Vanguard Quality Five Year Return vs. One Year Return
| VFQY Etf | USD 147.42 2.11 1.45% |
For Vanguard Quality profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Vanguard Quality to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Vanguard Quality Factor utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Vanguard Quality's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Vanguard Quality Factor over time as well as its relative position and ranking within its peers.
Vanguard |
The market value of Vanguard Quality Factor 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 Quality's value that differs from its market value or its book value, called intrinsic value, which is Vanguard Quality's 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 Quality's market value can be influenced by many factors that don't directly affect Vanguard Quality's 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 Quality's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Quality is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Quality's 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.
Vanguard Quality Factor One Year Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Vanguard Quality's current stock value. Our valuation model uses many indicators to compare Vanguard Quality value to that of its competitors to determine the firm's financial worth. Vanguard Quality Factor is rated first in five year return as compared to similar ETFs. It is rated first in one year return as compared to similar ETFs reporting about 2.04 of One Year Return per Five Year Return. 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 Quality's earnings, one of the primary drivers of an investment's value.Vanguard One Year Return vs. Five Year Return
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.
Vanguard Quality |
| = | 13.70 % |
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.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Vanguard Quality |
| = | 27.90 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Vanguard One Year Return Comparison
Vanguard Quality is currently under evaluation in one year return as compared to similar ETFs.
Vanguard Quality Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Vanguard Quality, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Vanguard Quality will eventually generate negative long term returns. The profitability progress is the general direction of Vanguard Quality's change in net profit over the period of time. It can combine multiple indicators of Vanguard Quality, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund invests primarily in U.S. common stocks with the potential to generate higher returns relative to the broad U.S. equity market by investing in stocks with strong fundamentals as determined by the advisor. US Quality is traded on BATS Exchange in the United States.
Vanguard Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Vanguard Quality. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Vanguard Quality position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Vanguard Quality's important profitability drivers and their relationship over time.
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| Five Year Return vs Equity Positions Weight |
Use Vanguard Quality in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Vanguard Quality position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Vanguard Quality will appreciate offsetting losses from the drop in the long position's value.Vanguard Quality Pair Trading
Vanguard Quality Factor Pair Trading Analysis
The ability to find closely correlated positions to Vanguard Quality could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Vanguard Quality when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Vanguard Quality - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Vanguard Quality Factor to buy it.
The correlation of Vanguard Quality is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Vanguard Quality moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Vanguard Quality Factor moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Vanguard Quality can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Vanguard Quality position
In addition to having Vanguard Quality in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Petroleum and Natural Gas Thematic Idea Now
Petroleum and Natural Gas
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Petroleum and Natural Gas theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Petroleum and Natural Gas Theme or any other thematic opportunities.
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Check out World Market Map. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
To fully project Vanguard Quality's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Vanguard Quality Factor at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Vanguard Quality's income statement, its balance sheet, and the statement of cash flows.