Vanguard Long-term Annual Yield vs. Year To Date Return

VWLTX Fund  USD 10.97  0.04  0.37%   
Taking into consideration Vanguard Long-term's profitability measurements, Vanguard Long Term Tax Exempt may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in December. Profitability indicators assess Vanguard Long-term's ability to earn profits and add value for shareholders.
For Vanguard Long-term profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Vanguard Long-term to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Vanguard Long Term Tax Exempt utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Vanguard Long-term's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Vanguard Long Term Tax Exempt over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Vanguard Long-term's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Long-term is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Long-term'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 Long Term Year To Date Return vs. Annual Yield Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Vanguard Long-term's current stock value. Our valuation model uses many indicators to compare Vanguard Long-term value to that of its competitors to determine the firm's financial worth.
Vanguard Long Term Tax Exempt 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  346.02  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 Long-term'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 Long-term

Yield

 = 

Income from Security

Current Share Price

 = 
0.01 %
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 Long-term

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
2.18 %
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 Long is currently under evaluation in year to date return among similar funds.

Vanguard Long-term Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Vanguard Long-term, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Vanguard Long-term will eventually generate negative long term returns. The profitability progress is the general direction of Vanguard Long-term's change in net profit over the period of time. It can combine multiple indicators of Vanguard Long-term, 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 has no limitations on the maturity of individual securities but is expected to maintain a dollar-weighted average maturity of 10 to 25 years. At least 75 percent of the securities held by the fund are municipal bonds in the top three credit-rating categories as determined by a nationally recognized statistical rating organization or, if unrated, determined to be of comparable quality by the advisor.

Vanguard Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Vanguard Long-term. 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 Long-term 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 Long-term's important profitability drivers and their relationship over time.

Use Vanguard Long-term 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 Long-term 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 Long-term will appreciate offsetting losses from the drop in the long position's value.

Vanguard Long-term Pair Trading

Vanguard Long Term Tax Exempt Pair Trading Analysis

The ability to find closely correlated positions to Vanguard Long-term 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 Long-term 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 Long-term - 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 Long Term Tax Exempt to buy it.
The correlation of Vanguard Long-term 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 Long-term moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Vanguard Long Term 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 Long-term 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Vanguard Long-term position

In addition to having Vanguard Long-term 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 Recycling Thematic Idea Now

Recycling
Recycling Theme
West management companies as well as entities specializing in pollution control and recycling. The Recycling 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 Recycling Theme or any other thematic opportunities.
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Other Information on Investing in Vanguard Mutual Fund

To fully project Vanguard Long-term's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Vanguard Long Term 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 Long-term's income statement, its balance sheet, and the statement of cash flows.
Potential Vanguard Long-term investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Vanguard Long-term investors may work on each financial statement separately, they are all related. The changes in Vanguard Long-term's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Vanguard Long-term's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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