Bulletin
Investor Alert

Vanguard Long-Term Treasury Fund;Investor

NAS: VUSTX

GO
/zigman2/quotes/201786083/realtime

$

15.95

Change

+0.37 +2.37%

Mar 27, 2020

YTD return

22.17%

5 yr avg return

7.29%

Total net assets

1.07B

52 week low

52 week high

$11.90

$16.44

Yield

2.21%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.20%

12 b-1

0.02%

Turnover

122.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.02

Dividend freq.

Daily

Capital gain (2019)

0.04

Capital gain (YTD)

n/a

Risk Measures

Alpha

1.14

Beta

-0.35

Standard deviation

3.30

R. squared

0.17

Min. Investment

Standard (taxable)

3000

IRA

n/a

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
1d
5d
3m
6m
1y
3y
5y
/news/latest/company/us/vustx

MarketWatch News on VUSTX

  1. How low will the S&P 500 go? Buffett and Shiller know

    9:26 a.m. March 9, 2019

    - Brian Livingston

  2. How sports stars can avoid getting conned like Tim Duncan did

    9:47 a.m. April 5, 2017

    - Brett Arends

  3. The Real Alternative in Multi-Alts

    12:50 a.m. April 23, 2016

    - Barron's Online

  4. Be like Calpers: Dump your hedge funds

    6:00 a.m. Sept. 18, 2014

    - Brett Arends

  5. Why you should rebalance every quarter

    8:35 a.m. Feb. 19, 2014

    - Brett Arends

  6. Lazy Portfolio creators remain stock bulls

    10:29 a.m. June 24, 2013

    - Paul B. Farrell

  7. Lazy Portfolios at 10: A winning decade

    4:18 p.m. July 13, 2010

    - Paul B. Farrell

  8. Stocks losing the long run to bonds

    4:15 p.m. May 16, 2009

    - John Spence

  9. Eight 'Lazy Portfolios' to wrestle the now official bear market

    7:12 p.m. July 14, 2008

    - Paul B. Farrell

  10. Lazy Portfolios that can whip the coming 10 years of stagflation

    10:06 p.m. June 9, 2008

    - Paul B. Farrell

  11. Lazy Portfolio investors ride out rough quarter in relative calm

    1:22 p.m. April 8, 2008

    - Paul B. Farrell

  12. 'Lazy Portfolios' sparkle in '07, but new year brings adjustments

    4:54 p.m. Jan. 12, 2008

    - Paul B. Farrell

  13. 'Lazy portfolios' ride overseas allocations to juicy returns

    7:01 p.m. Oct. 8, 2007

    - Paul B. Farrell

  14. How to keep bond income flowing when yields are falling

    7:05 p.m. Sept. 20, 2007

    - Jonathan Burton

  15. Eight 'lazy portfolios' for a sure-to-be volatile fourth quarter

    7:40 p.m. Sept. 10, 2007

    - Paul B. Farrell

  16. 'Lazy portfolios' prove mettle in 2Q, set up well if stocks tank

    2:50 p.m. July 13, 2007

    - Paul B. Farrell

  17. Quarterly update: 'lazy portfolios' still whipping S&P 500

    12:25 p.m. April 11, 2007

    - Paul B. Farrell

  18. Five ways to make your investment portfolio safer

    1:55 p.m. March 10, 2007

    - Jonathan Burton

Lipper Leader

Total Return: 4 Consistent Return: 4 Preservation: 1 Tax Efficiency: 2 Expense: 5

YTD Lipper Ranking: Quintile 2 (40th percentile)

Lipper Ranking & Performance

Fund return Category Index
(Barclay US Agg)
% rank in category Quintile rank
YTD 22.17% 14.62% 3.76% 40% 2
1yr 33.66% 23.41% 11.68% 42% 3
3yr 13.27% 9.50% 5.01% 40% 2
5yr 7.29% 5.29% 3.58% 36% 2
10yr 8.88% 7.21% 3.93% 38% 2

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$37,557

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

General U.S. Treasury Funds

Fund family

VANGUARD FDS

Fund status

Open

Fund inception

May 19, 1986

Manager

Gemma Wright-Casparius

Investment Policy

The Fund seeks to provide a high and sustainable level of current income. The Fund invests at least 80% of its assets in U.S. Treasury securities, which include bills, bonds, and notes issued by the U.S. Treasury. The Fund is expected to maintain a dollar-weighted average maturity of 15 to 30 years.

Top Holdings

Company Symbol % of total net assets
GNMA and Other Mtg Backed n/a 4.8
Treasury Notes/Bonds n/a 99.11
/news/nonmarketwatch/company/us/vustx

Other News on VUSTX

  1. All Hands On Deck

    2:19 a.m. Today

    - Seeking Alpha

  2. Weekly Commentary: The Solvency Problem

    12:23 p.m. March 28, 2020

    - Seeking Alpha

  3. Zero-Bound: Sell, Hedge Or Hold On?

    9:13 a.m. March 27, 2020

    - Seeking Alpha

  4. Will Trillions Of Dollars In Stimulus Raise Inflation?

    6:38 a.m. March 27, 2020

    - Seeking Alpha

  5. Fed Trying To Inflate A 4th Bubble To Fix The Third

    3:24 a.m. March 27, 2020

    - Seeking Alpha

  6. Money Printer Go Brrr ... And No Inflation?

    9:57 a.m. March 26, 2020

    - Seeking Alpha

  7. Twist And Shout

    9:51 a.m. March 26, 2020

    - Seeking Alpha

  8. Coronavirus Pandemic: Difficult Tradeoffs

    9:36 a.m. March 26, 2020

    - Seeking Alpha

  9. COVID-19: Stress Testing

    9:22 a.m. March 26, 2020

    - Seeking Alpha

  10. The Coronavirus 'Sudden Stop' Needs Credit Support

    8:08 a.m. March 26, 2020

    - Seeking Alpha

  11. Fed Pledges To Do Whatever It Takes. But Will It Be Enough?

    7:40 a.m. March 26, 2020

    - Seeking Alpha

  12. The Health Toll Of Reckless Financial Policies

    6:10 a.m. March 26, 2020

    - Seeking Alpha

  13. Investors Will Emerge From 'Fog Of War' In Unfamiliar Terrain

    4:51 a.m. March 26, 2020

    - Seeking Alpha

  14. The Fed Goes Past All-In. Congress Drags Its Feet

    6:25 p.m. March 25, 2020

    - Seeking Alpha

  15. The Fed's 'Whatever It Takes' Moment

    7:55 a.m. March 25, 2020

    - Seeking Alpha

  16. Fed Bombshell

    7:34 a.m. March 25, 2020

    - Seeking Alpha

  17. Coping With The COVID-19 Economic Shock

    7:14 a.m. March 25, 2020

    - Seeking Alpha

  18. The Inflation Expectations Crash And What It Portends

    7:05 a.m. March 25, 2020

    - Seeking Alpha

  19. International Stock Markets, First Quarter, 2020

    1:48 a.m. March 25, 2020

    - Seeking Alpha

  20. Payments Panic And The Ending Of Fiat Currencies

    12:08 p.m. March 24, 2020

    - Seeking Alpha

  21. Loading more headlines...
Link to MarketWatch's Slice.