3 / 5 Stars
5 5 1 5 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#13 in Long-Term Bond
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.
The fund has returned 9.74 percent over the past year, 12.52 percent over the past three years, 10.24 percent over the past five years, and 7.64 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||2.1%|
|3 Years (Annualized)||12.5%|
|5 Years (Annualized)||10.2%|
|10 Years (Annualized)||7.6%|
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 are Average compared to funds in the same category.
Vanguard Long-Term Bond Fund has an expense ratio of 0.20 percent.
Risk is Average compared to funds in the same category according to Morningstar.