Vanguard Utilities Index Etf Performance
| VPU Etf | USD 153.36 2.74 1.76% |
The entity has a beta of 0.88, which indicates possible diversification benefits within a given portfolio. Vanguard Utilities returns are very sensitive to returns on the market. As the market goes up or down, Vanguard Utilities is expected to follow.
Risk-Adjusted Performance
22 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Vanguard Utilities Index are ranked lower than 22 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively sluggish basic indicators, Vanguard Utilities unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
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| In Threey Sharp Ratio | 0.08 |
Vanguard |
Vanguard Utilities Relative Risk vs. Return Landscape
If you would invest 13,028 in Vanguard Utilities Index on February 24, 2024 and sell it today you would earn a total of 2,308 from holding Vanguard Utilities Index or generate 17.72% return on investment over 90 days. Vanguard Utilities Index is generating 0.2634% of daily returns assuming volatility of 0.9238% on return distribution over 90 days investment horizon. In other words, 8% of etfs are less volatile than Vanguard, and above 95% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Vanguard Utilities Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Vanguard Utilities' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Vanguard Utilities Index, and traders can use it to determine the average amount a Vanguard Utilities' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2852
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Estimated Market Risk
| 0.92 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.26 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.29 actual daily | 22 78% of assets perform better |
Based on monthly moving average Vanguard Utilities is performing at about 22% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Vanguard Utilities by adding it to a well-diversified portfolio.
Vanguard Utilities Fundamentals Growth
Vanguard Etf prices reflect investors' perceptions of the future prospects and financial health of Vanguard Utilities, and Vanguard Utilities fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Vanguard Etf performance.
| Price To Earning | 17.20 X | |||
| Price To Book | 1.69 X | |||
| Price To Sales | 1.67 X | |||
| Earnings Per Share | 14.04 X | |||
| Total Asset | 7.04 B | |||
About Vanguard Utilities Performance
To evaluate Vanguard Utilities Index Etf as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Vanguard Utilities generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Vanguard Etf's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Vanguard Utilities Index market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Vanguard's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index Utilities 2550, an index made up of stocks of large, mid-size, and small U.S. companies within the utilities sector, as classified under the Global Industry Classification Standard . Vanguard Utilities is traded on NYSEARCA Exchange in the United States.| Latest headline from news.google.com: VPU Only Fools Rush In - Seeking Alpha | |
| The fund keeps 99.13% of its net assets in stocks |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Utilities Index. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
The market value of Vanguard Utilities Index is measured differently than its book value, which is the value of Vanguard that is recorded on the company's balance sheet. Investors also form their own opinion of Vanguard Utilities' value that differs from its market value or its book value, called intrinsic value, which is Vanguard Utilities' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Vanguard Utilities' market value can be influenced by many factors that don't directly affect Vanguard Utilities' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Vanguard Utilities' value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Utilities is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Utilities' 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.