Vanguard Long-Term Bond Index Fund Investor Shares

 (MUTF:VBLTX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.23%
   
1 week
   
-0.53%  
4 week   +2.36%
   
3 month   +5.34%
   
YTD   +8.42%
   
1 year
   
-3.25%  
3 years*   +8.97%
   
5 years*   +9.42%
   
*annualized
Best 3 month return+16.01%  
Worst 3 month return-9.88%  

Morningstar statistics

Morningstar category: Long-Term Bond
  Return Risk Rating
3 years Above Average High
5 years Average Above Average
10 years     -     - -
Overall Average Above Average

Key statistics

Total assets6.27B 
Front load-  
Deferred load-  
Expense ratio0.20%  
Management fee-  
Fund familyVanguard 

Asset allocation

Cash0.87%  
Stocks0.00%  
Bonds99.10%  
Preferred0.03%  
Other0.00%  

Purchase information

Initial$3,000  
Additional$100  
IRA Initial$3,000  
AIP Additional$50  
13.34+0.06(0.45%)
Apr 23, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to track the performance of a market-weighted bond index with a long-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Barclays U.S. Long Government/Credit Float Adjusted Index. This Index includes all medium and larger issues of U.S. government, investment-grade corporate, and investment-grade international dollar-denominated bonds that have maturities of greater than 10 years and are publicly issued. All of the fund's investments will be selected through the sampling process, and at least 80% of the fund's assets will be invested in bonds held in the index.
Fund filings (PDF) »
Asset managers:
Joshua Barrickman (Started: Feb 22, 2013)
Paul Malloy (Started: Feb 22, 2013)
Advisor Company:
Vanguard Group, Inc.
Fund family reports on Morningstar »
Vanguard, 100 Vanguard Boulevard, Malvern, PA 19355, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.56 -2.26 -3.76 -2.21
Beta* 2.82 3.05 2.74 2.59
Mean annual return -0.06 0.75 0.75 0.56
R-squared* 92.46 83.75 76.19 84.37
Standard deviation 10.33 9.49 8.84 9.62
Sharpe ratio -0.08 0.94 1.01 0.53
* Against standard index

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