Vanguard Utilities Index Etf Performance
| VPU Etf | USD 178.92 2.39 1.35% |
The entity has a beta of 0.21, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Vanguard Utilities' returns are expected to increase less than the market. However, during the bear market, the loss of holding Vanguard Utilities is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Utilities Index are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively unsteady basic indicators, Vanguard Utilities may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
1 | VPU Utilities Are Surging, But I Found A Better Power Play - Seeking Alpha | 09/19/2024 |
2 | Castle Rock Wealth Management LLC Sells 805 Shares of Vanguard Utilities ETF | 10/11/2024 |
3 | 2,591 Shares in Vanguard Utilities ETF Purchased by DiNuzzo Private Wealth Inc. | 10/18/2024 |
| In Threey Sharp Ratio | 0.35 |
Vanguard |
Vanguard Utilities Relative Risk vs. Return Landscape
If you would invest 16,177 in Vanguard Utilities Index on August 28, 2024 and sell it today you would earn a total of 1,715 from holding Vanguard Utilities Index or generate 10.6% return on investment over 90 days. Vanguard Utilities Index is generating 0.1622% of daily returns assuming volatility of 0.9709% on return distribution over 90 days investment horizon. In other words, 8% of etfs are less volatile than Vanguard, and above 97% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Vanguard Utilities Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Utilities' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Vanguard Utilities Index, and traders can use it to determine the average amount a Vanguard Utilities' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1671
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | VPU | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.97 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Vanguard Utilities is performing at about 13% 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 Utilities by adding it to a well-diversified portfolio.
Vanguard Utilities Fundamentals Growth
Vanguard Etf prices reflect investors' perceptions of the future prospects and financial health of Vanguard Utilities, and Vanguard Utilities fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Vanguard Etf performance.
| Price To Earning | 17.20 X | |||
| Price To Book | 1.69 X | |||
| Price To Sales | 1.67 X | |||
| Earnings Per Share | 14.04 X | |||
| Total Asset | 7.04 B | |||
About Vanguard Utilities Performance
Assessing Vanguard Utilities' fundamental ratios provides investors with valuable insights into Vanguard Utilities' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Vanguard Utilities is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index Utilities 2550, an index made up of stocks of large, mid-size, and small U.S. companies within the utilities sector, as classified under the Global Industry Classification Standard . Vanguard Utilities is traded on NYSEARCA Exchange in the United States.| The fund keeps 99.13% of its net assets in stocks |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Utilities Index. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.
The market value of Vanguard Utilities Index is measured differently than its book value, which is the value of Vanguard that is recorded on the company's balance sheet. Investors also form their own opinion of Vanguard Utilities' value that differs from its market value or its book value, called intrinsic value, which is Vanguard Utilities' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Vanguard Utilities' market value can be influenced by many factors that don't directly affect Vanguard Utilities' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Vanguard Utilities' value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Utilities is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Utilities' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.