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| YTD Top Performer Funds 2011 |
The 10 YTD Top Performer Funds 2011 include:
- Vanguard Extended Duration Treasury Index Institutional
- PIMCO Extended Duration Institutional
- ProFunds US Government Plus Inv
- Rydex Govt Long Bond 1.2x Strategy Inv
- Wasatch-Hoisington US Treasury
- American Century Zero Coupon 2025 Inv
- Fidelity Spartan Long Term Treasury Bond Index Inv
- Direxion Monthly 10 Year Note Bull 2X
- Vanguard Long-Term Treasury Inv
- Vanguard Long-Term Government Bond Index Institutional
Updated on 11/22/2011
1. Vanguard Extended Duration Treasury Index Institutional (VEDTX)
This Vanguard Extended Duration Treasury Index fund seeks to track the performance of an index of extended-duration zero-coupon U.S. Treasury securities. The fund invests >80% of assets in U.S. Treasury securities held in the index. The fund is managed by Gregory Davis since 2007.
Latest Article: YTD Top Performer Mutual Funds May 2012
This Vanguard fund has a yield of 3.19%. The fund is rated with 1 star rating by Morningstar. The fund’s expense ratio is 0.11%. This index fund has returned 35.19% over the past 1 year, and 14.63% over the past 3 year. The minimum to invest in this fund is $5 million. You may be able to invest in your retirement account such as IRA (Roth & Traditional), and 401k.
2. PIMCO Extended Duration Institutional (PEDIX)
This PIMCO Extended Duration Institutional fund’s objective is to provide maximum total return consistent with prudent investment management. This PIMCO fund invest majority of assets (>65%) in a diversified portfolio of fixed income with various maturities.
Top 10 Best Government Bond Mutual Funds
This bond fund is rated with 3 stars by Morningstar. The fund’s yield is 2.78%. The fund’s manager is Stephen Rodosky. The expense ratio is 0.50%. The fund has returned 20.82% over the past 3 year and 13.80% over the past 5 year.
3. ProFunds US Government Plus Inv (GVPIX)
The ProFunds US Government Plus Inv fund is part of leveraged mutual fund. The fund tries to track the investment results that correspond to 1.25 of the mostly recently issued 30 year US Treasury bond. This bond fund is considered as non-diversified mutual fund.
Morningstar has rated this fund with 1 star rating. This ProFunds fund has a yield of 0.34%. The annual expense ratio is 1.37%. You can purchase this fund from 71 brokerages. The minimum initial investment is $15,000.
Disclosure: No Position
Fund Performance
| No | Name | Ticker | YTD Return % |
|---|---|---|---|
| 1 | Vanguard Extended Dur Treas Idx Instl | VEDTX | 55.37% |
| 2 | PIMCO Extended Duration Instl | PEDIX | 55.30% |
| 3 | ProFunds US Government Plus Inv | GVPIX | 43.81% |
| 4 | Rydex Govt Long Bond 1.2x Strategy Inv | RYGBX | 42.57% |
| 5 | Wasatch-Hoisington US Treasury | WHOSX | 40.16% |
| 6 | American Century Zero Coupon 2025 Inv | BTTRX | 29.64% |
| 7 | Fidelity Spartan L/T Tr Bd Idx Inv | FLBIX | 28.97% |
| 8 | Direxion Mthly 10 Year Note Bull 2X | DXKLX | 28.92% |
| 9 | Vanguard Long-Term Treasury Inv | VUSTX | 28.42% |
| 10 | Vanguard Long-Term Govt Bond Idx Instl | VLGIX | 28.36% |
| 11 | Dreyfus US Treasury Long-Term | DRGBX | 28.35% |
| 12 | T. Rowe Price US Treasury Long-Term | PRULX | 27.68% |
| 13 | PIMCO Long-Term US Government Instl | PGOVX | 27.23% |
| 14 | ProFunds UltraShort Japan Inv | UKPIX | 24.15% |
| 15 | Vanguard Long-Term Bond Index Inv | VBLTX | 21.12% |
| 16 | PIMCO Real Return Asset Instl | PRAIX | 20.90% |
| 17 | Eaton Vance Build America Bonds A | EBABX | 20.57% |
| 18 | ProFunds UltraShort Emerg Mkt Inv | UVPIX | 20.17% |
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