Vanguard Wellington Fund Price on October 1, 2024
| VWELX Fund | USD 46.97 0.03 0.06% |
Below is the normalized historical share price chart for Vanguard Wellington Fund extending back to November 05, 1984. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Vanguard Wellington stands at 46.97, as last reported on the 26th of November, with the highest price reaching 46.97 and the lowest price hitting 46.97 during the day.
If you're considering investing in Vanguard Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Vanguard Mutual Fund to be very steady. Vanguard Wellington owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.0999, which indicates the fund had a 0.0999% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Vanguard Wellington Fund, which you can use to evaluate the volatility of the fund. Please validate Vanguard Wellington's Risk Adjusted Performance of 0.0762, coefficient of variation of 948.9, and Semi Deviation of 0.481 to confirm if the risk estimate we provide is consistent with the expected return of 0.0522%.
Vanguard Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Vanguard |
Sharpe Ratio = 0.0999
| Best Portfolio | Best Equity | |||
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| Cash | VWELX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.52 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.1 actual daily | 7 93% of assets perform better |
Based on monthly moving average Vanguard Wellington is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Vanguard Wellington by adding it to a well-diversified portfolio.
Vanguard Wellington Valuation on October 1, 2024
It is possible to determine the worth of Vanguard Wellington on a given historical date. On October 1, 2024 Vanguard was worth 46.09 at the beginning of the trading date compared to the closed value of 46.09. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Vanguard Wellington mutual fund. Still, in general, we apply an absolute valuation method to find Vanguard Wellington's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Vanguard Wellington where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Vanguard Wellington's related companies.
| Open | High | Low | Close | Volume | |
| 46.32 | 46.32 | 46.32 | 46.32 | 1.00 | |
10/01/2024 | 46.09 | 46.09 | 46.09 | 46.09 | 1.00 |
| 46.11 | 46.11 | 46.11 | 46.11 | 1.00 |
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Vanguard Wellington Trading Date Momentum on October 1, 2024
| On October 02 2024 Vanguard Wellington Fund was traded for 46.11 at the closing time. The highest daily price throughout the period was 46.11 and the lowest price was 46.11 . There was no trading activity during the period 1.0. Lack of trading volume on 10/02/2024 added to the next day price jump. The trading price change to closing price of the next trading day was 0.04% . The trading price change to current closing price is 0.82% . |
Vanguard Wellington Fundamentals Correlations and Trends
By evaluating Vanguard Wellington's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Vanguard Wellington's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Vanguard financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Vanguard Wellington Mutual Fund history
Vanguard Wellington investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Vanguard is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Vanguard Wellington will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Vanguard Wellington stock prices may prove useful in developing a viable investing in Vanguard Wellington
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 Wellington Mutual Fund Technical Analysis
Vanguard Wellington technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Vanguard Wellington Period Price Range
Low | November 26, 2024
| High |
0.00 | 0.00 |
Vanguard Wellington Fund cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Vanguard Wellington November 26, 2024 Market Strength
Market strength indicators help investors to evaluate how Vanguard Wellington mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Vanguard Wellington shares will generate the highest return on investment. By undertsting and applying Vanguard Wellington mutual fund market strength indicators, traders can identify Vanguard Wellington Fund entry and exit signals to maximize returns
Vanguard Wellington Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Vanguard Wellington's price direction in advance. Along with the technical and fundamental analysis of Vanguard Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Vanguard to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0762 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | (0.13) | |||
| Treynor Ratio | 0.0815 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Vanguard Mutual Fund
Vanguard Wellington 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 Wellington security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |