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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: $12.04 on 12/5/2016, Change: -0.01 (-0.08%)

 

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

Fund Manager Information

Fund Manager Tenure: 1.9 years
Similar Funds: VUSUX 
Fund Family: Vanguard
Fund Category: Long Government
Fund Performance: May 30, 2016
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 May 30, 2016

  • Vanguard Long-Term Treasury Inv Fund (VUSTX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Vanguard Long-Term Treasury Inv Fund (VUSTX) has good short-term performance (1-year return 8.21% vs 7.28% Long Government category median performance)
  • Vanguard Long-Term Treasury Inv Fund (VUSTX) has good mid-term performance (3-year return 6.80% vs 6.24% Long Government category median performance)
  • Vanguard Long-Term Treasury Inv Fund (VUSTX) has good Long-term performance (5-year return 8.33% vs 7.94% Long Government category median performance)
  • Vanguard Long-Term Treasury Inv Fund (VUSTX) ratio of up-years vs down years is greater than 2
  • Asset base in Vanguard Long-Term Treasury Inv Fund (VUSTX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard Long-Term Treasury Inv Fund (VUSTX) has a lower expense ratio than its Long Government average: 0.20% vs 0.60%
  • 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 May 30, 2016

  • Vanguard Long-Term Treasury Inv Fund (VUSTX) management has been with Vanguard Long-Term Treasury Inv Fund for only 1.9 years, it is hard to judge manager's ability based on this fund's operation record
  • Vanguard Long-Term Treasury Inv Fund (VUSTX) has a Morningstar rating of 3 and below
  • Vanguard Long-Term Treasury Inv Fund (VUSTX) has an annual stock turnover rate of 117.00% that is higher than the Long Government average of 55.90%. 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 10.38 that is higher than category average of 9.41
See Vanguard Long-Term Treasury Inv Fund (VUSTX) performance details as of May 30, 2016

 

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 Inv8.368.216.808.33

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
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 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
05/2016$3.93B
03/2016$3.86B
02/2016$3.84B
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
03/20160.1%0%99.9%0%
12/20150.37%0%99.63%0%
09/20150.35%0%99.65%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

Mar 30, 2016
US Treasury Bond 3.625% [3.92%]
US Treasury Bond 3.75% [3.89%]
US Treasury Bond 2.875% [3.58%]
US Treasury Bond 3.125% [3.58%]
US Treasury Bond 3% [3.55%]
FNMA [3.49%]

Dec 30, 2015
FNMA [5.83%]
US Treasury Bond 3.625% [4.67%]
US Treasury Bond 3.75% [4.61%]
US Treasury Bond 3.125% [4.25%]
US Treasury Bond 2.875% [3.99%]
US Treasury Bond 3% [3.97%]
US Treasury Bond 3.375% [3.93%]
US Treasury Bond 2.5% [3.72%]

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%]
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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