroaxis
Contact Us
Product Terms Of Use
Service Privacy Policy
Advertising Opportunities
Content

Thanks for checking out Macroaxis

Tell us what you like and what you don't like. We promise we'll not only listen but write you back

Contact Us
Macroaxis is user-driven community of investors. We appreciate any feedback or comment you can provide. Please fill out our quick survey to help us provide your with a better service and user experience

Fill Out Quick Survey
Most of the functionality on our site is free to use. However we do provide premium service to sophisticated investors. Our premium subscription will give you unprecedented capabilities to optimize your portfolios using robust financial analysis toolkit, fast mean-variance optimization engine, and proven portfolio theory

Go Premium