Disclaimer: The TipRanks Smart Score performance is based on backtested results. Backtested performance is not an indicator of future actual results. The results reflect performance of a strategy not historically offered to investors and does not represent returns that any investor actually attained. Backtested results are calculated by the retroactive application of a model constructed on the basis of historical data and based on assumptions integral to the model which may or may not be testable and are subject to losses. General assumptions include: XYZ firm would have been able to purchase the securities recommended by the model and the markets were sufficiently liquid to permit all trading. Changes in these assumptions may have a material impact on the backtested returns presented. Certain assumptions have been made for modeling purposes and are unlikely to be realized. No representations and warranties are made as to the reasonableness of the assumptions. This information is provided for illustrative purposes only. Backtested performance is developed with the benefit of hindsight and has inherent limitations. Specifically, backtested results do not reflect actual trading or the effect of material economic and market factors on the decision-making process. Since trades have not actually been executed, results may have under- or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity, and may not reflect the impact that certain economic or market factors may have had on the decision-making process. Further, backtesting allows the security selection methodology to be adjusted until past returns are maximized. Actual performance may differ significantly from backtested performance. Backtested results are adjusted to reflect the reinvestment of dividends and other income and, except where otherwise indicated, are presented gross-of fees and do not include the effect of backtested transaction costs, management fees, performance fees or expenses, if applicable. Please note all regulatory considerations regarding the presentation of fees must be taken into account. No cash balance or cash flow is included in the calculation.
FAQs
Vanguard Index Trust 500 Index Fund (VFINX) Forecast and Price Targets - TipRanks.com? ›
The average price target for Vanguard Index Trust 500 Index Fund is $559.86. This is based on 504 Wall Streets Analysts 12-month price targets, issued in the past 3 months. The highest analyst price target is $659.63 ,the lowest forecast is $460.34.
Is VFINX a good investment? ›VFINX has a 5-year annualized total return of 9.39% and it sits in the top third among its category peers.
What is the Vanguard 500 Index return for 5 years? ›| Month-end | 5-yr | |
|---|---|---|
| VFIAX | 4.95% | 15.76% |
| Benchmark 1 | 4.96% | 15.80% |
Based on 504 Wall Street analysts offering 12 month price targets to Vanguard 500 Index Fd Admiral Shs holdings in the last 3 months. The average price target is $560.73 with a high forecast of $662.89 and a low forecast of $463.10. The average price target represents a 10.41% change from the last price of $507.88.
What is the rate of return on Vanguard index 500? ›| YTD Return | 15.28% |
|---|---|
| 5y Average Return | 14.84% |
| Rank in Category (ytd) | 32 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
VFINX pays a dividend of $1.42 per share. VFINX's annual dividend yield is 1.48%. When is Vanguard Index Trust 500 Index Fund ex-dividend date? Vanguard Index Trust 500 Index Fund's previous ex-dividend date was on Mar 22, 2024.
What is the VFINX forecast? ›Based on 504 Wall Street analysts offering 12 month price targets to Vanguard Index Trust 500 Index Fund holdings in the last 3 months. The average price target is $548.72 with a high forecast of $645.74 and a low forecast of $459.30. The average price target represents a 10.34% change from the last price of $497.31.
What is the annual return of VFINX? ›Vanguard 500 Index Investor Grades
The fund has returned 28.0% over the past year (grade of C), 9.4% over the past three years (grade of B) and 15.6% per year over the past five years (grade of B) and 12.5% per year over the past 10 years (grade of A).
The Vanguard S&P 500 ETF (VOO -0.22%) is one of the best ways to invest in the S&P 500, which has been a pretty smart strategy over the long term. Since 1965, the S&P 500 has produced a total return of 10.2% annualized.
