Vanguard Dividend Growth Fund Five Year Return
VDIGX Fund | USD 40.88 0.35 0.86% |
Vanguard Dividend Growth fundamentals help investors to digest information that contributes to Vanguard Dividend's financial success or failures. It also enables traders to predict the movement of Vanguard Mutual Fund. The fundamental analysis module provides a way to measure Vanguard Dividend's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Vanguard Dividend mutual fund.
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Vanguard Dividend Growth Mutual Fund Five Year Return Analysis
Vanguard Dividend's 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.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Vanguard Dividend Five Year Return | 10.53 % |
Most of Vanguard Dividend's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Vanguard Dividend Growth is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
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Vanguard Dividend Five Year Return Component Assessment
According to the company disclosure, Vanguard Dividend Growth has a Five Year Return of 10.5257%. This is 71.15% higher than that of the Vanguard family and 96.16% higher than that of the Large Blend category. The five year return for all United States funds is notably lower than that of the firm.
Vanguard Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Vanguard Dividend's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Vanguard Dividend could also be used in its relative valuation, which is a method of valuing Vanguard Dividend by comparing valuation metrics of similar companies.Vanguard Dividend is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Vanguard Dividend
The fund consists of 98.92% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Vanguard Dividend's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Vanguard Fundamentals
Price To Earning | 19.81 X | |||
Price To Book | 4.07 X | |||
Price To Sales | 1.43 X | |||
Annual Yield | 0.02 % | |||
Year To Date Return | 11.33 % | |||
One Year Return | 18.19 % | |||
Three Year Return | 5.89 % | |||
Five Year Return | 10.53 % | |||
Ten Year Return | 12.73 % | |||
Net Asset | 50.66 B | |||
Minimum Initial Investment | 3 K | |||
Cash Position Weight | 1.08 % | |||
Equity Positions Weight | 98.92 % |
About Vanguard Dividend Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Vanguard Dividend Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Vanguard Dividend using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Vanguard Dividend Growth based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Vanguard Dividend 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 Dividend security.
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