Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update

Featured Advisor:
Dean L. Boebinger

Houston, TX
(281) 378-8008
More Details

Historical Analysis

Partners

Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | VBLTX Insights | VBLTX Score | VBLTX Performance | VBLTX News | VBLTX Allocation | VBLTX Holdings Change

Vanguard Long-Term Bond Index Inv Fund (VBLTX)

Fund performance review and position details on Vanguard Long-Term Bond Index Inv Fund (VBLTX)

    Last Trade: $14.09 on 10/20/2014, Change: +0.03 (0.21%)

Vanguard Long-Term Bond Index Inv Fund (VBLTX) HighlightVanguard Long-Term Bond Index Inv Fund (VBLTX) Fund Summary

Vanguard Long-Term Bond Index Inv Fund (VBLTX) statistics as of Sep 29, 2014

Category: Long-Term Bond
Fund Family: Vanguard
Net Asset: $7.23B
Yield: 4.1%
Year-to-Date Return: 13.46%
Morningstar rating: 3

 

Vanguard Long-Term Bond Index Inv Fund (VBLTX) CostVanguard Long-Term Bond Index Inv Fund (VBLTX) Cost

Vanguard Long-Term Bond Index Inv Fund (VBLTX) various investment related cost

Initial Investment: 3,000
Total Expense Ratio (Long-Term Bond average): 0.20% (0.87%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 50.00%

 

Vanguard Long-Term Bond Index Inv Fund (VBLTX) PerformanceVanguard Long-Term Bond Index Inv Fund (VBLTX) Performance

Most current Vanguard Long-Term Bond Index Inv Fund (VBLTX) Performance

1-month Performance (Long-Term Bond category median performance): -2.53% (-0.84%)
3-month Performance (Long-Term Bond category median performance): 1.24% (1.22%)
1 Year Performance (Long-Term Bond category median performance): 12.91% (11.26%)
3 Year Performance (Long-Term Bond category median performance): 4.55% (4.06%)
5 Year Performance (Long-Term Bond category median performance): 7.89% (8.04%)
Number of Years of positive return: 16 years
Number of Years of negative return: 3 years
3 year Alpha (Long-Term Bond category average): -2.4 (-0.24)
3 year Beta (Long-Term Bond category average): 3 (1.83)
3 year Sharpe Ratio: 0.56
3 year Treynor: 1.5

Vanguard Long-Term Bond Index Inv Fund (VBLTX) topholdingTop Stock Holdings in Vanguard Long-Term Bond Index Inv Fund (VBLTX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
US Treasury Bond 3.125%1.85%N/A
US Treasury Bond 3.75%1.76%N/A
US Treasury Bond 3.375%1.7%N/A
US Treasury Bond 2.75%1.68%N/A
US Treasury Bond 3.625%1.35%N/A
US Treasury Bond 4.25%1.34%N/A
US Treasury Bond 4.75%1.24%N/A
US Treasury Bond 4.375%1.06%N/A
*Note: The price change will reset to 0 after the midnight

 

Vanguard Long-Term Bond Index Inv Fund (VBLTX) Portfolio AllocationVanguard Long-Term Bond Index Inv Fund (VBLTX) Fund Portfolio Allocation

Vanguard Long-Term Bond Index Inv Fund (VBLTX) Fund Portfolio Allocation data as of 08/2014

Stock0%
Bond99.29%
Cash0.68%
Other0%

 

Vanguard Long-Term Bond Index Inv Fund (VBLTX) CompareCompare with other Long-Term Bond category mutual funds

Below are some additional Long-Term Bond mutual funds generated out of our database

Fund1 Year3 year5 year
Vanguard Long-Term Bond Index Inv12.914.557.89

See top fund managers for Long-Term Bond Category Funds

 

Vanguard Long-Term Bond Index Inv Fund (VBLTX) PerformanceOther Financial Data Web Sites on Vanguard Long-Term Bond Index Inv Fund (VBLTX)

Addition research sites for Vanguard Long-Term Bond Index Inv Fund (VBLTX)

 

Vanguard Long-Term Bond Index Inv Fund (VBLTX) Related ResourcesSee more information on Vanguard Long-Term Bond Index Inv (VBLTX) Fund

Popular pages on Vanguard Long-Term Bond Index Inv (VBLTX) Fund