Vanguard Financials Financials
| VFAIX Fund | USD 63.18 0.14 0.22% |
Vanguard |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Vanguard Financials Fund Summary
Vanguard Financials competes with HUMANA, Barloworld, Morningstar Unconstrained, Thrivent High, and High-yield Municipal. The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index Financials 2550, an index made up of stocks of large, mid-size, and small U.S. companies within the financials sector, as classified under the GICS. The Advisor attempts to replicate the target index by seeking to invest all, or substantially all, of its assets in the stocks that make up the index, in order to hold each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.Specialization | Financial, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US92204A8356 |
| Business Address | Vanguard Health Care |
| Mutual Fund Family | Vanguard |
| Mutual Fund Category | Financial |
| Benchmark | Dow Jones Industrial |
| Phone | 800 662 7447 |
| Currency | USD - US Dollar |
Vanguard Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Vanguard Financials's current stock value. Our valuation model uses many indicators to compare Vanguard Financials value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Vanguard Financials competition to find correlations between indicators driving Vanguard Financials's intrinsic value. More Info.Vanguard Financials Index is rated third in price to earning among similar funds. It is rated second in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Vanguard Financials Index is roughly 10.57 . 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 Financials' earnings, one of the primary drivers of an investment's value.Vanguard Financials Index Systematic Risk
Vanguard Financials' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Vanguard Financials volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Vanguard Financials Index correlated with the market. If Beta is less than 0 Vanguard Financials generally moves in the opposite direction as compared to the market. If Vanguard Financials Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Vanguard Financials Index is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Vanguard Financials is generally in the same direction as the market. If Beta > 1 Vanguard Financials moves generally in the same direction as, but more than the movement of the benchmark.
Vanguard Financials Thematic Clasifications
Vanguard Financials Index is part of Money Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in financial sector. Funds or Etfs that invest most if their asset in companies from financial sector such as commercial banks, insurance companies, investment funds, and real estate
This theme covers Funds investing in financial sector. Funds or Etfs that invest most if their asset in companies from financial sector such as commercial banks, insurance companies, investment funds, and real estate. Get More Thematic Ideas
Vanguard Financials Index is presently regarded as number one fund in net asset among similar funds. Total Asset Under Management (AUM) of Financial category is currently estimated at about 64.79 Billion. Vanguard Financials retains roughly 8.92 Billion in net asset claiming about 14% of all funds under Financial category.| Money Funds | View |
Vanguard Financials November 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Vanguard Financials help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Vanguard Financials Index. We use our internally-developed statistical techniques to arrive at the intrinsic value of Vanguard Financials Index based on widely used predictive technical indicators. In general, we focus on analyzing Vanguard Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Vanguard Financials's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8052 | |||
| Information Ratio | 0.0944 | |||
| Maximum Drawdown | 8.51 | |||
| Value At Risk | (1.22) | |||
| Potential Upside | 1.77 |
Other Information on Investing in Vanguard Mutual Fund
Vanguard Financials financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Financials security.
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