VANGUARD Mutual Fund Buy Hold or Sell Recommendation

VFINX
 Fund
  

USD 364.25  2.69  0.73%   

Assuming the 90 days horizon and your complete indifference towards market risk, our recommendation regarding VANGUARD 500 INDEX is 'Strong Buy'. Macroaxis provides VANGUARD 500 buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding VFINX positions. The advice algorithm takes into account all of VANGUARD 500's available fundamental, technical, and predictive indicators you will find on this site.
  
The advice is provided from VANGUARD 500's buy-and-hold perspective. Also, please take a look at VANGUARD 500 Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. We conduct extensive research on individual funds such as VANGUARD and provide practical buy, sell, or hold recommendation based on selected investing horizon and risk tolerance towards VANGUARD 500 INDEX.

Execute VANGUARD 500 Buy or Sell Advice

The VANGUARD recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on VANGUARD 500 INDEX. Macroaxis does not own or have any residual interests in VANGUARD 500 INDEX or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute VANGUARD 500's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell VANGUARD 500Buy VANGUARD 500
Strong Buy

Volatility

Details

Hype Condition

Details

Current Valuation

Details

Odds of Distress

Details

Economic Sensitivity

Details

Analyst Consensus

Not Available
Details
For the selected time horizon VANGUARD 500 INDEX has a Risk Adjusted Performance of 0.0133, Jensen Alpha of (0.06), Total Risk Alpha of (0.06), Sortino Ratio of (0.037573) and Treynor Ratio of 0.0034
Macroaxis provides recommendation on VANGUARD 500 INDEX to complement and cross-verify current analyst consensus on VANGUARD 500 INDEX. Our trade recommendation engine determines the fund's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. Use VANGUARD 500 price to book and five year return to ensure your buy or sell decision on VANGUARD 500 INDEX is adequate.

VANGUARD 500 Trading Alerts and Improvement Suggestions

VANGUARD 500 INDEX generated a negative expected return over the last 90 days
VANGUARD 500 INDEX is unlikely to experience financial distress in the next 2 years
The fund keeps 99.33% of its net assets in stocks

VANGUARD 500 Returns Distribution Density

The distribution of VANGUARD 500's historical returns is an attempt to chart the uncertainty of VANGUARD 500's future price movements. The chart of the probability distribution of VANGUARD 500 stock daily returns describes the distribution of returns around its average expected value. We use VANGUARD 500 INDEX price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of VANGUARD 500 returns is essential to provide solid investment advice for VANGUARD 500.
Mean Return0.0137Value At Risk-2.36
Potential Upside2.65Standard Deviation1.66
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of VANGUARD 500 historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

VANGUARD 500 Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to VANGUARD 500 or Vanguard sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that VANGUARD 500's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a VANGUARD fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
-0.06
β
Beta against NYSE Composite1.08
σ
Overall volatility
1.67
Ir
Information ratio -0.03

VANGUARD 500 Volatility Alert

VANGUARD 500 INDEX has relatively low volatility with skewness of 0.51 and kurtosis of 1.18. However, we advise all investors to independently investigate VANGUARD 500 INDEX to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure VANGUARD 500's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact VANGUARD 500's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

VANGUARD 500 Fundamentals Vs Peers

Comparing VANGUARD 500's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze VANGUARD 500's direct or indirect competition across all of the common fundamentals between VANGUARD 500 and the related equities. This way, we can detect undervalued stocks with similar characteristics as VANGUARD 500 or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of VANGUARD 500's fundamental indicators could also be used in its relative valuation, which is a method of valuing VANGUARD 500 by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare VANGUARD 500 to competition
FundamentalsVANGUARD 500Peer Average
Price to Earning4.33 X6.53 X
Price to Book2.75 X0.74 X
Price to Sales1.93 X0.61 X
One Year Return12.69 %4.15 %
Three Year Return10.09 %3.60 %
Five Year Return9.72 %3.24 %
Ten Year Return12.99 %1.79 %
Net Asset766.12 B4.11 B
Last Dividend Paid0.020.65
Cash Position Weight0.67 %10.61 %
Equity Positions Weight99.33 %63.90 %

VANGUARD 500 Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as VANGUARD . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About VANGUARD 500 Buy or Sell Advice

When is the right time to buy or sell VANGUARD 500 INDEX? Buying financial instruments such as VANGUARD Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having VANGUARD 500 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 Heavy Metals Thematic Idea Now

Heavy Metals
Heavy Metals Theme
Companies involved in mining, production, and distribution of various industrial metals and minerals. The Heavy Metals theme has 40 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 Heavy Metals Theme or any other thematic opportunities.
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Also, please take a look at VANGUARD 500 Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try CEO Directory module to screen CEOs from public companies around the world.

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Please note, there is a significant difference between VANGUARD 500's value and its price as these two are different measures arrived at by different means. Investors typically determine VANGUARD 500 value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, VANGUARD 500'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.