Vanguard Large-cap Price To Book vs. Year To Date Return
| VLISX Fund | USD 576.15 3.18 0.56% |
For Vanguard Large-cap profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Vanguard Large-cap to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Vanguard Large Cap Index utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Vanguard Large-cap's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Vanguard Large Cap Index over time as well as its relative position and ranking within its peers.
Vanguard |
Vanguard Large Cap Year To Date Return vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Vanguard Large-cap's current stock value. Our valuation model uses many indicators to compare Vanguard Large-cap value to that of its competitors to determine the firm's financial worth. Vanguard Large Cap Index is presently regarded as number one fund in price to book among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 10.45 of Year To Date Return per Price To Book. 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 Large-cap's earnings, one of the primary drivers of an investment's value.Vanguard Year To Date Return vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Vanguard Large-cap |
| = | 2.61 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Vanguard Large-cap |
| = | 27.27 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Vanguard Year To Date Return Comparison
Vanguard Large is currently under evaluation in year to date return among similar funds.
Vanguard Large-cap Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Vanguard Large-cap, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Vanguard Large-cap will eventually generate negative long term returns. The profitability progress is the general direction of Vanguard Large-cap's change in net profit over the period of time. It can combine multiple indicators of Vanguard Large-cap, 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 CRSP US Large Cap Index, a broadly diversified index of large U.S. companies representing approximately the top 85 percent of the U.S. market capitalization. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding 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 Large-cap. 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 Large-cap 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 Large-cap's important profitability drivers and their relationship over time.
Use Vanguard Large-cap 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 Large-cap 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 Large-cap will appreciate offsetting losses from the drop in the long position's value.Vanguard Large-cap Pair Trading
Vanguard Large Cap Index Pair Trading Analysis
The ability to find closely correlated positions to Vanguard Large-cap 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 Large-cap 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 Large-cap - 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 Large Cap Index to buy it.
The correlation of Vanguard Large-cap 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 Large-cap moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Vanguard Large Cap 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 Large-cap 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 Large-cap position
In addition to having Vanguard Large-cap 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 Natural Foods Thematic Idea Now
Natural Foods
Companies producing natural foods including dairy products and different types of meets. The Natural Foods theme has 46 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 Natural Foods Theme or any other thematic opportunities.
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Other Information on Investing in Vanguard Mutual Fund
To fully project Vanguard Large-cap's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Vanguard Large Cap 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 Large-cap's income statement, its balance sheet, and the statement of cash flows.
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