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Vanguard Extended Dur Trs Idx InstlPlus (VEDIX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Extended Dur Trs Idx InstlPlus (VEDIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX) ManagerFund Manager - Joshua C. Barrickman

Fund Manager Information

Fund Manager Tenure: 4.8 years
Similar Funds: VEDTX 
Fund Family: Vanguard
Fund Category: Long Government
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)

 

Graph of Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX) ProfileVanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX) Profile

Fund Profile and Description

Vanguard Extended Dur Trs Idx InstlPlus Fund seeks to replicate, net of expenses, the Barclays Capital U.S. Treasury STRIPS 20-30 Year Equal Par Bond index. Vanguard Extended Dur Trs Idx InstlPlus Fund invests at least 80% of assets in U.S. Treasury securities held in the index. It maintains a dollar-weighted average maturity consistent with that of the index, which generally ranges between 20 and 30 years.

 

Vanguard Extended Dur Trs Idx InstlPlus (VEDIX) Fund Strength What we like about Vanguard Extended Dur Trs Idx InstlPlus (VEDIX) Fund

Data for Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX) as of May 30, 2016

  • Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX) management has been with Vanguard Extended Dur Trs Idx InstlPlus Fund for 4.8 years
  • Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX) has good short-term performance (1-year return 11.72% vs 7.28% Long Government category median performance)
  • Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX) has good mid-term performance (3-year return 10.26% vs 6.24% Long Government category median performance)
  • Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX) has good Long-term performance (5-year return 13.68% vs 7.94% Long Government category median performance)
  • Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX) has a Morningstar rating of 4 and above
  • Asset base in Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX) has an annual stock turnover rate of 16.00% vs Long Government average of 55.90%. It is good that Vanguard Extended Dur Trs Idx InstlPlus management does not trade extensively for its return.
  • Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX) has a lower expense ratio than its Long Government average: 0.06% vs 0.60%
  • Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX) Weakness What we are cautious about Vanguard Extended Dur Trs Idx InstlPlus (VEDIX) Fund

Data for Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX) as of May 30, 2016

  • Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX) ratio of up-years vs down years can be improved
  • Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX) is less safe compared to its Long Government peers
  • Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.37 that is higher than category average of 9.41
See Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX)Compare with other top Long Government category mutual funds

Aadditional top Long Government mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Extended Dur Trs Idx InstlPlus12.1511.7210.2613.68

See top fund managers for Long Government Category Funds

 

Compare Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX)Compare with Long Government category ETFs

Some Long Government ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares 20+ Year Treasury Bond (TLT)8.80%8.76%7.35%
Vanguard Long-Term Government Bond ETF (VGLT)8.55%8.70%6.95%
SPDR Barclays Long Term Treasury ETF (TLO)8.34%8.45%6.93%
Vanguard Extended Duration Treasury ETF (EDV)12.53%11.78%10.21%
iShares 10-20 Year Treasury Bond (TLH)000

 

Graph of Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX) Net Asset TrackingVanguard Extended Dur Trs Idx InstlPlus (VEDIX) Fund Net Asset

Track net asset change of Vanguard Extended Dur Trs Idx InstlPlus fund (VEDIX)

DateNet Asset
05/2016$1.37B
03/2016$1.27B
02/2016$1.25B
More historic net asset information on Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX)

  

Graph of Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX) Portfolio TrackingVanguard Extended Dur Trs Idx InstlPlus (VEDIX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Extended Dur Trs Idx InstlPlus fund (VEDIX)

DateCashStockBondOther
04/20160.02%0%99.98%0%
03/20160.02%0%99.98%0%
01/20160.02%0%99.98%0%
Click here to see more historic asset allocation information on Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX)

 

graph of Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX) Top 10 Position TrackingTop 10 Holdings in Vanguard Extended Dur Trs Idx InstlPlus (VEDIX) Fund

Discover what Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX) manager is buying

Apr 29, 2016
U S Treas Bd Stripped Prin Pmt [1.96%]
U S Treas Sec Stripped Int Pmt [1.91%]

Mar 30, 2016
U S Treas Bd Stripped Prin Pmt [1.99%]
U S Treas Sec Stripped Int Pmt [1.94%]

Jan 30, 2016
U S Treas Bd Stripped Prin Pmt [1.99%]
U S Treas Sec Stripped Int Pmt [1.94%]
Click here for Stock Holding Change Map in Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX)

  

Latest News on Vanguard Extended Dur Trs Idx InstlPlus (VEDIX) Fund

See what is happening with Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX)

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Vanguard Extended Dur Trs Idx InstlPlus Fund (VEDIX) Related ResourcesSee more information on Vanguard Extended Dur Trs Idx InstlPlus (VEDIX) Fund

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