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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: $12.64 on 10/24/2014, Change: +0.01 (0.08%)

 

Graph of Vanguard Long-Term Treasury Inv Fund (VUSTX) ManagerFund Manager - David R. Glocke

Fund Manager Information

Fund Manager Tenure: 13.4 years
Similar Funds: VUSUX 
Fund Family: Vanguard
Fund Category: Long Government
Fund Performance: Sep 29, 2014
Fundmojo Fund Grade: C (Score: 0.51)     (What does this score mean?)
Glocke is principal and portfolio manager with Vanguard Group. Glocke has been working for Vanguard since 1997. Glocke has worked in investment management since 1991.  Get more insights on David R. Glocke

 

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 Sep 29, 2014

  • Vanguard Long-Term Treasury Inv Fund (VUSTX) management has been with Vanguard Long-Term Treasury Inv Fund for 13.4 years
  • 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) is less volatile than its peers as it has a 3-year Standard Deviation of 10.4, lower than category average of 12.07
  • Vanguard Long-Term Treasury Inv Fund (VUSTX) has a lower expense ratio than its Long Government average: 0.20% vs 0.56%
  • 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 Sep 29, 2014

  • Vanguard Long-Term Treasury Inv Fund (VUSTX) has a less-than-ideal short-term performance (1-year return 11.35% vs 11.39% Long Government category median performance)
  • Vanguard Long-Term Treasury Inv Fund (VUSTX) has a less-than-ideal Long-term performance (5-year return 6.74% vs 7.33% Long Government category median performance)
  • Vanguard Long-Term Treasury Inv Fund (VUSTX) is less safe compared to its Long Government peers
  • 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 34.31%. 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 -5.54 is worse than category average of -3.75, and its 3-year Sharpe ratio is 0.21
See Vanguard Long-Term Treasury Inv Fund (VUSTX) performance details as of Sep 29, 2014

 

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 Inv15.4411.351.786.74

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 Barclays 10-20 Year Treasury Bd (TLH)9.36%6.48%1.81%
PIMCO 7-15 Year U.S. Treasury Index ETF (TENZ)5.96%3.73%1.45%
iShares Barclays 7-10 Year Treasury (IEF)5.91%3.59%1.45%
PIMCO 25+ Yr Zero Cpn U.S. Trsy Idx ETF (ZROZ)29.00%23.04%1.73%
Vanguard Extended Dur Trs Idx ETF (EDV)26.33%20.54%1.81%

 

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
09/2014$2.99B
08/2014$2.99B
07/2014$2.86B
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
06/20141.07%0%98.93%0%
03/20141.02%0%98.98%0%
12/20130.2%0%99.8%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

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%]

Mar 30, 2014
US Treasury Bond 3.875% [9.99%]
US Treasury Bond 2.75% [6.85%]
US Treasury Bond 3.5% [5.85%]
US Treasury Bond 5.375% [5.4%]
US Treasury Bond 5.25% [5.31%]
US Treasury Bond 4.375% [4.78%]
US Treasury Bond 3.125% [4.38%]
US Treasury Bond 2.875% [4.09%]

Dec 30, 2013
US Treasury Bond 3.875% [10.44%]
US Treasury Bond 2.75% [6.89%]
US Treasury Bond 3.5% [5.98%]
US Treasury Bond 5.375% [5.65%]
US Treasury Bond 5.25% [5.58%]
US Treasury Bond 4.375% [5.09%]
US Treasury Bond 3.125% [4.42%]
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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