Vanguard Equity Income Fund Three Year Return

VEIRX Fund  USD 89.89  1.39  1.57%   
Vanguard Equity Income fundamentals help investors to digest information that contributes to Vanguard Equity's financial success or failures. It also enables traders to predict the movement of Vanguard Mutual Fund. The fundamental analysis module provides a way to measure Vanguard Equity's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Vanguard Equity mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Vanguard Three Year Return Analysis

Vanguard Equity's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Three Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Three Year Return | All Equity Analysis

Current Vanguard Equity Three Year Return

    
  9.77 %  
Most of Vanguard Equity's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Vanguard Equity Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Competition

Vanguard Equity Three Year Return Component Assessment

Based on the latest financial disclosure, Vanguard Equity Income has a Three Year Return of 9.7674%. This is 50.27% higher than that of the Vanguard family and 32.89% lower than that of the Large Value category. The three year return for all United States funds is 171.32% lower than that of the firm.

Vanguard Three Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Vanguard Equity's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Vanguard Equity could also be used in its relative valuation, which is a method of valuing Vanguard Equity by comparing valuation metrics of similar companies.
Vanguard Equity is currently under evaluation in three year return among similar funds.

Fund Asset Allocation for Vanguard Equity

The fund invests 99.48% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (0.01%) , cash (0.51%) .
Asset allocation divides Vanguard Equity's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Vanguard Fundamentals

About Vanguard Equity Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Vanguard Equity Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Vanguard Equity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Vanguard Equity Income based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund invests mainly in common stocks of mid-size and large companies whose stocks typically pay above-average levels of dividend income and are, in the opinion of the purchasing advisor, undervalued relative to similar stocks. In addition, the advisors generally look for companies that they believe are committed to paying dividends consistently. Under normal circumstances, it will invest at least 80 percent of its assets in equity securities. The fund uses two investment advisors.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Vanguard Equity in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Vanguard Equity's short interest history, or implied volatility extrapolated from Vanguard Equity options trading.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Check out Vanguard Equity Piotroski F Score and Vanguard Equity Altman Z Score analysis.
You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..

Complementary Tools for Vanguard Mutual Fund analysis

When running Vanguard Equity's price analysis, check to measure Vanguard Equity'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 Equity is operating at the current time. Most of Vanguard Equity's value examination focuses on studying past and present price action to predict the probability of Vanguard Equity'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 Equity's price. Additionally, you may evaluate how the addition of Vanguard Equity to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Vanguard Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Equity'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.