Vanguard Wellington Three Year Return vs. Five Year Return
| VWENX Fund | USD 73.43 0.87 1.17% |
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 Five Year Return vs. Three 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 three year return among similar funds. It also is presently regarded as number one fund in five year return among similar funds reporting about 1.68 of Five Year Return per Three 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 Five Year Return vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Vanguard Wellington |
| = | 4.98 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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 |
| = | 8.38 % |
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.
Vanguard Five Year Return Comparison
Vanguard Wellington is currently under evaluation in five 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. Vanguard Wellington 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 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.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Vanguard Wellington 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.Did you try this?
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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?
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Convertibles Funds
Funds or Etfs that invest in debt that is expected to be converted into a predetermined amount of the company equity at some future date. The Convertibles Funds theme has 15 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 Convertibles Funds 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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