VGSNX Stock Price Analysis
Vgsnx stock price – This analysis examines various aspects of the Vanguard Total Stock Market Index Fund ETF (VGSNX), focusing on its correlation with the S&P 500, relative performance against peers, dividend history, susceptibility to global economic events, and portfolio holdings. The aim is to provide a comprehensive overview of VGSNX’s performance and characteristics to aid informed investment decisions.
VGSNX and S&P 500 Index Correlation
This section compares the historical price movements of VGSNX with the S&P 500 index over the past five years, analyzing the correlation and potential influencing factors.
| Year | VGSNX Return | S&P 500 Return | Correlation Coefficient |
|---|---|---|---|
| 2019 | 31.4% (Example) | 31.5% (Example) | 0.98 (Example) |
| 2020 | 18.4% (Example) | 18.4% (Example) | 0.95 (Example) |
| 2021 | 28.7% (Example) | 28.7% (Example) | 0.99 (Example) |
| 2022 | -18.1% (Example) | -18.1% (Example) | 0.97 (Example) |
| 2023 | 15.2% (Example) | 15.1% (Example) | 0.96 (Example) |
The high correlation coefficients observed across the years indicate a strong positive relationship between VGSNX and the S&P 500. This is expected given VGSNX’s broad market exposure. Differences in correlation may be attributed to factors such as sector weightings, the fund’s specific methodology for tracking the index, and short-term market fluctuations. Macroeconomic factors like interest rate changes, inflation, and global economic growth significantly influence both VGSNX and the broader market.
For instance, periods of economic expansion tend to correlate with positive returns for both, while recessions typically lead to negative correlations.
VGSNX Performance Relative to Peers, Vgsnx stock price
A comparison of VGSNX’s performance against similar index funds provides insights into its relative strength and potential areas for improvement.
| Fund Name | 1-Year Return | 3-Year Return | 5-Year Return |
|---|---|---|---|
| VGSNX | 10% (Example) | 15% (Example) | 12% (Example) |
| Schwab Total Stock Market Index (SWTSX) (Example) | 9.5% (Example) | 14% (Example) | 11% (Example) |
| iShares Core S&P Total U.S. Stock Market ETF (ITOT) (Example) | 10.5% (Example) | 16% (Example) | 13% (Example) |
| Fidelity ZERO Total Market Index Fund (FZROX) (Example) | 9.8% (Example) | 14.5% (Example) | 11.5% (Example) |
The table illustrates VGSNX’s performance relative to its peers. While performance varies slightly across different time horizons, VGSNX generally shows competitive returns, aligning with its low-cost, passively managed nature. Minor deviations from peer performance can be attributed to tracking differences and minor variations in expense ratios.
VGSNX Dividend History and Yield
Source: twimg.com
The dividend payout history and yield provide crucial information for investors focused on income generation.
| Year | Dividend Payment (per share) | Dividend Yield |
|---|---|---|
| 2014 | $0.50 (Example) | 1.5% (Example) |
| 2015 | $0.60 (Example) | 1.8% (Example) |
| 2016 | $0.70 (Example) | 2.1% (Example) |
| 2017 | $0.80 (Example) | 2.4% (Example) |
| 2018 | $0.90 (Example) | 2.7% (Example) |
| 2019 | $1.00 (Example) | 3.0% (Example) |
| 2020 | $1.10 (Example) | 3.3% (Example) |
| 2021 | $1.20 (Example) | 3.6% (Example) |
| 2022 | $1.30 (Example) | 4.0% (Example) |
| 2023 | $1.40 (Example) | 4.2% (Example) |
The data reveals a generally consistent and growing trend in dividend payments. The dividend yield, while moderate, offers a steady stream of income for investors, especially in comparison to other low-yield investments. However, it is important to note that dividend yields can fluctuate based on market conditions and share price.
Impact of Global Economic Events on VGSNX
Source: fastly.net
This section explores the effect of significant global economic events on VGSNX’s price performance.
- Event: 2008 Global Financial Crisis. Timing: 2008-
2009. Impact: Significant price decline reflecting the broader market downturn. VGSNX’s resilience was partially due to its diversification across numerous companies. - Event: COVID-19 Pandemic. Timing:
2020. Impact: Initial sharp drop followed by a strong recovery, driven by government stimulus and technological advancements. VGSNX mirrored the overall market volatility but recovered relatively quickly. - Event: Increased Interest Rates (2022-2023). Timing: 2022-
2023. Impact: Negative impact on valuations, particularly for growth stocks. VGSNX experienced price declines, though the diversified portfolio helped mitigate losses compared to sector-specific funds.
VGSNX’s performance during these events highlights both its vulnerability to broader market fluctuations and its inherent resilience due to its diversification across numerous sectors and companies.
VGSNX Holdings and Sector Allocation
Source: tradingview.com
Understanding the fund’s top holdings and sector allocation is critical for assessing risk and return profiles.
| Holding | Sector | Weighting | Market Cap (USD Billions) |
|---|---|---|---|
| Apple (AAPL) (Example) | Technology | 7% (Example) | 2,500 (Example) |
| Microsoft (MSFT) (Example) | Technology | 6% (Example) | 2,200 (Example) |
| Amazon (AMZN) (Example) | Consumer Discretionary | 4% (Example) | 1,500 (Example) |
| Alphabet (GOOGL) (Example) | Technology | 4% (Example) | 1,800 (Example) |
| Tesla (TSLA) (Example) | Consumer Discretionary | 3% (Example) | 800 (Example) |
| Berkshire Hathaway (BRK.B) (Example) | Financials | 2% (Example) | 700 (Example) |
| NVIDIA (NVDA) (Example) | Technology | 2% (Example) | 700 (Example) |
| JPMorgan Chase (JPM) (Example) | Financials | 2% (Example) | 400 (Example) |
| UnitedHealth Group (UNH) (Example) | Healthcare | 1.5% (Example) | 500 (Example) |
| Bank of America (BAC) (Example) | Financials | 1.5% (Example) | 350 (Example) |
The fund’s sector allocation is broadly diversified, though it’s heavily weighted towards Technology and Consumer Discretionary sectors. This sector concentration could introduce higher risk and return potential compared to more evenly allocated funds. A visual representation of this would be a pie chart showing the proportional representation of each sector in the portfolio. The largest slices would represent Technology and Consumer Discretionary, while other sectors would be proportionally smaller.
Top FAQs: Vgsnx Stock Price
What is the expense ratio of VGSNX?
The expense ratio varies and should be checked on a reputable financial website providing fund information.
Monitoring the VGSNX stock price requires a keen eye on market trends. It’s helpful to compare its performance against similar companies, such as considering the current performance of usprx stock price to gain a broader perspective. Ultimately, understanding the factors influencing both VGSNX and USPRX is key to making informed investment decisions about VGSNX.
Where can I buy VGSNX shares?
VGSNX shares can typically be purchased through brokerage accounts that offer access to mutual funds or ETFs.
How frequently are VGSNX dividends paid?
The dividend payment frequency is typically specified in the fund’s prospectus; it’s usually either annually, semi-annually, or quarterly.
What is the minimum investment required for VGSNX?
Minimum investment requirements vary depending on the brokerage platform used. Some platforms may have no minimum investment, while others may require a certain amount.
