Vanguard Consumer Discretionary Etf Profile
VCR Etf | USD 318.12 3.93 1.25% |
Performance6 of 100
| Odds Of DistressLess than 9
|
Vanguard Consumer is selling at 318.12 as of the 28th of March 2024; that is 1.25 percent up since the beginning of the trading day. The etf's lowest day price was 315.5. Vanguard Consumer has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. Equity ratings for Vanguard Consumer Discretionary are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market IndexConsumer Discretionary 2550, an index made up of stocks of large, mid-size, and small U.S. companies within the consumer discretionary sector, as classified under the Global Industry Classification Standard. More on Vanguard Consumer Discretionary
Moving together with Vanguard Etf
0.9 | XLY | Consumer Discretionary | PairCorr |
0.83 | ITB | IShares US Home Low Volatility | PairCorr |
1.0 | FDIS | Fidelity MSCI Consumer | PairCorr |
0.88 | XHB | SPDR SP Homebuilders | PairCorr |
0.88 | IYC | IShares US Consumer | PairCorr |
0.83 | PEJ | Invesco Dynamic Leisure | PairCorr |
Moving against Vanguard Etf
0.49 | YCL | ProShares Ultra Yen | PairCorr |
0.46 | RCD | Invesco Symbol Change | PairCorr |
0.45 | CYB | CYB | PairCorr |
0.44 | FXY | Invesco CurrencyShares | PairCorr |
Vanguard Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Vanguard Consumer's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Vanguard Consumer or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Chairman | F McNabb |
Thematic Ideas | (View all Themes) |
Old Name | VERESEN - Frankfurt Stock Exchang |
Business Concentration | Sector ETFs, Consumer Discretionary ETFs, Consumer Cyclical, Vanguard (View all Sectors) |
Issuer | Vanguard |
Inception Date | 2004-01-26 |
Benchmark | MSCI US Investable Market Consumer Discretionary 25/50 Index |
Entity Type | Regulated Investment Company |
Asset Under Management | 5.58 Billion |
Average Trading Valume | 39,668.7 |
Asset Type | Equity |
Category | Sector |
Focus | Consumer Discretionary |
Market Concentration | Developed Markets |
Region | North America |
Administrator | The Vanguard Group, Inc. |
Advisor | The Vanguard Group, Inc. |
Custodian | The Bank of New York Mellon Corporation |
Distributor | Vanguard Marketing Corporation |
Portfolio Manager | Nick Birkett, Awais Khan |
Transfer Agent | The Vanguard Group, Inc. |
Fiscal Year End | 31-Aug |
Exchange | NYSE Arca, Inc. |
Number of Constituents | 308 |
Market Maker | Jane Street |
Total Expense | 0.1 |
Management Fee | 0.09 |
Country Name | USA |
Returns Y T D | 3.37 |
Name | Vanguard Consumer Discretionary Index Fund ETF Shares |
Currency Code | USD |
Open Figi | BBG000HX4281 |
In Threey Volatility | 25.12 |
1y Volatility | 21.54 |
200 Day M A | 287.85 |
50 Day M A | 306.03 |
Code | VCR |
Updated At | 27th of March 2024 |
Currency Name | US Dollar |
Vanguard Consumer Discretionary [VCR] is traded in USA and was established 2004-01-26. The fund is classified under Consumer Cyclical category within Vanguard family. The entity is thematically classified as Sector ETFs. Vanguard Consumer at this time have 4.67 B in net assets. , while the total return for the last 3 years was 3.3%.
