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VUSTX: VANGUARD LONG-TERM TREASURY FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 8.15 0.03(0.37%) March 17
| Asset Class: | LONG GOVERNMENT |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 05/28/1986 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 3.26% |
| Expenses | 0.10% |
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Performance Analytics (As of 03/14/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/28/1986 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 3.3 | 1.9 | -8.5 | -9.4 | -1.6 | 1.9 | 2.8 | 5.6 | -6.4 | 3.3 | -29.6 | -7.3 | 9.1 | 14.1 | -1.9 | 8.6 | 1.2 | -1.5 | 25.3 | -13.0 | 3.5 | 29.3 | 8.6 | -12.0 | 22.6 | 9.3 | 1.8 | 6.7 | 7.2 | 2.7 | 16.7 | 4.4 | 19.8 | -8.6 | 13.1 | 14.0 | -1.2 | 30.2 | -7.0 | 16.8 | 7.8 | 17.4 | 5.8 | 17.9 | 9.2 | -3.2 | 7.2 |
| Sharpe Ratio | NA | 1.07 | -0.39 | -0.76 | -0.71 | -0.23 | NA | NA | 0.3 | -1.0 | -0.06 | -1.65 | -0.56 | 0.43 | 1.1 | -0.36 | 0.86 | 0.08 | -0.11 | 2.62 | -1.1 | 0.28 | 1.74 | 0.63 | -0.81 | 1.61 | 0.77 | -0.23 | 0.61 | 0.72 | 0.19 | 1.59 | 0.2 | 2.06 | -1.35 | 1.11 | 1.36 | -0.46 | 3.2 | -1.04 | 2.02 | 0.47 | 1.75 | 0.06 | 1.51 | 0.5 | -0.61 | 1.03 |
| Draw Down(%) | NA | 2.8 | 13.4 | 33.0 | 51.3 | 51.3 | NA | NA | 51.3 | 11.8 | 21.0 | 35.0 | 15.6 | 14.2 | 8.0 | 9.6 | 5.0 | 17.1 | 14.7 | 4.8 | 15.8 | 8.6 | 9.7 | 13.0 | 15.9 | 7.1 | 6.2 | 6.9 | 5.7 | 9.5 | 12.8 | 5.8 | 9.5 | 5.6 | 10.3 | 6.7 | 4.9 | 10.6 | 4.5 | 12.7 | 5.7 | 6.6 | 3.7 | 7.9 | 4.8 | 6.2 | 15.4 | 5.8 |
| Standard Deviation(%) | NA | 11.8 | 12.6 | 16.1 | 16.3 | 14.3 | NA | NA | 11.5 | 13.0 | 17.0 | 18.8 | 13.1 | 20.6 | 11.6 | 9.1 | 9.3 | 12.0 | 14.6 | 9.7 | 11.9 | 12.2 | 16.9 | 13.4 | 14.9 | 13.4 | 8.2 | 6.5 | 7.4 | 8.6 | 10.6 | 9.8 | 10.4 | 7.6 | 8.8 | 8.9 | 7.7 | 10.2 | 8.3 | 9.6 | 7.3 | 11.3 | 7.8 | 9.2 | 8.1 | 8.9 | 11.9 | 8.2 |
| Treynor Ratio | NA | 0.13 | -0.05 | -0.12 | -0.12 | -0.03 | NA | NA | 0.03 | -0.13 | -0.01 | -0.31 | -0.07 | 0.09 | 0.13 | -0.03 | 0.08 | 0.01 | -0.02 | 0.25 | -0.13 | 0.03 | 0.29 | 0.08 | -0.12 | 0.22 | 0.06 | -0.02 | 0.04 | 0.06 | 0.02 | 0.16 | 0.02 | 0.16 | -0.12 | 0.1 | 0.1 | -0.05 | 0.26 | -0.1 | 0.15 | 0.05 | 0.14 | 0.01 | 0.12 | 0.04 | -0.07 | 0.08 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 |
| Yield(%) | N/A | 0.0 | 3.3 | 2.4 | 1.8 | 2.7 | 4.2 | 4.6 | N/A | 3.7 | 3.3 | 2.1 | 1.7 | 2.1 | 3.1 | 2.7 | 2.8 | 5.0 | 5.1 | 5.2 | 3.8 | 5.4 | 8.2 | 7.0 | 6.9 | 5.3 | 5.6 | 5.2 | 6.2 | 5.8 | 6.1 | 6.9 | 5.5 | 6.5 | 6.5 | 5.9 | 6.5 | 6.2 | 10.0 | 7.5 | 8.8 | 13.7 | 7.8 | 7.8 | 8.6 | 8.5 | 7.6 | 4.6 |
| Dividend Growth(%) | N/A | -100.0 | -8.8 | -5.5 | -42.2 | -46.8 | -31.5 | N/A | N/A | 9.3 | 12.4 | 7.9 | -14.9 | -23.7 | 10.9 | 1.8 | -47.1 | -7.7 | 18.3 | 14.5 | -31.0 | -20.1 | 18.0 | -16.5 | 46.5 | -0.2 | 3.5 | -15.2 | 9.2 | -7.7 | -4.5 | 21.9 | -2.7 | -15.3 | 15.4 | -1.6 | -3.2 | -25.8 | 14.7 | -9.6 | -39.7 | 87.6 | -1.4 | -1.0 | 1.2 | -0.8 | 70.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/28/1986
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