Vanguard Energy Index Fund Quote
| VENAX Fund | USD 60.41 0.31 0.51% |
PerformanceOK
| Odds Of DistressLow
|
Vanguard Energy is trading at 60.41 as of the 19th of July 2025; that is 0.51 percent down since the beginning of the trading day. The fund's open price was 60.72. Vanguard Energy has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund employs an indexing investment approach designed to track the performance of the index, an index made up of stocks of large, mid-size, and small U.S. companies within the energy 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. More on Vanguard Energy Index
Moving together with Vanguard Mutual Fund
Vanguard Mutual Fund Highlights
| Thematic Idea | Energy Funds (View all Themes) |
| Fund Concentration | Vanguard Funds, Large Value Funds, Equity Energy Funds, Energy Funds, Equity Energy, Vanguard, Large Value, Equity Energy (View all Sectors) |
| Update Date | 30th of June 2025 |
Vanguard Energy Index [VENAX] is traded in USA and was established 19th of July 2025. 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. The entity is thematically classified as Energy Funds. 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 1.87% with the current yeild of 0.03%, while the total return for the last 3 years was 12.17%.
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 | |
| SLB | Schlumberger NV | Stock | Energy | |
| VLO | Valero Energy | Stock | Energy |
Vanguard Energy Index Risk Profiles
| Mean Deviation | 1.03 | |||
| Semi Deviation | 1.07 | |||
| Standard Deviation | 1.28 | |||
| Variance | 1.64 |
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.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated |