Vanguard Utilities Financials
| VUIAX Fund | USD 73.12 1.10 1.53% |
Vanguard |
Please note that past performance is not an indicator of the future performance of Vanguard Utilities, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Vanguard Utilities Fund Summary
Vanguard Utilities competes with Vanguard Sumer, Vanguard Financials, Vanguard Energy, Vanguard Telecommunicatio, and Vanguard Health. The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index Utilities 2550, an index made up of stocks of large, mid-size, and small U.S. companies within the utilities sector, as classified under the GICS. The Advisor attempts to replicate the target index by seeking to invest all, or substantially all, of its assets in the stocks that make up the index, in order to hold each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.Specialization | Utilities, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US92204A7697 |
| Business Address | Vanguard Health Care |
| Mutual Fund Family | Vanguard |
| Mutual Fund Category | Utilities |
| Benchmark | NYSE Composite |
| Phone | 800 662 7447 |
| Currency | USD - US Dollar |
Vanguard Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Vanguard Utilities's current stock value. Our valuation model uses many indicators to compare Vanguard Utilities value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Vanguard Utilities competition to find correlations between indicators driving Vanguard Utilities's intrinsic value. More Info.Vanguard Utilities Index is presently regarded as number one fund in price to earning among similar funds. It is presently regarded as number one fund in price to book among similar funds fabricating about 0.22 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Vanguard Utilities Index is roughly 4.63 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Vanguard Utilities by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Vanguard Utilities' Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Vanguard Utilities' earnings, one of the primary drivers of an investment's value.Vanguard Utilities Index Systematic Risk
Vanguard Utilities' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Vanguard Utilities volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fifteen with a total number of output elements of fourty-six. The Beta measures systematic risk based on how returns on Vanguard Utilities Index correlated with the market. If Beta is less than 0 Vanguard Utilities generally moves in the opposite direction as compared to the market. If Vanguard Utilities Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Vanguard Utilities Index is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Vanguard Utilities is generally in the same direction as the market. If Beta > 1 Vanguard Utilities moves generally in the same direction as, but more than the movement of the benchmark.
Vanguard Utilities April 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Vanguard Utilities help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Vanguard Utilities Index. We use our internally-developed statistical techniques to arrive at the intrinsic value of Vanguard Utilities Index based on widely used predictive technical indicators. In general, we focus on analyzing Vanguard Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Vanguard Utilities's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.04 | |||
| Information Ratio | 0.0815 | |||
| Maximum Drawdown | 4.52 | |||
| Value At Risk | (1.76) | |||
| Potential Upside | 1.88 |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Utilities Index. 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. Note that the Vanguard Utilities Index information on this page should be used as a complementary analysis to other Vanguard Utilities' 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 Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.