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Vanguard Long-Term Treasury Inv (VUSTX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Long-Term Treasury Inv (VUSTX) Fund

    Last Trade: $12.96 on 2/5/2016, Change: +0.02 (0.15%)

 

Graph of Vanguard Long-Term Treasury Inv Fund (VUSTX) ManagerFund Manager - Gemma Wright-Casparius

Fund Manager Information

Fund Manager Tenure: 1.1 years
Similar Funds: VUSUX 
Fund Family: Vanguard
Fund Category: Long Government
Fund Performance: Dec 30, 2015
Fundmojo Fund Grade: N/A (Score: *Manager is New*)     (What does this score mean?)

 

Graph of Vanguard Long-Term Treasury Inv Fund (VUSTX) ProfileVanguard Long-Term Treasury Inv Fund (VUSTX) Profile

Fund Profile and Description

Vanguard Long-Term Treasury Inv Fund seeks to provide a high and sustainable level of current income. Vanguard Long-Term Treasury Inv Fund invests at least 80% of assets in U.S. Treasury securities, which include bills, bonds, and notes issued by the U.S. Treasury. Vanguard Long-Term Treasury Inv Fund's average weighted maturity generally ranges from 15 to 30 years.

 

Vanguard Long-Term Treasury Inv (VUSTX) Fund Strength What we like about Vanguard Long-Term Treasury Inv (VUSTX) Fund

Data for Vanguard Long-Term Treasury Inv Fund (VUSTX) as of Dec 30, 2015

  • Vanguard Long-Term Treasury Inv Fund (VUSTX) is a new fund and has been performing well against its peers for both one-month and three_month performance
  • Vanguard Long-Term Treasury Inv Fund (VUSTX) has good mid-term performance (3-year return 2.37% vs 1.83% Long Government category median performance)
  • Vanguard Long-Term Treasury Inv Fund (VUSTX) has good Long-term performance (5-year return 7.49% vs 7.35% Long Government category median performance)
  • Vanguard Long-Term Treasury Inv Fund (VUSTX) ratio of up-years vs down years is greater than 2
  • Vanguard Long-Term Treasury Inv Fund (VUSTX) has a Morningstar rating of 4 and above
  • Vanguard Long-Term Treasury Inv Fund (VUSTX) has a lower expense ratio than its Long Government average: 0.20% vs 0.62%
  • Vanguard Long-Term Treasury Inv Fund (VUSTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Long-Term Treasury Inv Fund (VUSTX) Weakness What we are cautious about Vanguard Long-Term Treasury Inv (VUSTX) Fund

Data for Vanguard Long-Term Treasury Inv Fund (VUSTX) as of Dec 30, 2015

  • Vanguard Long-Term Treasury Inv Fund (VUSTX) management has been with Vanguard Long-Term Treasury Inv Fund for only 1.1 years, it is hard to judge manager's ability based on this fund's operation record
  • Vanguard Long-Term Treasury Inv Fund (VUSTX) has an annual stock turnover rate of 59.00% that is higher than the Long Government average of 40.46%. This could mean Vanguard Long-Term Treasury Inv is more nimble, but also signal potential high tax impact and high trading fees
  • Vanguard Long-Term Treasury Inv Fund (VUSTX) is more volatile than its peers as it has a 3-year Standard Deviation of 11.03 that is higher than category average of 9.24
  • Asset base in Vanguard Long-Term Treasury Inv Fund (VUSTX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Vanguard Long-Term Treasury Inv Fund (VUSTX) performance details as of Dec 30, 2015

 

What do you think?

 

Compare Vanguard Long-Term Treasury Inv Fund (VUSTX)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 Long-Term Treasury Inv-1.54-1.542.377.49

See top fund managers for Long Government Category Funds

 

Compare Vanguard Long-Term Treasury Inv Fund (VUSTX)Compare with Long Government category ETFs

Some Long Government ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares 1-30 Laddered Treasury ETF (PLW)0.25%1.87%1.45%
iShares 7-10 Year Treasury Bond (IEF)1.51%1.51%1.31%
iShares 10-20 Year Treasury Bond (TLH)1.40%1.40%2.06%
PIMCO 25+ Year Zero Coupon US Trs ETF (ZROZ)-6.10%-6.10%3.37%
Vanguard Extended Duration Treasury ETF (EDV)-4.84%-4.84%3.33%

 

Graph of Vanguard Long-Term Treasury Inv Fund (VUSTX) Net Asset TrackingVanguard Long-Term Treasury Inv (VUSTX) Fund Net Asset

Track net asset change of Vanguard Long-Term Treasury Inv fund (VUSTX)

DateNet Asset
12/2015$3.24B
11/2015$3.24B
10/2015$3.28B
More historic net asset information on Vanguard Long-Term Treasury Inv Fund (VUSTX)

  

Graph of Vanguard Long-Term Treasury Inv Fund (VUSTX) Portfolio TrackingVanguard Long-Term Treasury Inv (VUSTX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Long-Term Treasury Inv fund (VUSTX)

DateCashStockBondOther
09/20150.35%0%99.65%0%
06/20151.19%0%98.81%0%
03/20150.41%0%99.59%0%
Click here to see more historic asset allocation information on Vanguard Long-Term Treasury Inv Fund (VUSTX)

 

graph of Vanguard Long-Term Treasury Inv Fund (VUSTX) Top 10 Position TrackingTop 10 Holdings in Vanguard Long-Term Treasury Inv (VUSTX) Fund

Discover what Vanguard Long-Term Treasury Inv Fund (VUSTX) manager is buying

Sep 29, 2015
US Treasury Bond 3.375% [5.03%]
US Treasury Bond 2.875% [4.78%]
US Treasury Bond 3.125% [4.73%]
US Treasury Bond 3% [4.37%]
US Treasury Bond 3.75% [4.25%]
US Treasury Bond 2.5% [4.05%]
US Treasury Bond 4.75% [3.7%]
US Treasury Bond 3.625% [3.55%]

Jun 29, 2015
US Treasury Bond 3.375% [5.65%]
US Treasury Bond 3.625% [5.39%]
US Treasury Bond 2.875% [5.34%]
US Treasury Bond 2.75% [4.99%]
US Treasury Bond 3.5% [4.3%]
US Treasury Bond 2.5% [4.19%]
US Treasury Bond 3.125% [3.91%]
US Treasury Bond 3% [3.72%]

Mar 30, 2015
US Treasury Bond 2.75% [5.78%]
US Treasury Bond 3.625% [5.38%]
US Treasury Bond 3.375% [5.19%]
US Treasury Bond 2.875% [5.08%]
US Treasury Bond 3.5% [4.11%]
US Treasury Bond 3.125% [3.98%]
US Treasury Bond 5.375% [3.81%]
US Treasury Bond 3% [3.64%]
Click here for Stock Holding Change Map in Vanguard Long-Term Treasury Inv Fund (VUSTX)

  

Latest News on Vanguard Long-Term Treasury Inv (VUSTX) Fund

See what is happening with Vanguard Long-Term Treasury Inv Fund (VUSTX)

 

Vanguard Long-Term Treasury Inv Fund (VUSTX) Related ResourcesSee more information on Vanguard Long-Term Treasury Inv (VUSTX) Fund

Popular pages on Vanguard Long-Term Treasury Inv (VUSTX) Fund

  

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