Vanguard Wellington Five Year Return vs. One Year Return
| VWENX Fund | USD 82.01 0.61 0.75% |
For Vanguard Wellington profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Vanguard Wellington to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Vanguard Wellington Fund utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Vanguard Wellington's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Vanguard Wellington Fund over time as well as its relative position and ranking within its peers.
Vanguard |
Vanguard Wellington One Year Return vs. Five Year Return Fundamental Analysis
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. Vanguard Wellington Fund is presently regarded as number one fund in five year return among similar funds. It also is presently regarded as number one fund in one year return among similar funds reporting about 2.01 of One Year Return per Five Year Return. 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 One Year Return 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 Wellington |
| = | 8.37 % |
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.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Vanguard Wellington |
| = | 16.84 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Vanguard One Year Return Comparison
Vanguard Wellington is currently under evaluation in one year return among similar funds.
Vanguard Wellington Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Vanguard Wellington, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Vanguard Wellington will eventually generate negative long term returns. The profitability progress is the general direction of Vanguard Wellington's change in net profit over the period of time. It can combine multiple indicators of Vanguard Wellington, 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 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.
Vanguard Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Vanguard Wellington. 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 Wellington 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 Wellington's important profitability drivers and their relationship over time.
Use Vanguard Wellington 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 Wellington 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 Wellington will appreciate offsetting losses from the drop in the long position's value.Vanguard Wellington Pair Trading
Vanguard Wellington Fund Pair Trading Analysis
The ability to find closely correlated positions to Vanguard Wellington could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Vanguard Wellington when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Vanguard Wellington - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Vanguard Wellington Fund to buy it.
The correlation of Vanguard Wellington is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Vanguard Wellington moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Vanguard Wellington moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Vanguard Wellington can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Vanguard Wellington position
In addition to having Vanguard Wellington 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 Real Estate Thematic Idea Now
Real Estate
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Real Estate theme has 61 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 Real Estate Theme or any other thematic opportunities.
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Other Information on Investing in Vanguard Mutual Fund
To fully project Vanguard Wellington's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Vanguard Wellington 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 Wellington's income statement, its balance sheet, and the statement of cash flows.
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