Vanguard Dividend Appreciation Etf Performance

VIG Etf  USD 176.91  0.32  0.18%   
The entity has a beta of 0.27, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Vanguard Dividend's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vanguard Dividend is expected to be smaller as well.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Dividend Appreciation are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable forward indicators, Vanguard Dividend is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
1
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Chevy Chase Trust Holdings LLC Sells 75 Shares of Vanguard Dividend Appreciation ETF - Defense World
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In Threey Sharp Ratio0.48
  

Vanguard Dividend Relative Risk vs. Return Landscape

If you would invest  17,233  in Vanguard Dividend Appreciation on January 26, 2024 and sell it today you would earn a total of  458.00  from holding Vanguard Dividend Appreciation or generate 2.66% return on investment over 90 days. Vanguard Dividend Appreciation is generating 0.0435% of daily returns assuming volatility of 0.6084% on return distribution over 90 days investment horizon. In other words, 5% of etfs are less volatile than Vanguard, and above 99% of all equities are expected to generate higher returns over the next 90 days.
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Considering the 90-day investment horizon Vanguard Dividend is expected to generate 1.77 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.05 times less risky than the market. It trades about 0.07 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.12 of returns per unit of risk over similar time horizon.

Vanguard Dividend Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Dividend's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Vanguard Dividend Appreciation, and traders can use it to determine the average amount a Vanguard Dividend's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0714

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Estimated Market Risk

 0.61
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95% of assets are more volatile

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Most of other assets have higher returns

Risk-Adjusted Return

 0.07
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95% of assets perform better
Based on monthly moving average Vanguard Dividend is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Vanguard Dividend by adding it to a well-diversified portfolio.

Vanguard Dividend Fundamentals Growth

Vanguard Etf prices reflect investors' perceptions of the future prospects and financial health of Vanguard Dividend, and Vanguard Dividend fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Vanguard Etf performance.

About Vanguard Dividend Performance

To evaluate Vanguard Dividend Etf as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Vanguard Dividend generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Vanguard Etf's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Vanguard Dividend market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Vanguard's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The adviser employs an indexing investment approach designed to track the performance of the index, which consists of common stocks of companies that have a record of increasing dividends over time. Dividend Appreciation is traded on NYSEARCA Exchange in the United States.
Latest headline from fool.com: 1 Warren Buffett ETF to Buy and Hold Forever
The fund keeps 99.81% of its net assets in stocks
When determining whether Vanguard Dividend is a strong investment it is important to analyze Vanguard Dividend'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 Dividend'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 Dividend Appreciation. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
The market value of Vanguard Dividend 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 Dividend's value that differs from its market value or its book value, called intrinsic value, which is Vanguard Dividend'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 Dividend's market value can be influenced by many factors that don't directly affect Vanguard Dividend'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 Dividend's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Dividend is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Dividend'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.