Vanguard Short Term Investment Grade Fund Five Year Return

VFSIX Fund  USD 10.20  0.01  0.1%   
Vanguard Short Term Investment Grade fundamentals help investors to digest information that contributes to Vanguard Short-term'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 Short-term'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 Short-term 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 Five Year Return Analysis

Vanguard Short-term's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current Vanguard Short-term Five Year Return

    
  1.83 %  
Most of Vanguard Short-term's fundamental indicators, such as Five 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 Short Term Investment Grade is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Competition

Vanguard Short-term Five Year Return Component Assessment

According to the company disclosure, Vanguard Short Term Investment Grade has a Five Year Return of 1.8288%. This is 70.26% lower than that of the Vanguard family and significantly higher than that of the Short-Term Bond category. The five year return for all United States funds is notably lower than that of the firm.

Vanguard Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Vanguard Short-term's direct or indirect competition against its Five 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 Short-term could also be used in its relative valuation, which is a method of valuing Vanguard Short-term by comparing valuation metrics of similar companies.
Vanguard Short is currently under evaluation in five year return among similar funds.

Fund Asset Allocation for Vanguard Short-term

The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.
Asset allocation divides Vanguard Short-term'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 Short-term Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Vanguard Short Term Investment Grade's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Vanguard Short-term using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Vanguard Short Term Investment Grade 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 in a variety of high-quality and medium-quality fixed income securities, at least 80 percent of which will be short- and intermediate-term investment-grade securities. High-quality fixed income securities are those rated the equivalent of A3 or better medium-quality fixed income securities are those rated the equivalent of Baa1, Baa2, or Baa3.

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 Short-term Piotroski F Score and Vanguard Short-term Altman Z Score analysis.
You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.

Complementary Tools for Vanguard Mutual Fund analysis

When running Vanguard Short-term's price analysis, check to measure Vanguard Short-term'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 Short-term is operating at the current time. Most of Vanguard Short-term's value examination focuses on studying past and present price action to predict the probability of Vanguard Short-term'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 Short-term's price. Additionally, you may evaluate how the addition of Vanguard Short-term to your portfolios can decrease your overall portfolio volatility.
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals
Portfolio Diagnostics
Use generated alerts and portfolio events aggregator to diagnose current holdings
AI Portfolio Architect
Use AI to generate optimal portfolios and find profitable investment opportunities
Please note, there is a significant difference between Vanguard Short-term's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Short-term is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Short-term'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.