Vanguard Long-Term Treasury Index Fund Institutional Shares (VLGIX)

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Vanguard Long-Term Treasury Index Fund Institutional Shares (VLGIX) returned 0.18% year-to-date (YTD) and 1.02% over the past 12 months. Over the past 10 years, VLGIX returned -0.32% annually, underperforming the S&P 500 benchmark at 10.85%.

The table below presents the monthly returns of VLGIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

The current rank of VLGIX is 12, meaning it’s performing worse than 88% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

The charts below present risk-adjusted performance metrics for Vanguard Long-Term Treasury Index Fund Institutional Shares (VLGIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Vanguard Long-Term Treasury Index Fund Institutional Shares Sharpe ratios as of May 31, 2025 (values are recalculated daily):

• 1-Year: 0.08
• 5-Year: -0.59
• 10-Year: -0.02
• All Time: 0.17

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Vanguard Long-Term Treasury Index Fund Institutional Shares compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Vanguard Long-Term Treasury Index Fund Institutional Shares provided a 4.46% dividend yield over the last twelve months, with an annual payout of $1.04 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for Vanguard Long-Term Treasury Index Fund Institutional Shares. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Vanguard Long-Term Treasury Index Fund Institutional Shares. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Vanguard Long-Term Treasury Index Fund Institutional Shares was 46.38%, occurring on Oct 19, 2023. The portfolio has not yet recovered.

The current Vanguard Long-Term Treasury Index Fund Institutional Shares drawdown is 39.83%.

The chart below shows the rolling one-month volatility.