Vanguard Five Year Return vs. Cash Position Weight

VSPVX -  USA Fund  

USD 318.06  1.44  0.45%

For Vanguard profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Vanguard to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Vanguard SP 500 utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Vanguard's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Vanguard SP 500 over time as well as its relative position and ranking within its peers. Also, please take a look at World Market Map.

Vanguard Current Profitability Trends 

 
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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.

Vanguard SP 500 Cash Position Weight vs. Five Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Vanguard's current stock value. Our valuation model uses many indicators to compare Vanguard value to that of its competitors to determine the firm's financial worth.
Vanguard SP 500 is rated third in five year return among similar funds. It is rated third in cash position weight among similar funds creating about  0.02  of Cash Position Weight per Five Year Return. The ratio of Five Year Return to Cash Position Weight for Vanguard SP 500 is roughly  57.00 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Vanguard by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Vanguard's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Vanguard's earnings, one of the primary drivers of an investment's value.

Vanguard Cash Position Weight vs. Five Year Return

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.
Vanguard 
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
5.70 %
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.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Vanguard 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
0.10 %
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.

Vanguard Cash Position Weight Comparison

Vanguard is currently under evaluation in cash position weight among similar funds.

Vanguard Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Vanguard, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Vanguard will eventually generate negative long term returns. The profitability progress is the general direction of Vanguard's change in net profit over the period of time. It can combine multiple indicators of Vanguard, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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.

Vanguard Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Vanguard. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Vanguard position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Vanguard's important profitability drivers and their relationship over time.

Use Vanguard in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Vanguard position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Vanguard will appreciate offsetting losses from the drop in the long position's value.

Vanguard Pair Trading

Vanguard SP 500 Pair Trading Analysis

Correlation analysis and pair trading evaluation for Vanguard and American Mutual. Pair trading can be used as a hedging technique within a particular sector or industry or even over random equities to generate better risk-adjusted return
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Use Investing Themes to Complement your Vanguard position

In addition to having Vanguard in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Obamacare Repeal Thematic Idea Now

Obamacare Repeal
Obamacare Repeal Theme
Healthcare and drug manufacturing companies that will most likely be affected by the final stages of Obamacare repeal. Obamacare Repeal theme has 54 constituents.
View All  Next Launch Obamacare Repeal
Also, please take a look at World Market Map. 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 Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..

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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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To fully project Vanguard's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Vanguard SP 500 at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Vanguard's income statement, its balance sheet, and the statement of cash flows.
Potential Vanguard investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Vanguard investors may work on each financial statement separately, they are all related. The changes in Vanguard's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Vanguard's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.