Check Vanguard Consumer Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Consumer Discretionary Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vanguard Consumer Discretionary Etf Constituents
NFLX | Netflix | Stock | Communication Services |
CMCSA | Comcast Corp | Stock | Communication Services |
MCD | McDonalds | Stock | Consumer Discretionary |
TSLA | Tesla Inc | Stock | Consumer Discretionary |
TJX | The TJX Companies | Stock | Consumer Discretionary |
TGT | Target | Stock | Consumer Staples |
SBUX | Starbucks | Stock | Consumer Discretionary |
Vanguard Consumer Target Price Odds Analysis
In regard to a normal probability distribution, the odds of Vanguard Consumer jumping above the current price in 90 days from now is roughly 2.69%. The Vanguard Consumer Discretionary probability density function shows the probability of Vanguard Consumer etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon Vanguard Consumer Discretionary has a beta of -0.0796. This entails as returns on benchmark increase, returns on holding Vanguard Consumer are expected to decrease at a much lower rate. During the bear market, however, Vanguard Consumer Discretionary is likely to outperform the market. Additionally, vanguard Consumer Discretionary has an alpha of 0.0654, implying that it can generate a 0.0654 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Vanguard Consumer to move above the current price in 90 days from now is roughly 2.69 (This Vanguard Consumer Discretionary probability density function shows the probability of Vanguard Etf to fall within a particular range of prices over 90 days) .
Vanguard Consumer Top Holders
ACMIX | Absolute Capital Defender | Mutual Fund | Tactical Allocation |
AAMAX | Absolute Capital Asset | Mutual Fund | Tactical Allocation |
NAVFX | The Sector Rotation | Mutual Fund | Large Growth |
AAMCX | Absolute Capital Asset | Mutual Fund | Tactical Allocation |
AAMIX | Absolute Capital Asset | Mutual Fund | Tactical Allocation |
ACMDX | Absolute Capital Defender | Mutual Fund | Tactical Allocation |
ACMAX | Absolute Capital Defender | Mutual Fund | Tactical Allocation |
Vanguard Consumer Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Vanguard Consumer market risk premium is the additional return an investor will receive from holding Vanguard Consumer long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vanguard Consumer. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Vanguard Consumer's alpha and beta are two of the key measurements used to evaluate Vanguard Consumer's performance over the market, the standard measures of volatility play an important role as well.
Risk Adjusted Performance | 0.0418 | |||
Jensen Alpha | 0.0654 | |||
Total Risk Alpha | (0.16) | |||
Sortino Ratio | (0.07) |
Vanguard Consumer Against Markets
Picking the right benchmark for Vanguard Consumer etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Vanguard Consumer etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Vanguard Consumer is critical whether you are bullish or bearish towards Vanguard Consumer Discretionary at a given time. Please also check how Vanguard Consumer's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Vanguard Consumer without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Vanguard Etf?
Before investing in Vanguard Consumer, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Vanguard Consumer. To buy Vanguard Consumer etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Vanguard Consumer. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Vanguard Consumer etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Vanguard Consumer Discretionary etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Vanguard Consumer Discretionary etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Vanguard Consumer Discretionary, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Vanguard Etf please use our How to Invest in Vanguard Consumer guide.
Already Invested in Vanguard Consumer Discretionary?
The danger of trading Vanguard Consumer Discretionary is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Vanguard Consumer is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Vanguard Consumer. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Vanguard Consumer is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Vanguard Consumer is a strong investment it is important to analyze Vanguard Consumer's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Vanguard Consumer's future performance. For an informed investment choice regarding Vanguard Etf, refer to the following important reports: Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Consumer Discretionary. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Vanguard Consumer information on this page should be used as a complementary analysis to other Vanguard Consumer'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 Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
Complementary Tools for Vanguard Etf analysis
When running Vanguard Consumer's price analysis, check to measure Vanguard Consumer'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 Consumer is operating at the current time. Most of Vanguard Consumer's value examination focuses on studying past and present price action to predict the probability of Vanguard Consumer'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 Consumer's price. Additionally, you may evaluate how the addition of Vanguard Consumer to your portfolios can decrease your overall portfolio volatility.
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The market value of Vanguard Consumer is measured differently than its book value, which is the value of Vanguard that is recorded on the company's balance sheet. Investors also form their own opinion of Vanguard Consumer's value that differs from its market value or its book value, called intrinsic value, which is Vanguard Consumer's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Vanguard Consumer's market value can be influenced by many factors that don't directly affect Vanguard Consumer's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Vanguard Consumer's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Consumer is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Consumer'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.