Vanguard One 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 One Year Return 

 
Refresh

Vanguard One Year Return Analysis

Vanguard's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About One Year Return | All Equity Analysis

Current Vanguard One Year Return

    
  4.14 %  
Most of Vanguard's fundamental indicators, such as One 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 One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Compare to competition

Vanguard One Year Return Component Assessment

Based on the recorded statements, Vanguard SP 500 has an One Year Return of 4.14%. This is 31.68% lower than that of the Vanguard family and 60.68% lower than that of the Large Value category. This indicator is about the same for all United States funds average (which is currently at 4.15).

Vanguard One 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 One 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 one 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.

Did you try this?

Run Watchlist Optimization Now

   

Watchlist Optimization

Optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm
All  Next Launch Module

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..
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 Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .

Complementary Tools for Vanguard Mutual Fund analysis

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.
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Go
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
Go
Money Flow Index
Determine momentum by analyzing Money Flow Index and other technical indicators
Go
Analyst Recommendations
Analyst recommendations and target price estimates broken down by several categories
Go
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Go
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Equity Analysis
Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities
Go
Commodity Channel Index
Use Commodity Channel Index to analyze current equity momentum
Go
Probability Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Go
Piotroski F Score
Get Piotroski F Score based on binary analysis strategy of nine different fundamentals
Go
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.