Guys, I currently own about 5% of my portfolio in VFITX (Vanguard's Interm-Term Treasury) bond fund in a Roth. I was thinking of exchanging it for VUSTX (Vanguard's Long-Term …
… before doing so In my VG brokerage account. Doing some Rebalancing again and Have some extra $ to move around, that came from VFITX , TGLMX/DLTNX & VBILX last yr.. For my Multi Bond Port Portion, consisting of FSICX, MWTRX & PIMIX (PONDX). Equal …
… VWINX.. for Starters.. I like VBIIX/VBILX myself.. -others might use a TIPS> VIPSX or just a Intermed. Treas., VFITX . -and TDF> VTINX is more Diversified and lags for the 1,3, & 5 yrs already..so that leaves It off the table..
… funds, PTTRX and VBMFX, along with intermediate treasuries VFITX , but these moderate underperformances were minor compared to ..... appears to be almost all overperformance. Year LSBDX PTTRX VFITX VBMFX FSICX JSTIX OSTIX 2011 3.76 4.16 9.79 7.56 4 …
… PRRIX) or Harbor Real Return (HARRX) Inflation-Protected 15 (15) Vang. GNMA (VFIIX) Vang. Interm. Tm. Treas. ( VFITX ) Intermed. Govt. 7.5 (12.5) Vang. state specific muni (see Note) Vang. Intermed. Term Tax-Ex. (VWITX) Intermed …
… fund, annualized return, SD, Sharp ratio, maximum loss VFITX , 10%, 6.2%, 1.41, 15.9% PTTRX, 10.1%, 6 ..... MWTRX(metropolitan west total return) are higher than VFITX (vanguard intermediate treasury) as shown in this chart …
… sector bond) PTTRX (conservative bonds) VFITX (intermediate T-bonds) The total return ..... 15.2% LSBDX: 9.4% PTTRX: 4.1% VFITX :3.1% Average return: 9.0%. That ..... two conservative bond funds (PTTRX and VFITX ) and make it a "Four Fund Portfolio …
… more people recommend an intermediate treasury fund like a VFITX instead of a long term fund like VUSTX. VUSTX appears to be more volatile but also more out of sync with equites than VFITX . Is there anything I am missing with the long term treasuries …
… apys and looking at How they did in The worse Bear since 00-02 and in 99'.. for 08' I've only looked at : VBIIX VBLTX VFITX VUSTX VBMFX VFICX VFIIX Am I wrong? and It appears just maintaining a 33% allocation into Treas, Mortge. and Corps is a …
… after tax 45% roth 40% traditional) vfitx 54k traditional vbmfx 6k traditional vfiix ..... tax I am thinking of taking 100% of the vfitx and switching to vwinx, Wellington ..... quicker on it's feet than an index like vfitx in a rising interest rate environment …