Vanguard Long Ten Year Return vs. Year To Date Return
VWLTX Fund | USD 10.89 0.03 0.28% |
For Vanguard Long profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Vanguard Long to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Vanguard Long Term Tax Exempt utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Vanguard Long's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Vanguard Long Term Tax Exempt over time as well as its relative position and ranking within its peers.
Vanguard |
Vanguard Long Term Year To Date Return vs. Ten Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Vanguard Long's current stock value. Our valuation model uses many indicators to compare Vanguard Long value to that of its competitors to determine the firm's financial worth. Vanguard Long Term Tax Exempt is presently regarded as number one fund in ten year return among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 0.37 of Year To Date Return per Ten Year Return. The ratio of Ten Year Return to Year To Date Return for Vanguard Long Term Tax Exempt is roughly 2.70 . 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 Long's earnings, one of the primary drivers of an investment's value.Vanguard Year To Date Return vs. Ten Year Return
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Vanguard Long |
| = | 4.58 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
Vanguard Long |
| = | 1.69 % |
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Vanguard Year To Date Return Comparison
Vanguard Long is currently under evaluation in year to date return among similar funds.
Vanguard Long Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Vanguard Long, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Vanguard Long will eventually generate negative long term returns. The profitability progress is the general direction of Vanguard Long's change in net profit over the period of time. It can combine multiple indicators of Vanguard Long, 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 has no limitations on the maturity of individual securities but is expected to maintain a dollar-weighted average maturity of 10 to 25 years. At least 75 percent of the securities held by the fund are municipal bonds in the top three credit-rating categories as determined by a nationally recognized statistical rating organization or, if unrated, determined to be of comparable quality by the advisor.
Vanguard Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Vanguard Long. 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 Long 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 Long's important profitability drivers and their relationship over time.
Use Vanguard Long 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 Long 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 Long will appreciate offsetting losses from the drop in the long position's value.Vanguard Long Pair Trading
Vanguard Long Term Tax Exempt Pair Trading Analysis
The ability to find closely correlated positions to Vanguard Long 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 Long 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 Long - 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 Long Term Tax Exempt to buy it.
The correlation of Vanguard Long 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 Long moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Vanguard Long Term 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 Long 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 Long position
In addition to having Vanguard Long 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?
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Sovereign ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Sovereign ETFs theme has 17 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 Sovereign ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Vanguard Mutual Fund
To fully project Vanguard Long's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Vanguard Long Term 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 Long's income statement, its balance sheet, and the statement of cash flows.
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