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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: $13.04 on 5/27/2016, 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: 1.4 years
Similar Funds: VUSUX 
Fund Family: Vanguard
Fund Category: Long Government
Fund Performance: Mar 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 Mar 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 2.57% vs 2.12% Long Government category median performance)
  • Vanguard Long-Term Treasury Inv Fund (VUSTX) has good mid-term performance (3-year return 5.84% vs 5.09% Long Government category median performance)
  • Vanguard Long-Term Treasury Inv Fund (VUSTX) has good Long-term performance (5-year return 9.47% vs 8.92% 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
  • 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 0.62%
  • 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 Mar 30, 2016

  • Vanguard Long-Term Treasury Inv Fund (VUSTX) management has been with Vanguard Long-Term Treasury Inv Fund for only 1.4 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 117.00% that is higher than the Long Government average of 47.57%. 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 11.26 that is higher than category average of 9.56
See Vanguard Long-Term Treasury Inv Fund (VUSTX) performance details as of Mar 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 Inv8.302.575.849.47

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 10-20 Year Treasury Bond (TLH)5.77%4.27%4.15%
iShares 7-10 Year Treasury Bond (IEF)4.80%3.69%2.86%
PowerShares 1-30 Laddered Treasury ETF (PLW)5.51%3.13%4.06%
Vanguard Long-Term Government Bond ETF (VGLT)8.18%2.83%5.97%
SPDR Barclays Long Term Treasury ETF (TLO)8.30%2.78%6.03%

 

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
03/2016$3.86B
02/2016$3.84B
01/2016$3.55B
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
12/20150.37%0%99.63%0%
09/20150.35%0%99.65%0%
06/20151.19%0%98.81%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

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%]

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%]
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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