Vanguard Energy Fund Quote
| VGELX Fund | USD 84.26 0.02 0.02% |
PerformanceVery Weak
| Odds Of DistressLow
|
Vanguard Energy is trading at 84.26 as of the 16th of February 2025; that is 0.02 percent up since the beginning of the trading day. The fund's open price was 84.24. Vanguard Energy has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 17th of January 2025 and ending today, the 16th of February 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in the common stocks of companies principally engaged in activities in the energy industry, such as the exploration, production, and transmission of energy or energy fuels the making and servicing of component products for such activities energy research and energy conservation or pollution control. More on Vanguard Energy Fund
Moving together with Vanguard Mutual Fund
Vanguard Mutual Fund Highlights
| Fund Concentration | Vanguard Funds, Large Value Funds, Equity Energy Funds, Equity Energy, Vanguard, Large Value, Equity Energy (View all Sectors) |
| Update Date | 31st of December 2024 |
Vanguard Energy Fund [VGELX] is traded in USA and was established 16th of February 2025. Vanguard Energy is listed under Vanguard category by Fama And French industry classification. The fund is listed under Equity Energy category and is part of Vanguard family. This fund at this time has accumulated 9.51 B in net assets with minimum initial investment of 50 K. Vanguard Energy is currently producing year-to-date (YTD) return of 4.22% with the current yeild of 0.03%, while the total return for the last 3 years was 12.44%.
Check Vanguard Energy Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Energy Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vanguard Energy Fund Mutual Fund Constituents
| VLO | Valero Energy | Stock | Energy | |
| SLB | Schlumberger NV | Stock | Energy | |
| COP | ConocoPhillips | Stock | Energy | |
| CVX | Chevron Corp | Stock | Energy | |
| DUK | Duke Energy | Stock | Utilities | |
| FANG | Diamondback Energy | Stock | Energy | |
| MPC | Marathon Petroleum Corp | Stock | Energy | |
| NEE | Nextera Energy | Stock | Utilities |
Vanguard Energy Risk Profiles
| Mean Deviation | 0.7967 | |||
| Standard Deviation | 1.46 | |||
| Variance | 2.13 | |||
| Risk Adjusted Performance | (0.07) |
Vanguard Energy Against Markets
Other Information on Investing in Vanguard Mutual Fund
Vanguard Energy 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 Energy security.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |