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VWESX VWETX PLRIX PLRPX Large Growth Basic Utilities Services Banks 
Benchmark SP 500  1,629   22.88  Index Moved Down -1.39% United States ...


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Vanguard quote and profile

 
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10.08
  
FUND
(0.09)  Macroaxis: -0.88 Down   0.88%  
Last 1 Month(s)
10.1410.68
Advice
 

Diversification Suggestion

Use Vanguard to protect against small markets fluctuations. The fund experiences moderate downward daily trend and can be a good diversifier
Analyze Vanguard LongTerm In Trend or Check current 30 days Vanguard correlation with market (S&P 500)
1 Month Beta -0.07  
Highest Price:  
Lowest Price:  		10.68  
10.14  		May 21 2013 
June 12 2013 
As returns on market increase, returns on owning Vanguard are expected to decrease at a much smaller rate. During bear market, Vanguard is likely to outperform the market.
Vanguard LongTerm InvestmentGrade Inv Almost negative betaVanguard LongTerm In Beta Legend
VWESX United States NASDAQ
Vanguard LongTerm InvestmentGrade Inv
Vanguard
Long-Term Bond
Benchmark S&P 500
Contact Number: 800. 662. 7447
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset13.58 B
 thisRed VWESX VWESX agains markets  0.88 % Macroaxis: 0.88 Moved Down  
 
 United States Russel   1.35 % Macroaxis: change 1.35 Moved Down  
 
 United States SP 500   1.39 % Macroaxis: change 1.39 Moved Down  
 
 United States NYSE   1.53 % Macroaxis: change 1.53 Moved Down  
 
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III Hill  Money Manager
Fund Manager since February 13, 2008
Hill, III, senior vice president and fixed income portfolio manager of Wellington Management, joined Wellington Management as an investment professional in 1993....
More...
    

Vanguard Price and Market Media

The median price of Vanguard for the period between Mon, May 20, 2013 and Wed, Jun 19, 2013 is 10.4 with a coefficient of variation of 1.62. The daily time series for the period is distributed with a sample standard deviation of 0.17, arithmetic mean of 10.38, and mean deviation of 0.14. The Fund did not receive any noticable media coverage during the period.
Vanguard         SP 500
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Vanguard Summary

Vanguard LongTerm InvestmentGrade Inv [VWESX] is traded in USA and was established in July 8, 1973. The fund is listed under Long-Term Bond category and is part of Vanguard family. This fund at this time has accumulated 13.58 B in net assets with minimum initial investment of 3 K. Vanguard LongTerm InvestmentGrade Inv is currently producing year-to-date (YTD) return of -0.37% with the current yeild of 4.58%, while the total return for the last 3 years was 15.25%.
Check Vanguard Probability Of Bankruptcy

Fund Instrument Allocation for Vanguard

The fund consists of 97.95% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.
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Past Market
Over 30
Days
0
Out Of
100
 
Chance of
Less
Than
1 %
 
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Vanguard Research Report

   
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Vanguard vs. VWETX

Correlation analysis and fundamentals comparison between Vanguard LongTerm In and Vanguard LongTerm In
Correlation
Fundamentals

Vanguard Asset Under Management

Vanguard LongTerm InvestmentGrade Inv is rated third in net asset among similar funds. Total Asset Under Management (AUM) of Long-Term Bond category is currently estimated at about 81.52 Billion. Vanguard retains roughly 13.58 Billion in net asset claiming about 17% of funds under Long-Term Bond category.
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Vanguard Fundamentals

Holdings Turnover vs Minimum Initial Investment
Cash Position Weight vs Ten Year Return
Holdings Turnover vs Bond Positions Weight
Five Year Return vs Ten Year Return

Vanguard vs Competition

Vanguard vs. Vanguard LongTerm InvestmentGrade Adm

Vanguard June 19 2013 Opportunity Range

Downside Deviation0.9141
Information Ratio(0.23)
Maximum Drawdown2.64
Value At Risk(1.16)
Potential Upside0.6731
 
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