Vanguard Energy Index Fund Quote
| VENAX Fund | USD 66.94 1.38 2.02% |
Performance7 of 100
| Odds Of DistressLess than 21
|
Vanguard Energy is trading at 66.94 as of the 26th of November 2024; that is 2.02 percent down since the beginning of the trading day. The fund's open price was 68.32. Vanguard Energy has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Vanguard Energy Index are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index Energy 2550, an index made up of stocks of large, mid-size, and small U.S. companies within the energy sector, as classified under the GICS. More on Vanguard Energy Index
Moving against Vanguard Mutual Fund
Vanguard Mutual Fund Highlights
| Fund Concentration | Vanguard Funds, Large Value Funds, Equity Energy Funds, Equity Energy, Vanguard, Large Value, Equity Energy (View all Sectors) |
| Update Date | 30th of September 2024 |
Vanguard Energy Index [VENAX] is traded in USA and was established 26th of November 2024. Vanguard Energy is listed under Vanguard category by Fama And French industry classification. The fund is listed under Equity Energy category and is part of Vanguard family. This fund at this time has accumulated 4.99 B in net assets with no minimum investment requirementsVanguard Energy Index is currently producing year-to-date (YTD) return of 19.35% with the current yeild of 0.03%, while the total return for the last 3 years was 25.01%.
Check Vanguard Energy 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 Energy 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 Energy Index Mutual Fund Constituents
| COP | ConocoPhillips | Stock | Energy | |
| CVX | Chevron Corp | Stock | Energy | |
| EOG | EOG Resources | Stock | Energy | |
| KMI | Kinder Morgan | Stock | Energy | |
| MPC | Marathon Petroleum Corp | Stock | Energy | |
| PSX | Phillips 66 | Stock | Energy | |
| PXD | Pioneer Natural Resources | Stock | Energy | |
| SLB | Schlumberger NV | Stock | Energy |
Vanguard Energy Index Risk Profiles
| Mean Deviation | 0.9547 | |||
| Semi Deviation | 1.28 | |||
| Standard Deviation | 1.25 | |||
| Variance | 1.57 |
Vanguard Energy Against Markets
Other Information on Investing in Vanguard Mutual Fund
Vanguard Energy financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Energy security.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |