3 / 5 Stars
5 4 1 5 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 18 Long-Term Bond 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 -2.36 percent over the past year, 8.77 percent over the past three years, 8.72 percent over the past five years, and 6.66 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||4.7%|
|3 Years (Annualized)||8.8%|
|5 Years (Annualized)||8.7%|
|10 Years (Annualized)||6.7%|
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.
Fees are Low compared to funds in the same category.
Vanguard Long-Term Bond Fund has an expense ratio of 0.07 percent.
Risk is High compared to funds in the same category according to Morningstar.