Vanguard Utilities Net Asset vs. Ten Year Return

VUIAX Fund  USD 89.77  0.02  0.02%   
Based on Vanguard Utilities' profitability indicators, Vanguard Utilities Index may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Vanguard Utilities' ability to earn profits and add value for shareholders.
For Vanguard Utilities profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Vanguard Utilities to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Vanguard Utilities Index utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Vanguard Utilities's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Vanguard Utilities Index over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Vanguard Utilities' value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Utilities is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Utilities' 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 Utilities Index Ten Year Return vs. Net Asset Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Vanguard Utilities's current stock value. Our valuation model uses many indicators to compare Vanguard Utilities value to that of its competitors to determine the firm's financial worth.
Vanguard Utilities Index is presently regarded as number one fund in net asset among similar funds. It also is presently regarded as number one fund in ten year return among similar funds . The ratio of Net Asset to Ten Year Return for Vanguard Utilities Index is about  312,158,252 . 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 Utilities' earnings, one of the primary drivers of an investment's value.

Vanguard Ten Year Return vs. Net Asset

Net Asset is the current market value of a fund less its liabilities. In a nutshell, if the fund is liquidated or all of the assets is sold out, the net asset will be the amount that the shareholders would demand back from the fund.

Vanguard Utilities

Net Asset

 = 

Current Market Value

-

Current Liabilities

 = 
3.67 B
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.

Vanguard Utilities

Ten Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
11.75 %
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.

Vanguard Ten Year Return Comparison

Vanguard Utilities is currently under evaluation in ten year return among similar funds.

Vanguard Utilities Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Vanguard Utilities, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Vanguard Utilities will eventually generate negative long term returns. The profitability progress is the general direction of Vanguard Utilities' change in net profit over the period of time. It can combine multiple indicators of Vanguard Utilities, 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 fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index Utilities 2550, an index made up of stocks of large, mid-size, and small U.S. companies within the utilities sector, as classified under the Global Industry Classification Standard . Vanguard Utilities 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 Utilities. 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 Utilities 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 Utilities' important profitability drivers and their relationship over time.

Learn to be your own money manager

Our tools can tell you how much better you can do entering a position in Vanguard Utilities without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Use Investing Themes to Complement your Vanguard Utilities position

In addition to having Vanguard Utilities 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.

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Insurance Providers
Insurance Providers Theme
Companies providing all types of insurance and insurance services. The Insurance Providers theme has 41 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Insurance Providers Theme or any other thematic opportunities.
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Other Information on Investing in Vanguard Mutual Fund

To fully project Vanguard Utilities' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Vanguard Utilities Index 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 Utilities' income statement, its balance sheet, and the statement of cash flows.
Potential Vanguard Utilities investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Vanguard Utilities investors may work on each financial statement separately, they are all related. The changes in Vanguard Utilities's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Vanguard Utilities'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.
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