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Vanguard Long-term Investment Grade Fund Investor Shrs: (MF: VWESX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$7.48 USD
-0.08 (-1.06%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.75 | 41 |
| 3 months | 1.00 | 90 |
| 6 months | 3.75 | 41 |
| 1 Year | 4.46 | 96 |
| 3 Year | 1.44 | 98 |
| 5 Year | -3.53 | 99 |
| 10 Year | 2.63 | 41 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 28.56 |
| Bear Market (10/07 - 2/09) | -4.98 |
| Bull Market (2/09 - 3/21) | 133.58 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 4.46 |
| 5 Year | -3.53 |
| 10 Year | 2.64 |
| Since Inception | 8.43 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.71 | 1.00 | NA | NA |
| 2024 | -1.65 | -1.82 | 8.18 | -6.93 |
| 2023 | 5.66 | -0.71 | -7.88 | 13.07 |
| 2022 | -10.70 | -12.06 | -8.89 | 3.97 |
| 2021 | -9.56 | 6.71 | -0.15 | 1.31 |
| 2020 | 2.03 | 8.31 | 1.20 | 3.15 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.75 | -2.79 | 9.27 | -25.62 | -2.36 | 15.37 | 20.41 | -5.95 | 11.88 | 7.91 | -2.18 |
| % Total Return Rel to Index | -0.26 | -4.06 | 3.74 | -12.60 | -0.81 | 7.87 | 11.68 | -5.96 | 8.33 | 5.25 | -2.75 |
| % Total Return Rel to Peer | 0.28 | -7.18 | 2.09 | -15.47 | -2.41 | 8.34 | 12.15 | -5.04 | 8.28 | 4.38 | -1.20 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 1.00 | 5.00 | 1.00 | 1.00 | 5.00 |
| % Dividends | 0.18 | 0.37 | 0.37 | 0.34 | 0.33 | 0.37 | 0.40 | 0.41 | 0.42 | 0.43 | 0.44 |
| % Yield | 2.38 | 4.81 | 4.45 | 4.24 | 2.91 | 2.92 | 3.46 | 4.11 | 3.72 | 4.08 | 4.24 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.24 | 0.44 | 0.14 | 0.03 | 0.16 | 0.19 | 0.17 |
| Expense Ratio | 0.21 | 0.21 | 0.21 | 0.22 | 0.22 | 0.22 | 0.22 | 0.22 | 0.22 | 0.21 | 0.22 |
* 1 = Top 20%, 5 = Bottom 20%