Vanguard Wellesley Ten Year Return vs. Net Asset
| VWIAX Fund | USD 63.17 0.01 0.02% |
For Vanguard Wellesley profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Vanguard Wellesley to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Vanguard Wellesley Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Vanguard Wellesley's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Vanguard Wellesley Income over time as well as its relative position and ranking within its peers.
Vanguard |
Vanguard Wellesley Income Net Asset vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Vanguard Wellesley's current stock value. Our valuation model uses many indicators to compare Vanguard Wellesley value to that of its competitors to determine the firm's financial worth. Vanguard Wellesley Income is presently regarded as number one fund in ten year return among similar funds. It is rated fourth in net asset among similar funds making up about 6,745,428,467 of Net Asset per Ten 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 Wellesley's earnings, one of the primary drivers of an investment's value.Vanguard Net Asset vs. Ten Year Return
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 Wellesley |
| = | 7.88 % |
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.
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 Wellesley |
| = | 53.15 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.
Vanguard Net Asset Comparison
Vanguard Wellesley is currently under evaluation in net asset among similar funds.
Vanguard Wellesley Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Vanguard Wellesley, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Vanguard Wellesley will eventually generate negative long term returns. The profitability progress is the general direction of Vanguard Wellesley's change in net profit over the period of time. It can combine multiple indicators of Vanguard Wellesley, 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 approximately 60 percent to 65 percent of its assets in investment-grade fixed income securities, including corporate, U.S. Treasury, and government agency bonds, as well as mortgage-backed securities. The remaining 35 percent to 40 percent of fund assets are invested in common stocks of companies that have a history of above-average dividends or expectations of increasing dividends.
Vanguard Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Vanguard Wellesley. 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 Wellesley 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 Wellesley's important profitability drivers and their relationship over time.
Use Vanguard Wellesley 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 Wellesley 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 Wellesley will appreciate offsetting losses from the drop in the long position's value.Vanguard Wellesley Pair Trading
Vanguard Wellesley Income Pair Trading Analysis
The ability to find closely correlated positions to Vanguard Wellesley 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 Wellesley 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 Wellesley - 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 Wellesley Income to buy it.
The correlation of Vanguard Wellesley 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 Wellesley moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Vanguard Wellesley Income 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 Wellesley 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 Wellesley position
In addition to having Vanguard Wellesley 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 Machinery Thematic Idea Now
Machinery
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Machinery 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 Machinery Theme or any other thematic opportunities.
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Other Information on Investing in Vanguard Mutual Fund
To fully project Vanguard Wellesley's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Vanguard Wellesley Income 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 Wellesley's income statement, its balance sheet, and the statement of cash flows.
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