Vanguard Long-Term Investment-Grade Fund Investor Shares (VWESX)

$7.83
D Fund
++ Sector
Fund TypeMutual Fund
Fund CategoryBonds
Fund BenchmarkBond - Multi Sector
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Vanguard Long-Term Investment-Grade Fund Investor Shares 14 -0.02 -3.69% -3.73% 0.22%
Bond - Multi Sector 5 -0.04 -1.75% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months -4.28% -2.05% -2.23%
Year-to-Date -3.69% -1.75% -1.94%
1 Year -2.13% -1.24% -0.88%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

14%

(high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 14% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.22%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$287

Real cost (fees + lost compounding)

$355

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
82%

Return in excess of styles
(over past year)
-1.39%