Vanguard Tax-exempt Annual Yield vs. Year To Date Return
VTEAX Fund | USD 20.34 0.01 0.05% |
For Vanguard Tax-exempt profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Vanguard Tax-exempt to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Vanguard Tax Exempt Bond utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Vanguard Tax-exempt's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Vanguard Tax Exempt Bond over time as well as its relative position and ranking within its peers.
Vanguard |
Vanguard Tax Exempt Year To Date Return vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Vanguard Tax-exempt's current stock value. Our valuation model uses many indicators to compare Vanguard Tax-exempt value to that of its competitors to determine the firm's financial worth. Vanguard Tax Exempt Bond is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 1,023 of Year To Date Return per Annual Yield. 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 Tax-exempt's earnings, one of the primary drivers of an investment's value.Vanguard Year To Date Return vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Vanguard Tax-exempt |
| = | 0 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
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 Tax-exempt |
| = | 1.74 % |
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 Tax is currently under evaluation in year to date return among similar funds.
Vanguard Tax-exempt Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Vanguard Tax-exempt, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Vanguard Tax-exempt will eventually generate negative long term returns. The profitability progress is the general direction of Vanguard Tax-exempt's change in net profit over the period of time. It can combine multiple indicators of Vanguard Tax-exempt, 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.
This index includes municipal bonds from issuers that are primarily state or local governments or agencies whose interest is exempt from U.S. federal income taxes and the federal alternative minimum tax . All of the funds investments will be selected through the sampling process, and at least 80 percent of the funds assets will be invested in securities held in the index.
Vanguard Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Vanguard Tax-exempt. 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 Tax-exempt 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 Tax-exempt's important profitability drivers and their relationship over time.
Use Vanguard Tax-exempt 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 Tax-exempt 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 Tax-exempt will appreciate offsetting losses from the drop in the long position's value.Vanguard Tax-exempt Pair Trading
Vanguard Tax Exempt Bond Pair Trading Analysis
The ability to find closely correlated positions to Vanguard Tax-exempt 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 Tax-exempt 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 Tax-exempt - 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 Tax Exempt Bond to buy it.
The correlation of Vanguard Tax-exempt 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 Tax-exempt moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Vanguard Tax Exempt 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 Tax-exempt 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 Tax-exempt position
In addition to having Vanguard Tax-exempt 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 Precious Metals Thematic Idea Now
Precious Metals
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Precious Metals 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 Precious Metals Theme or any other thematic opportunities.
View All Next | Launch |
Other Information on Investing in Vanguard Mutual Fund
To fully project Vanguard Tax-exempt's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Vanguard Tax Exempt 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 Tax-exempt's income statement, its balance sheet, and the statement of cash flows.
Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
Portfolio Anywhere Track or share privately all of your investments from the convenience of any device | |
Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments |