Vanguard Long-Term Bond Index Fund Investor Shares

 (MUTF:VBLTX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-1.29%  
1 week
   
-0.21%  
4 week
   
-4.68%  
3 month   +4.49%
   
YTD   +1.45%
   
1 year   +14.35%
   
3 years*   +5.93%
   
5 years*   +9.56%
   
*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 Average High
5 years Above Average High
10 years     -     - -
Overall Above Average High

Key statistics

Total assets8.85B 
Front load-  
Deferred load-  
Expense ratio0.20%  
Management fee-  
Fund familyVanguard 

Asset allocation

Cash0.20%  
Stocks0.00%  
Bonds99.77%  
Preferred0.03%  
Other0.00%  

Purchase information

Initial$3,000  
Additional$100  
IRA Initial$3,000  
14.32-0.02(-0.14%)
Mar 5, 4:00PM EST 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* 0.85 -1.66 -2.60 -2.76
Beta* 2.89 3.05 2.97 2.70
Mean annual return 1.27 0.56 0.82 0.64
R-squared* 90.89 91.16 81.92 84.85
Standard deviation 9.21 9.37 9.22 9.71
Sharpe ratio 1.64 0.70 1.06 0.64
* Against standard index

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