Which is the best Vanguard fund? ›| Vanguard Fund | Expense Ratio |
|---|---|
| Vanguard Total Stock Market ETF (ticker: VTI) | 0.03% |
| Vanguard S&P 500 ETF (VOO) | 0.03% |
| Vanguard Total International Stock ETF (VXUS) | 0.08% |
| Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) | 0.10% |
Why is the Vanguard 500 Index Fund a good investment choice? ›
Vanguard's low-cost S&P 500 index fund has always been a smart buy. Stock investing doesn't need to be overly complicated. By buying and holding a low-cost fund that tracks the S&P 500, and subsequently reinvesting the dividends, investors would have grown their money by a healthy 211% over the past 10 years.
What is the Vanguard S&P 500 10 year return? ›| S&P 500 ETF | 1-yr | 10yr |
|---|---|---|
| Returns before taxes | 29.83% | 12.91% |
| Returns after taxes on distributions | 29.36% | 12.42% |
| Returns after taxes on distributions and sale of fund shares | 17.91% | 10.66% |
| Average Large Blend Fund | ||
The fund's expense ratio is 0.14 percent, which Morningstar classifies as low. The minimum initial investment is $3,000.
What are the top 3 holdings of the Vanguard 500 Index Fund? ›- MSFT. Microsoft Corporation 6.96%
- AAPL. Apple Inc. 6.30%
- NVDA. NVIDIA Corporation 6.11%
- AMZN. Amazon.com, Inc. 3.64%
- META. Meta Platforms, Inc. 2.32%
- GOOGL. Alphabet Inc. 2.29%
- GOOG. Alphabet Inc. 1.94%
- BRK-B. Berkshire Hathaway Inc. 1.70%
Closed to new investors.
What is Vanguard's highest rate of return? ›As of May 2024, the Vanguard Communication Services Index Fund provided the highest one-year return rate. The Vanguard Mega Cap Growth Index ranked second having a one-year return rate of 37.4 percent.
Is Vanguard VFIAX a good investment? ›Both VFIAX, a mutual fund, and SPY, an ETF, seek to track the S&P 500. The SPY ETF may have a slight tax advantage over the VFIAX mutual fund since it's not actively managed, meaning there's less buying and selling of trades. VFIAX and SPY are generally considered strong investments, especially for passive investors.
What is the difference between Vfinx and Voo? ›VOO - Expense Ratio Comparison. VFINX has a 0.14% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Do any Vanguard funds pay monthly dividends? ›Key Takeaways. Vanguard is a large investment advisor offering mutual funds and ETFs, many of which pay dividends. Most of Vanguard's ETF products pay monthly or quarterly dividends. Expense ratios are the fees investors pay for investing in a fund; the lower the better.
What is the highest paying dividend index fund? ›| Symbol | Name | Dividend Yield |
|---|---|---|
| NVDQ | T-Rex 2X Inverse NVIDIA Daily Target ETF | 118.15% |
| TSL | GraniteShares 1.25x Long Tesla Daily ETF | 94.69% |
| CONY | YieldMax COIN Option Income Strategy ETF | 79.62% |
| KLIP | KraneShares China Internet and Covered Call Strategy ETF | 57.99% |
Is VFIAX a good long-term investment? ›
The fund also has a very low expense ratio of 0.04%, which is significantly lower than the average expense ratio for actively managed mutual funds. As a mutual fund, VFIAX is designed for long-term investors who are seeking exposure to the U.S. large cap equity market.
What is the minimum investment for VFINX? ›The fund's expense ratio is 0.14 percent, which Morningstar classifies as low. The minimum initial investment is $3,000.
What is the difference between VFINX and VOO? ›VOO - Expense Ratio Comparison. VFINX has a 0.14% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Is it good to invest in Vanguard index fund? ›Vanguard funds are known for having the lowest expense ratios in the industry. This allows investors to save money on fees and helps their returns over the long run. Vanguard is the largest issuer of mutual funds in the world and the third-largest issuer of exchange-traded funds (ETFs), ranked by assets as of May 2024.