Vanguard Mutual Fund Analysis

VFIAX -  USA Fund  

USD 401.68  0.60  0.15%

The small slide in market price for the last few months may raise some interest from investors as it is trading at a share price of 401.68 on slow start in trading volume. The fund managers did not add much value to Vanguard 500 Index investors in December. However, diversifying your holdings with Vanguard 500 Index or similar funds can still protect your portfolio during high-volatility market scenarios. The fund standard deviation of daily returns for 90 days investing horizon is currently 0.98. The very small Fund volatility is a good signal to investors with longer-term investment horizons.
Also, please take a look at World Market Map.

Vanguard Mutual Fund Analysis 

 
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The Vanguard 500 mutual fund analysis report makes it easy to digest most publicly released information about Vanguard 500 and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Vanguard Mutual Fund analysis module also helps to analyze the Vanguard 500 price relationship with some important fundamental indicators such as market cap and management efficiency.

Vanguard Mutual Fund Analysis Notes

The fund generated returns of 10.0% over the last ten years. Vanguard 500 Index keeps 99.96% of net assets in stocks. This fund last dividend was 0.03 per share. The fund employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. For more information please call the company at 800-662-7447.

Vanguard 500 Index Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Vanguard 500's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Vanguard 500 Index or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Vanguard 500 Index generated a negative expected return over the last 90 days
Vanguard 500 Index is unlikely to experience financial distress in the next 2 years
On 20th of December 2021 Vanguard 500 paid $ 1.535 per share dividend to its current shareholders
The fund keeps 99.96% of its net assets in stocks

Management Efficiency

Vanguard 500 management efficiency ratios could be used to measure how well the company manages its routine affairs as well as how well it operates its assets and liabilities.

Top Mutual Fund Constituents

Information
Ratio
Value
At Risk
AAPL
Apple Inc 0.14 (2.10) 
AMZN
Amazon Inc(0.10) (2.83) 
FB
Meta Platforms(0.0046) (4.01) 
GOOG
Alphabet Cl C(0.0107) (2.67) 
ALP
Alphabet Cl A(0.0077) (2.69) 
JNJ
Johnson Johnson 0.11 (1.21) 
JPM
JP Morgan Chase(0.11) (2.27) 
MSFT
Microsoft Corp 0.0288 (2.91) 
NVDA
Nvidia Corp(0.0031) (5.09) 
PG
Procter Gamble 0.23 (1.37) 
TSLA
Tesla Inc(0.0334) (6.42) 
V
Visa Inc 0.0192 (3.22) 
XOM
Exxon Mobil Corp 0.17 (2.60) 

Institutional Mutual Fund Holders for Vanguard 500

Information
Ratio
Value
At Risk
PRBEX
F
Pimco Realpath Blend(0.06) (1.60) 
PRBAX
F
Pimco Realpath Blend(0.07) (1.68) 
PRBMX
F
Pimco Realpath Blend(0.14) (1.74) 
PPZAX
F
Pimco Realpath Blend(0.11) (1.04) 
PVQNX
F
Pimco Realpath Blend(0.07) (1.58) 
PVQDX
F
Pimco Realpath Blend(0.09) (1.60) 
PVQAX
F
Pimco Realpath Blend(0.11) (1.58) 
PVPRX
F
Pimco Realpath Blend(0.07) (1.52) 
PVPAX
F
Pimco Realpath Blend(0.07) (1.54) 
PRQZX
F
Pimco Realpath Blend(0.10) (1.62) 
PRQDX
F
Pimco Realpath Blend(0.07) (1.61) 
PRQAX
F
Pimco Realpath Blend(0.10) (1.62) 
PPZRX
F
Pimco Realpath Blend(0.11) (1.03) 
PPZDX
F
Pimco Realpath Blend(0.11) (1.11) 
PBPAX
F
Pimco Realpath Blend(0.07) (1.25) 
PPQZX
F
Pimco Realpath Blend(0.07) (1.62) 
PPQDX
F
Pimco Realpath Blend(0.07) (1.63) 
PDGZX
F
Pimco Realpath Blend(0.10) (1.44) 
PDGDX
F
Pimco Realpath Blend(0.07) (1.36) 
PDGAX
F
Pimco Realpath Blend(0.07) (1.36) 

Technical Drivers

As of the 29th of January, Vanguard 500 has the risk adjusted performance of (0.049494), and Coefficient Of Variation of (1,687). In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Vanguard 500 Index, as well as the relationship between them. In other words, you can use this information to find out if the fund will indeed mirror its model of past prices and volume data, or the prices will eventually revert. We were able to analyze nineteen technical drivers for Vanguard 500 Index, which can be compared to its competition. Please validate Vanguard 500 Index variance, value at risk, as well as the relationship between the Value At Risk and skewness to decide if Vanguard 500 is priced more or less accurately, providing market reflects its prevalent price of 401.68 per share.

Vanguard 500 Index Price Movement Analysis

The output start index for this execution was seven with a total number of output elements of fifty-four. The Mid-point Price over period is an average of Vanguard 500 Index highest and lowest prices attained during the given period. View also all equity analysis or get more info about midpoint price over period overlap studies indicator.

Vanguard 500 Technical and Predictive Indicators

Vanguard 500 Forecast Models

Vanguard 500 time-series forecasting models is one of many Vanguard 500's mutual fund analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Vanguard 500's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Vanguard Mutual Fund Analysis

Mutual Fund analysis is the technique used by a trader or investor to examine and evaluate how Vanguard 500 stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Vanguard shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Vanguard 500. By using and applying Vanguard Mutual Fund analysis, traders can create a robust methodology for identifying Vanguard entry and exit points for their positions.
The investment seeks to track the performance of the Standard Poors 500 Index that measures the investment return of large-capitalization stocks. Vanguard 500 is traded on NASDAQ Exchange in the United States.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding Vanguard 500 to your portfolios without increasing risk or reducing expected return.

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Also, please take a look at World Market Map. Note that the Vanguard 500 Index information on this page should be used as a complementary analysis to other Vanguard 500'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 Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.

Complementary Tools for Vanguard Mutual Fund analysis

When running Vanguard 500 Index price analysis, check to measure Vanguard 500'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 500 is operating at the current time. Most of Vanguard 500's value examination focuses on studying past and present price action to predict the probability of Vanguard 500's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Vanguard 500's price. Additionally, you may evaluate how the addition of Vanguard 500 to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Vanguard 500's value and its price as these two are different measures arrived at by different means. Investors typically determine Vanguard 500 value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard 500'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.