VANGUARD Three Year Return

VFINX
 Fund
  

USD 364.15  0.67  0.18%   

VANGUARD 500 INDEX fundamentals help investors to digest information that contributes to VANGUARD 500's financial success or failures. It also enables traders to predict the movement of VANGUARD Mutual Fund. The fundamental analysis module provides a way to measure VANGUARD 500's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to VANGUARD 500 mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

VANGUARD Three Year Return Analysis

VANGUARD 500's 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.
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Three Year Return | All Equity Analysis

Current VANGUARD 500 Three Year Return

    
  10.09 %  
Most of VANGUARD 500's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, VANGUARD 500 INDEX is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
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.
Compare to competition

VANGUARD 500 Three Year Return Component Assessment

Based on the latest financial disclosure, VANGUARD 500 INDEX has a Three Year Return of 10.09%. This is 55.23% higher than that of the Vanguard family and 75.33% higher than that of the Large Blend category. The three year return for all United States funds is 180.28% lower than that of the firm.

VANGUARD Three Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses VANGUARD 500's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of VANGUARD 500 could also be used in its relative valuation, which is a method of valuing VANGUARD 500 by comparing valuation metrics of similar companies.
VANGUARD 500 is currently under evaluation in three year return among similar funds.

Fund Asset Allocation for VANGUARD 500

The fund invests 99.33% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.67%) .
   Value   
       Instrument Type  

VANGUARD Fundamentals

About VANGUARD 500 Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze VANGUARD 500 INDEX's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of VANGUARD 500 using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of VANGUARD 500 INDEX based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The fund employs an indexing investment approach designed to track the performance of the Standard Poors 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. Vanguard Index is traded on NASDAQ Exchange in the United States.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards VANGUARD 500 in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, VANGUARD 500's short interest history, or implied volatility extrapolated from VANGUARD 500 options trading.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Also, please take a look at VANGUARD 500 Piotroski F Score and VANGUARD 500 Altman Z Score analysis. You can also try My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.

Complementary Tools for analysis

When running VANGUARD 500 INDEX price analysis, check to measure VANGUARD 500's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy VANGUARD 500 is operating at the current time. Most of VANGUARD 500's value examination focuses on studying past and present price action to predict the probability of VANGUARD 500's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move VANGUARD 500's price. Additionally, you may evaluate how the addition of VANGUARD 500 to your portfolios can decrease your overall portfolio volatility.
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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.