Long-Term Bond Mutual Funds

Long-term bond funds invest in securities with maturities beyond ten years. Higher yields come with greater interest-rate sensitivity — prices move more sharply with rate changes. Suitable for investors with very long time horizons or those seeking maximum income.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
VBLAX (Vanguard Long-Term Bond Fund) NA NA NA NA NA NA NA
FLBAX (FIDELITY LONG-TERM TREASURY BOND INDEX FUND PREMIUM CLASS) NA -7.27% 0.31% 3.90% 4.86% NA NA
VWETX (VANGUARD LONG-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES) NA -5.23% 3.89% 5.52% 8.48% 6.17% NA
PLDTX (LOW DURATION FUND II INSTITUTIONAL) NA 0.07% 1.30% 0.93% 2.46% 2.65% 3.37%
PGLIX (LARGECAP GROWTH FUND INSTITUTIONAL CLASS) NA 2.75% 9.14% 9.66% 13.15% 8.25% NA
TPLIX (TIMOTHY LARGE/MIP-CAP GROWTH FUND TIMOTHY LARGE/MIP-CAP GROWTH FUND CLASS I) NA -1.22% 6.41% 6.81% NA NA NA
LGILX (LAUDUS U.S. LARGE CAP GROWTH FUND LAUDUS U.S. LARGE CAP GROWTH FUND) NA 10.64% 13.42% 12.90% 17.17% 11.17% 6.01%
Data as of 11/12/2018, Common starting date is 02/07/2019

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