Vanguard Mutual Fund Quote

VFIAX
 Fund
  

USD 372.44  5.75  1.57%   

Market Performance
1 of 100
Odds Of Distress
Less than 1
Vanguard 500 is trading at 372.44 as of the 29th of November 2022; that is 1.57 percent increase since the beginning of the trading day. The fund's open price was 366.69. Vanguard 500 has a very small chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. Equity ratings for Vanguard 500 Index are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of September 2021 and ending today, the 29th of November 2022. Click here to learn more.
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 500 is traded on NASDAQ Exchange in the United States.. More on Vanguard 500 Index

Moving together with Vanguard 500

+1.0VFINXVanguard Index Trust Low VolatilityPairCorr
+0.91VFFSXVanguard 500 Index Low VolatilityPairCorr
+0.84FILFXStrategic Advisers Steady GrowthPairCorr

Vanguard 500 Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Vanguard 500's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Vanguard 500 or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
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
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Vanguard 500's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong BuyOvervalued
Startdate30th of November 2017
Vanguard 500 Index [VFIAX] is traded in USA and was established 29th of November 2022. The fund is listed under Large Blend category and is part of Vanguard family. Vanguard 500 Index at this time has accumulated 686.5 B in net assets with no minimum investment requirements, while the total return for the last 3 years was 10.2%.
Check Vanguard 500 Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard 500 Index Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Vanguard 500 Index Constituents

Vanguard 500 Target Price Odds Analysis

Based on a normal probability distribution, the odds of Vanguard 500 jumping above the current price in 90 days from now is about 9.7%. The Vanguard 500 Index probability density function shows the probability of Vanguard 500 mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.1355. This entails Vanguard 500 Index market returns are sensitive to returns on the market. As the market goes up or down, Vanguard 500 is expected to follow. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Vanguard 500 Index is significantly underperforming DOW.
  Odds Below 372.44HorizonTargetOdds Above 372.44
90.17%90 days
 372.44 
9.70%
Based on a normal probability distribution, the odds of Vanguard 500 to move above the current price in 90 days from now is about 9.7 (This Vanguard 500 Index probability density function shows the probability of Vanguard Mutual Fund to fall within a particular range of prices over 90 days) .

Vanguard 500 Top Holders

Vanguard 500 Index Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Vanguard 500 market risk premium is the additional return an investor will receive from holding Vanguard 500 long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vanguard 500. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Vanguard 500's alpha and beta are two of the key measurements used to evaluate Vanguard 500's performance over the market, the standard measures of volatility play an important role as well.

Vanguard 500 Against Markets

Picking the right benchmark for Vanguard 500 mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Vanguard 500 mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Vanguard 500 is critical whether you are bullish or bearish towards Vanguard 500 Index at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Vanguard 500 without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in Vanguard 500 Index?

The danger of trading Vanguard 500 Index is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Vanguard 500 is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Vanguard 500. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Vanguard 500 Index is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Also, please take a look at World Market Map. Note that the Vanguard 500 Index information on this page should be used as a complementary analysis to other Vanguard 500's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Watchlist Optimization module to optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm.

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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.