Vanguard Health Three Year Return vs. Five Year Return
| VHCIX Fund | USD 135.07 0.69 0.51% |
For Vanguard Health profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Vanguard Health to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Vanguard Health Care utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Vanguard Health's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Vanguard Health Care over time as well as its relative position and ranking within its peers.
Vanguard |
Vanguard Health Care Five Year Return vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Vanguard Health's current stock value. Our valuation model uses many indicators to compare Vanguard Health value to that of its competitors to determine the firm's financial worth. Vanguard Health Care is presently regarded as number one fund in three year return among similar funds. It also is presently regarded as number one fund in five year return among similar funds reporting about 4.89 of Five Year Return per Three 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 Health's earnings, one of the primary drivers of an investment's value.Vanguard Five Year Return vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Vanguard Health |
| = | 1.85 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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 Health |
| = | 9.07 % |
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.
Vanguard Five Year Return Comparison
Vanguard Health is currently under evaluation in five year return among similar funds.
Vanguard Health Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Vanguard Health, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Vanguard Health will eventually generate negative long term returns. The profitability progress is the general direction of Vanguard Health's change in net profit over the period of time. It can combine multiple indicators of Vanguard Health, 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 employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index Health Care 2550, an index made up of stocks of large, mid-size, and small U.S. companies within the health care sector, as classified under the GICS. The Advisor attempts to replicate the target index by seeking to invest all, or substantially all, of its assets in the stocks that make up the index, in order to hold each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.
Vanguard Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Vanguard Health. 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 Health 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 Health's important profitability drivers and their relationship over time.
Use Vanguard Health 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 Health 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 Health will appreciate offsetting losses from the drop in the long position's value.Vanguard Health Pair Trading
Vanguard Health Care Pair Trading Analysis
The ability to find closely correlated positions to Vanguard Health 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 Health 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 Health - 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 Health Care to buy it.
The correlation of Vanguard Health 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 Health moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Vanguard Health Care 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 Health 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 Health position
In addition to having Vanguard Health 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?
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Real Estate ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Real Estate ETFs theme has 66 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 Real Estate ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Vanguard Mutual Fund
To fully project Vanguard Health's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Vanguard Health Care 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 Health's income statement, its balance sheet, and the statement of cash flows.
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