Vanguard Energy Fund Quote
| VGELX Fund | USD 89.93 0.73 0.81% |
Performance16 of 100
| Odds Of DistressLess than 17
|
Vanguard Energy is trading at 89.93 as of the 16th of April 2024; that is -0.81 percent decrease since the beginning of the trading day. The fund's open price was 90.66. Vanguard Energy has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Vanguard Energy Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 16th of February 2024 and ending today, the 16th of April 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in the common stocks of companies principally engaged in activities in the energy industry, such as the exploration, production, and transmission of energy or energy fuels the making and servicing of component products for such activities energy research and energy conservation or pollution control. More on Vanguard Energy Fund
Moving together with Vanguard Mutual Fund
| 0.93 | VMIAX | Vanguard Materials Index | PairCorr |
| 0.76 | VMNVX | Vanguard Global Minimum | PairCorr |
| 0.91 | VMMSX | Vanguard Emerging Markets | PairCorr |
| 0.85 | VMNIX | Vanguard Market Neutral | PairCorr |
| 0.85 | VMNFX | Vanguard Market Neutral | PairCorr |
Vanguard 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 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.
| Fund Concentration | Vanguard Funds, Large Value Funds, Equity Energy Funds, Equity Energy, Vanguard, Large Value, Equity Energy (View all Sectors) |
| Update Date | 31st of March 2024 |
Vanguard Energy Fund [VGELX] is traded in USA and was established 16th of April 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 9.51 B in net assets with minimum initial investment of 50 K. Vanguard Energy is currently producing year-to-date (YTD) return of 7.83% with the current yeild of 0.04%, while the total return for the last 3 years was 18.88%.
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 Fund 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 Fund Mutual Fund Constituents
| VLO | Valero Energy | Stock | Energy |
| SLB | Schlumberger NV | Stock | Energy |
| COP | ConocoPhillips | Stock | Energy |
| CVX | Chevron Corp | Stock | Energy |
| DUK | Duke Energy | Stock | Utilities |
| FANG | Diamondback Energy | Stock | Energy |
| MPC | Marathon Petroleum Corp | Stock | Energy |
Vanguard Energy Target Price Odds Analysis
Based on a normal probability distribution, the odds of Vanguard Energy jumping above the current price in 90 days from now is about 8.49%. The Vanguard Energy Fund probability density function shows the probability of Vanguard Energy mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Vanguard Energy has a beta of 0.6445. 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 Fund will be expected to be much smaller as well. Additionally, vanguard Energy Fund has an alpha of 0.0824, implying that it can generate a 0.0824 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 8.49 (This Vanguard Energy Fund probability density function shows the probability of Vanguard Mutual Fund to fall within a particular range of prices over 90 days) .
Vanguard Energy 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.
| Mean Deviation | 0.6446 | |||
| Semi Deviation | 0.7836 | |||
| Standard Deviation | 0.9448 | |||
| Variance | 0.8927 |
Vanguard Energy Against Markets
Picking the right benchmark for Vanguard Energy 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 Energy 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 Energy is critical whether you are bullish or bearish towards Vanguard Energy Fund 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 Mutual Fund?
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 fund, 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 fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Vanguard Energy Fund fund 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 Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Vanguard Energy Fund, 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 fund 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.
Already Invested in Vanguard Energy Fund?
The danger of trading Vanguard Energy Fund 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 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 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.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Energy Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.