Vanguard Utilities Price To Book vs. Cash Position Weight
| VUIAX Fund | USD 83.55 0.63 0.75% |
For Vanguard Utilities profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Vanguard Utilities to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Vanguard Utilities Index utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Vanguard Utilities's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Vanguard Utilities Index over time as well as its relative position and ranking within its peers.
Vanguard |
Vanguard Utilities Index Cash Position Weight vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Vanguard Utilities's current stock value. Our valuation model uses many indicators to compare Vanguard Utilities value to that of its competitors to determine the firm's financial worth. Vanguard Utilities Index is presently regarded as number one fund in price to book among similar funds. It also is presently regarded as number one fund in cash position weight among similar funds creating about 0.49 of Cash Position Weight per Price To Book. The ratio of Price To Book to Cash Position Weight for Vanguard Utilities Index is roughly 2.02 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Vanguard Utilities' earnings, one of the primary drivers of an investment's value.Vanguard Cash Position Weight vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Vanguard Utilities |
| = | 1.76 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Vanguard Utilities |
| = | 0.87 % |
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Vanguard Cash Position Weight Comparison
Vanguard Utilities is currently under evaluation in cash position weight among similar funds.
Vanguard Utilities Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Vanguard Utilities, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Vanguard Utilities will eventually generate negative long term returns. The profitability progress is the general direction of Vanguard Utilities' change in net profit over the period of time. It can combine multiple indicators of Vanguard Utilities, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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 GICS. The Advisor attempts to replicate the target index by seeking to invest all, or substantially all, of its assets in the stocks that make up the index, in order to hold each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.
Vanguard Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Vanguard Utilities. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Vanguard Utilities position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Vanguard Utilities' important profitability drivers and their relationship over time.
Use Vanguard Utilities in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Vanguard Utilities position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Vanguard Utilities will appreciate offsetting losses from the drop in the long position's value.Vanguard Utilities Pair Trading
Vanguard Utilities Index Pair Trading Analysis
The ability to find closely correlated positions to Vanguard Utilities could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Vanguard Utilities when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Vanguard Utilities - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Vanguard Utilities Index to buy it.
The correlation of Vanguard Utilities is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Vanguard Utilities moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Vanguard Utilities Index moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Vanguard Utilities can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Vanguard Utilities position
In addition to having Vanguard Utilities 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 Asset Management Thematic Idea Now
Asset Management
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Asset Management theme has 7 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 Asset Management Theme or any other thematic opportunities.
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Other Information on Investing in Vanguard Mutual Fund
To fully project Vanguard Utilities' future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Vanguard Utilities Index at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Vanguard Utilities' income statement, its balance sheet, and the statement of cash flows.
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