Vanguard Mutual Fund Buy Hold or Sell Recommendation

VSPVX -  USA Fund  

USD 324.80  0.64  0.20%

Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Vanguard SP 500 is 'Cautious Hold'. 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.

Vanguard Advice 

 
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The advice is provided from Vanguard's buy-and-hold perspective. Also, please take a look at 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. We conduct extensive research on individual funds such as Vanguard and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards Vanguard SP 500.

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 500. Macroaxis does not own or have any residual interests in Vanguard SP 500 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

Execute Advice
Sell VanguardBuy Vanguard
Cautious Hold

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

OvervaluedDetails

Odds of Distress

Very SmallDetails

Economic Sensitivity

Almost mirrors the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Vanguard SP 500 has a Mean Deviation of 0.5523, Semi Deviation of 0.5879, Standard Deviation of 0.6897, Variance of 0.4757, Downside Variance of 0.4448 and Semi Variance of 0.3456
Macroaxis provides recommendation on Vanguard SP 500 to complement and cross-verify current analyst consensus on Vanguard SP 500. 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. Please use Vanguard SP 500 total asset, as well as the relationship between the five year return and cash position weight to make buy, hold, or sell decision on Vanguard.

Vanguard Trading Alerts and Improvement Suggestions

Vanguard SP 500 is unlikely to experience financial distress in the next 2 years
On 28th of September 2021 Vanguard paid $ 1.825 per share dividend to its current shareholders
The fund keeps 99.9% of its net assets in stocks

Vanguard Returns Distribution Density

The distribution of Vanguard's historical returns is an attempt to chart the future uncertainty of Vanguard's future price movements. The chart of the probability distribution of Vanguard stock daily returns describes the distribution of returns around its average expected value. We use Vanguard SP 500 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 stock.
Mean Return0.06Value At Risk-1.1
Potential Upside1.08Standard Deviation0.69
 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 stock's price will be affected by overall stock 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 stock'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 DOW
0.049812
β
Beta against DOW-0.08
σ
Overall volatility
0.70
Ir
Information ratio 0.0429

Vanguard Volatility Alert

Vanguard SP 500 exhibits relatively low volatility with skewness of -0.13 and kurtosis of -0.17. However, we advice investors to further investigate Vanguard SP 500 to ensure all market statistics is disseminated and is consistent with investors' estimations about Vanguard upside potential. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Vanguard's mutual fund risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Vanguard'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 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 mutual funds 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
FundamentalsVanguardPeer Average
Price to Earning16.73 X6.53 X
Price to Book1.86 X0.74 X
Price to Sales1.41 X0.61 X
One Year Return4.14 %4.15 %
Three Year Return4.66 %3.60 %
Five Year Return5.70 %3.24 %
Net Asset2.51 B4.11 B
Minimum Initial Investment5 M976.16 K
Cash Position Weight0.10 %10.61 %
Equity Positions Weight99.90 %63.90 %

About Vanguard Buy or Sell Advice

When is the right time to buy or sell Vanguard SP 500? 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 stock 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. Although Vanguard investors may find it confusing at the beginning, 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 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.

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Run Commodities Thematic Idea Now

Commodities
Commodities Theme
Funds or Etfs investing in commodities such as oil, gold, corn, soy, and agricultural goods. Commodities theme has 40 constituents.
View All  Next Launch Commodities
Also, please take a look at 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. Note that the Vanguard SP 500 information on this page should be used as a complementary analysis to other Vanguard'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 Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.

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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 Vanguard value 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.