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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: $12.61 on 7/31/2015, Change: +0.10 (0.8%)

 

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

Fund Manager Information

Fund Manager Tenure: 0.6 years
Similar Funds: VUSUX 
Fund Family: Vanguard
Fund Category: Long Government
Fund Performance: May 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 May 30, 2015

  • Vanguard Long-Term Treasury Inv Fund (VUSTX) has good short-term performance (1-year return 9.78% vs 8.99% Long Government category median performance)
  • Vanguard Long-Term Treasury Inv Fund (VUSTX) has good mid-term performance (3-year return 1.57% vs 1.50% 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 0.61%
  • 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, 2015

  • Vanguard Long-Term Treasury Inv Fund (VUSTX) management has been with Vanguard Long-Term Treasury Inv Fund for only 0.6 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 less-than-ideal Long-term performance (5-year return 7.68% vs 7.78% Long Government category median performance)
  • 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 29.82%. 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) does not have a good risk adjusted return as its 3-year Alpha of -5.43 is worse than category average of -4.9, and its 3-year Sharpe ratio is 0.19
  • Vanguard Long-Term Treasury Inv Fund (VUSTX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.85 that is higher than category average of 9.16
  • 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 May 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-1.419.781.577.68

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
SPDR Barclays Capital Long Term Treasury (TLO)-1.75%9.65%1.64%
Vanguard Long-Term Govt Bd Idx ETF (VGLT)-1.54%9.63%1.66%
iShares Barclays 10-20 Year Treasury Bd (TLH)1.20%6.93%1.62%
PowerShares 1-30 Laddered Treasury (PLW)-0.22%6.54%1.34%
iShares Barclays 7-10 Year Treasury (IEF)1.52%4.93%1.36%

 

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
05/2015$3.25B
04/2015$3.39B
03/2015$3.51B
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
03/20150.41%0%99.59%0%
12/20140.72%0%99.28%0%
09/20140.93%0%99.07%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, 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%]

Dec 30, 2014
US Treasury Bond 2.75% [5.87%]
US Treasury Bond 2.875% [5.73%]
US Treasury Bond 3.375% [5.51%]
US Treasury Bond 3.625% [5.41%]
US Treasury Bond 5.375% [4.73%]
US Treasury Bond 3.5% [4.15%]
US Treasury Bond 3.125% [4.05%]
US Treasury Bond 4.5% [3.65%]

Sep 29, 2014
US Treasury Bond 2.75% [6.5%]
US Treasury Bond 2.875% [6.28%]
US Treasury Bond 3.375% [6.11%]
US Treasury Bond 3.625% [6%]
US Treasury Bond 5.375% [5.52%]
US Treasury Bond 3.5% [5.47%]
US Treasury Bond 3.125% [4.25%]
US Treasury Bond 4.5% [4.04%]
US Treasury Bond 4.375% [3.14%]
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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