| Scorecard |
|---|
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3 / 5 Stars
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|
Lipper
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Zacks Investment Research
2
(Buy)
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|
Standard & Poor's
3 / 5 Stars
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TheStreet.com
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U.S. News evaluated 30 Long-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned -0.61 percent over the past year, 10.04 percent over the past three years, 9.59 percent over the past five years, and 6.52 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | -3.2% |
| 1 Year | -0.6% |
| 3 Years (Annualized) | 10.0% |
| 5 Years (Annualized) | 9.6% |
| 10 Years (Annualized) | 6.5% |
Summary
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. It invests at least 80% of assets in bonds held in the index. The fund maintains a dollar-weighted average maturity consistent with that of the index, which generally ranges between 15 and 30 years.
Fees
Fees are Low compared to funds in the same category.
Vanguard Long-Term Bond Fund has an expense ratio of 0.05 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
