Vanguard Energy Fund Net Income
| VGELX Fund | USD 111.17 0.63 0.57% |
As of the 3rd of March, Vanguard Energy has the Semi Deviation of 0.3889, risk adjusted performance of 0.2515, and Coefficient Of Variation of 304.95. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Vanguard Energy, as well as the relationship between them.
Vanguard Energy's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Vanguard Energy's valuation are provided below:Vanguard Energy Fund does not presently have any fundamental trend indicators for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Vanguard |
Vanguard Energy 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Vanguard Energy's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Vanguard Energy.
| 12/03/2025 |
| 03/03/2026 |
If you would invest 0.00 in Vanguard Energy on December 3, 2025 and sell it all today you would earn a total of 0.00 from holding Vanguard Energy Fund or generate 0.0% return on investment in Vanguard Energy over 90 days. Vanguard Energy is related to or competes with IShares International, IShares MSCI, Invesco KBW, Vanguard Selected, Vanguard Communication, IShares Biotechnology, and First Trust. Under normal circumstances, the fund invests at least 80 percent of its assets in the common stocks of companies princip... More
Vanguard Energy Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Vanguard Energy's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Vanguard Energy Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8021 | |||
| Information Ratio | 0.2299 | |||
| Maximum Drawdown | 3.51 | |||
| Value At Risk | (1.28) | |||
| Potential Upside | 1.5 |
Vanguard Energy Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Energy's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Vanguard Energy's standard deviation. In reality, there are many statistical measures that can use Vanguard Energy historical prices to predict the future Vanguard Energy's volatility.| Risk Adjusted Performance | 0.2515 | |||
| Jensen Alpha | 0.2538 | |||
| Total Risk Alpha | 0.1842 | |||
| Sortino Ratio | 0.2367 | |||
| Treynor Ratio | 2.61 |
Vanguard Energy March 3, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.2515 | |||
| Market Risk Adjusted Performance | 2.62 | |||
| Mean Deviation | 0.6419 | |||
| Semi Deviation | 0.3889 | |||
| Downside Deviation | 0.8021 | |||
| Coefficient Of Variation | 304.95 | |||
| Standard Deviation | 0.826 | |||
| Variance | 0.6822 | |||
| Information Ratio | 0.2299 | |||
| Jensen Alpha | 0.2538 | |||
| Total Risk Alpha | 0.1842 | |||
| Sortino Ratio | 0.2367 | |||
| Treynor Ratio | 2.61 | |||
| Maximum Drawdown | 3.51 | |||
| Value At Risk | (1.28) | |||
| Potential Upside | 1.5 | |||
| Downside Variance | 0.6433 | |||
| Semi Variance | 0.1512 | |||
| Expected Short fall | (0.75) | |||
| Skewness | (0.05) | |||
| Kurtosis | 0.2907 |
Vanguard Energy Backtested Returns
Vanguard Energy appears to be very steady, given 3 months investment horizon. Vanguard Energy owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.33, which indicates the fund had a 0.33 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Vanguard Energy Fund, which you can use to evaluate the volatility of the fund. Please review Vanguard Energy's Risk Adjusted Performance of 0.2515, coefficient of variation of 304.95, and Semi Deviation of 0.3889 to confirm if our risk estimates are consistent with your expectations. The entity has a beta of 0.0999, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Vanguard Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Vanguard Energy is expected to be smaller as well.
Auto-correlation | 0.32 |
Below average predictability
Vanguard Energy Fund has below average predictability. Overlapping area represents the amount of predictability between Vanguard Energy time series from 3rd of December 2025 to 17th of January 2026 and 17th of January 2026 to 3rd of March 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Vanguard Energy price movement. The serial correlation of 0.32 indicates that nearly 32.0% of current Vanguard Energy price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.32 | |
| Spearman Rank Test | 0.31 | |
| Residual Average | 0.0 | |
| Price Variance | 20.43 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Vanguard Energy Fund reported net income of 0.0. This indicator is about the same for the Vanguard average (which is currently at 0.0) family and about the same as Equity Energy (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Vanguard Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Vanguard Energy's current stock value. Our valuation model uses many indicators to compare Vanguard Energy value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Vanguard Energy competition to find correlations between indicators driving Vanguard Energy's intrinsic value. More Info.Vanguard Energy Fund is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.05 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Vanguard Energy Fund is roughly 18.38 . 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 Energy's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Vanguard Energy
The fund invests 99.04% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.96%) .Asset allocation divides Vanguard Energy'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 for 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 manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Vanguard Fundamentals
| Price To Earning | 26.28 X | ||||
| Price To Book | 1.43 X | ||||
| Price To Sales | 1.26 X | ||||
| Total Asset | 4.92 B | ||||
| Annual Yield | 0.03 % | ||||
| Year To Date Return | 18.72 % | ||||
| One Year Return | 38.56 % | ||||
| Three Year Return | 19.98 % | ||||
| Five Year Return | 20.91 % | ||||
| Ten Year Return | (1.21) % | ||||
| Net Asset | 9.51 B | ||||
| Minimum Initial Investment | 50 K | ||||
| Cash Position Weight | 0.96 % | ||||
| Equity Positions Weight | 99.04 % |
About Vanguard Energy Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Vanguard Energy Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Vanguard Energy using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Vanguard Energy Fund 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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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
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