2 / 5 Stars
3 1 1 5 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#8 in Long Government
U.S. News evaluated 12 Long Government Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned -20.68 percent over the past year, 8.01 percent over the past three years, and 2.37 percent over the past five years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||-18.3%|
|3 Years (Annualized)||8.0%|
|5 Years (Annualized)||2.4%|
|10 Years (Annualized)||N/A|
The investment seeks track the performance of an index of extended-duration zero-coupon U.S. Treasury securities. The fund employs an indexing investment approach designed to track the performance of the Barclays U.S. Treasury STRIPS 20-30 Year Equal Par Bond Index. 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 U.S. Treasury securities held in the index. It maintains a dollar-weighted average maturity consistent with that of the index, which generally ranges between 20 and 30 years. It is expected to have a duration that is greater than 20 years.
Fees are Low compared to funds in the same category.
Vanguard Extended Duration Treasury Index Fund has an expense ratio of 0.10 percent.
Risk is High compared to funds in the same category according to Morningstar.