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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: $13.09 on 3/3/2015, Change: -0.05 (-0.38%)

 

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

Fund Manager Information

Fund Manager Tenure: 0.2 years
Similar Funds: VUSUX 
Fund Family: Vanguard
Fund Category: Long Government
Fund Performance: Jan 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 Jan 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 short-term performance (1-year return 28.47% vs 27.23% 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 0.67%
  • 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 Jan 30, 2015

  • Vanguard Long-Term Treasury Inv Fund (VUSTX) management has been with Vanguard Long-Term Treasury Inv Fund for only 0.2 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 10.99% vs 11.08% Long Government category median performance)
  • Vanguard Long-Term Treasury Inv Fund (VUSTX) has an annual stock turnover rate of 44.00% that is higher than the Long Government average of 27.24%. 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 11.44 that is higher than category average of 10.25
See Vanguard Long-Term Treasury Inv Fund (VUSTX) performance details as of Jan 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 Inv8.9728.477.0710.99

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
PIMCO 25+ Yr Zero Cpn U.S. Trsy Idx ETF (ZROZ)16.00%56.66%12.15%
Vanguard Extended Dur Trs Idx ETF (EDV)14.25%51.10%11.36%
iShares Barclays 20+ Year Treas Bond (TLT)9.82%31.50%7.63%
SPDR Barclays Capital Long Term Treasury (TLO)8.69%28.52%7.10%
PowerShares 1-30 Laddered Treasury (PLW)5.42%16.95%4.53%

 

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
01/2015$3.77B
12/2014$3.39B
11/2014$3.18B
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
12/20140.72%0%99.28%0%
09/20140.93%0%99.07%0%
06/20141.07%0%98.93%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, 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%]

Jun 29, 2014
US Treasury Bond 2.75% [6.78%]
US Treasury Bond 3.5% [6.78%]
US Treasury Bond 2.875% [6.5%]
US Treasury Bond 3.625% [6.11%]
US Treasury Bond 5.375% [5.71%]
US Treasury Bond 3.375% [4.91%]
US Treasury Bond 3.125% [4.33%]
US Treasury Bond 4.5% [4.1%]
US Treasury Bond 5.25% [3.77%]
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

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