Vanguard Five Year Return

VSPVX -  USA Fund  

USD 324.06  4.00  1.25%

Vanguard SP 500 fundamentals help investors to digest information that contributes to Vanguard's financial success or failures. It also enables traders to predict the movement of Vanguard Mutual Fund. This fundamental analysis module provides a way for investors to measures Vanguard's intrinsic value by examining all of its available economic and financial indicators and drivers, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Vanguard mutual fund. Please note, 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 

 
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Vanguard Five Year Return Analysis

Vanguard'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 Five Year Return

    
  5.70 %  
Most of Vanguard'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 SP 500 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.
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Vanguard Five Year Return Component Assessment

According to the company disclosure, Vanguard SP 500 has a Five Year Return of 5.7%. This is 7.32% lower than that of the Vanguard family and 49.84% lower than that of the Large Value category. The five year return for all United States funds is 75.93% 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'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 could also be used in its relative valuation, which is a method of valuing Vanguard by comparing valuation metrics of similar companies.
Vanguard is currently under evaluation in five year return among similar funds.

Fund Asset Allocation for Vanguard

The fund invests 99.9% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.1%) .
 Value 
      Instrument Type 

Vanguard Fundamentals

About Vanguard Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Vanguard SP 500's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Vanguard using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Vanguard SP 500 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 investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks in the United States. Vanguard is traded on NASDAQ Exchange in the United States.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Vanguard without increasing your portfolio risk or giving up 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.

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Also, please take a look at Vanguard Piotroski F Score and Vanguard Altman Z Score analysis. 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 Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.

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When running Vanguard SP 500 price analysis, check to measure Vanguard'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 is operating at the current time. Most of Vanguard's value examination focuses on studying past and present price action to predict the probability of Vanguard's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Vanguard's price. Additionally, you may evaluate how the addition of Vanguard to your portfolios can decrease your overall portfolio volatility.
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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.