Vanguard Wellington Financials
| VWENX Fund | USD 81.01 0.63 0.78% |
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 Wellington Fund Summary
Vanguard Wellington competes with Vanguard Wellesley, Vanguard Extended, Vanguard Value, Vanguard Total, and Vanguard Mid. The fund invests 60 percent to 70 percent of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. The remaining 30 percent to 40 percent of the funds assets are invested mainly in fixed income securities that the advisor believes will generate a moderate level of current income. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.Specialization | Allocation--50% to 70% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US9219352013 |
| Business Address | Vanguard Wellington |
| Mutual Fund Family | Vanguard |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| 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 Wellington's current stock value. Our valuation model uses many indicators to compare Vanguard Wellington value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Vanguard Wellington competition to find correlations between indicators driving Vanguard Wellington's intrinsic value. More Info.Vanguard Wellington Fund is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Vanguard Wellington Fund is roughly 8.31 . 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 Wellington's earnings, one of the primary drivers of an investment's value.Vanguard Wellington Systematic Risk
Vanguard Wellington's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Vanguard Wellington 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Vanguard Wellington correlated with the market. If Beta is less than 0 Vanguard Wellington generally moves in the opposite direction as compared to the market. If Vanguard Wellington Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Vanguard Wellington is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Vanguard Wellington is generally in the same direction as the market. If Beta > 1 Vanguard Wellington moves generally in the same direction as, but more than the movement of the benchmark.
Vanguard Wellington December 23, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Vanguard Wellington help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Vanguard Wellington Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Vanguard Wellington Fund 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 Wellington's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5974 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 3.65 | |||
| Value At Risk | (0.82) | |||
| Potential Upside | 0.7333 |
Other Information on Investing in Vanguard Mutual Fund
Vanguard Wellington 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 Wellington security.
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