Vanguard Energy Index Etf Profile
| VDE Etf | USD 134.56 0.66 0.49% |
Performance20 of 100
| Odds Of DistressLess than 9
|
Vanguard Energy is trading at 134.56 as of the 26th of April 2024, a 0.49% increase since the beginning of the trading day. The etf's lowest day price was 132.7. Vanguard Energy has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 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 March 2024 and ending today, the 26th of April 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 Global Industry Classification Standard . More on Vanguard Energy Index
Moving together with Vanguard Etf
| 0.95 | XLE | Energy Select Sector | PairCorr |
| 0.94 | XOP | SPDR SP Oil | PairCorr |
| 0.96 | OIH | VanEck Oil Services | PairCorr |
| 1.0 | IYE | iShares Energy ETF | PairCorr |
| 1.0 | IXC | iShares Global Energy | PairCorr |
| 0.99 | FXN | First Trust Energy Sell-off Trend | PairCorr |
Moving against Vanguard Etf
| 0.79 | BITI | ProShares Trust | PairCorr |
Vanguard Etf 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 Energy's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Vanguard Energy or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Chairman | F McNabb |
| Thematic Ideas | (View all Themes) |
| Old Name | AMESITE INC. DL-0001 |
| Business Concentration | Energy ETFs, Sector ETFs, Equity Energy, Vanguard (View all Sectors) |
| Issuer | Vanguard |
| Inception Date | 2004-09-23 |
| Benchmark | MSCI US Investable Market Energy 25/50 Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 9.03 Billion |
| Average Trading Valume | 561,012.8 |
| Asset Type | Equity |
| Category | Sector |
| Focus | Energy |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Vanguard Group, Inc. |
| Advisor | The Vanguard Group, Inc. |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | Vanguard Marketing Corporation |
| Portfolio Manager | Nick Birkett, Awais Khan |
| Transfer Agent | The Vanguard Group, Inc. |
| Fiscal Year End | 31-Aug |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 116 |
| Market Maker | Pundion |
| Total Expense | 0.1 |
| Management Fee | 0.09 |
| Country Name | USA |
| Returns Y T D | 15.58 |
| Name | Vanguard Energy Index Fund ETF Shares |
| Currency Code | USD |
| Open Figi | BBG000HTG205 |
| In Threey Volatility | 28.65 |
| 1y Volatility | 19.53 |
| 200 Day M A | 122.13 |
| 50 Day M A | 127.33 |
| Code | VDE |
| Updated At | 26th of April 2024 |
| Currency Name | US Dollar |
Vanguard Energy Index [VDE] is traded in USA and was established 2004-09-23. The fund is classified under Equity Energy category within Vanguard family. The entity is thematically classified as Energy ETFs. Vanguard Energy Index at this time have 11.02 B in net assets. , while the total return for the last 3 years was 31.9%.
Check Vanguard Energy Probability Of Bankruptcy
Geographic Allocation (%)
Top Vanguard Energy Index Etf 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 |
| OKE | ONEOK Inc | Stock | Energy |
| PSX | Phillips 66 | Stock | Energy |
Vanguard Energy Target Price Odds Analysis
What are Vanguard Energy's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Vanguard Energy jumping above the current price in 90 days from now is about 10.76%. The Vanguard Energy Index probability density function shows the probability of Vanguard Energy etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon Vanguard Energy has a beta of 0.6187. This entails as returns on the market go up, Vanguard Energy average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Vanguard Energy Index will be expected to be much smaller as well. Additionally, vanguard Energy Index has an alpha of 0.1704, implying that it can generate a 0.17 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Vanguard Energy to move above the current price in 90 days from now is about 10.76 (This Vanguard Energy Index probability density function shows the probability of Vanguard Etf to fall within a particular range of prices over 90 days) .
Vanguard Energy Top Holders
| SECT | Main Sector Rotation | Etf | Large Blend |
| NAVFX | The Sector Rotation | Mutual Fund | Large Growth |
| NAVIX | Navigator Equity Hedged | Mutual Fund | Long-Short Equity |
| NAVCX | Navigator Equity Hedged | Mutual Fund | Long-Short Equity |
| NAVAX | Navigator Equity Hedged | Mutual Fund | Long-Short Equity |
| JRODX | J Hancock Ii | Mutual Fund | Target-Date 2060+ |
| JRLUX | Multi Index 2045 Lifetime | Mutual Fund | Target-Date 2045 |
Vanguard Energy Index Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Vanguard Energy market risk premium is the additional return an investor will receive from holding Vanguard Energy 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 Energy. 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 Energy's alpha and beta are two of the key measurements used to evaluate Vanguard Energy's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.1651 | |||
| Jensen Alpha | 0.1704 | |||
| Total Risk Alpha | 0.1074 | |||
| Sortino Ratio | 0.1723 |
Vanguard Energy Against Markets
Picking the right benchmark for Vanguard Energy etf 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 Energy etf 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 Energy is critical whether you are bullish or bearish towards Vanguard Energy Index at a given time. Please also check how Vanguard Energy's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Vanguard Energy 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.Did you try this?
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How to buy Vanguard Etf?
Before investing in Vanguard Energy, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Vanguard Energy. To buy Vanguard Energy etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Vanguard Energy. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Vanguard Energy etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Vanguard Energy Index etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Vanguard Energy Index etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Vanguard Energy Index, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Vanguard Etf please use our How to Invest in Vanguard Energy guide.
Already Invested in Vanguard Energy Index?
The danger of trading Vanguard Energy Index is mainly related to its market volatility and ETF 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 Energy 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 Energy. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Vanguard Energy 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.
When determining whether Vanguard Energy Index is a strong investment it is important to analyze Vanguard Energy's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Vanguard Energy's future performance. For an informed investment choice regarding Vanguard Etf, refer to the following important reports: Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Energy 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 unemployment. Note that the Vanguard Energy Index information on this page should be used as a complementary analysis to other Vanguard Energy'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 the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.
The market value of Vanguard Energy 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 Energy's value that differs from its market value or its book value, called intrinsic value, which is Vanguard Energy's 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 Energy's market value can be influenced by many factors that don't directly affect Vanguard Energy's 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 Energy's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Energy is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Energy'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.