Vanguard Long-Term Bond Index Fund Investor Shares

 (MUTF:VBLTX)   Watch this mutual fund  
Find more results for MUTF:VBLTX

Performance

Trailing returns

1 day   +0.30%
   
1 week   +0.44%
   
4 week   +1.97%
   
3 month   +4.74%
   
YTD   +14.00%
   
1 year   +12.71%
   
3 years*   +8.50%
   
5 years*   +9.65%
   
*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 assets6.73B 
Front load-  
Deferred load-  
Expense ratio0.20%  
Management fee-  
Fund familyVanguard 

Asset allocation

Cash0.54%  
Stocks0.00%  
Bonds99.43%  
Preferred0.03%  
Other0.00%  

Purchase information

Initial$3,000  
Additional$100  
13.62-0.03(-0.22%)
Jul 31, 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* -0.37 -1.67 -3.52 -2.57
Beta* 2.45 3.09 2.73 2.64
Mean annual return 0.84 0.79 0.78 0.64
R-squared* 83.91 84.16 77.96 84.20
Standard deviation 6.40 9.32 8.80 9.45
Sharpe ratio 1.57 1.01 1.06 0.64
* Against standard index

Top 10 holdings