What is the Vanguard Investment Series PLC - US Government Bond Index Fund's FairHorizon classification?

Das Family Office classifies this fund as FairHorizon Blue, meaning it is suitable for investors with a 2–4 years investment horizon. conservative bond-heavy allocation

What is the total expense ratio (TER) of the Vanguard Investment Series PLC - US Government Bond Index Fund?

The Vanguard Investment Series PLC - US Government Bond Index Fund has a total expense ratio of 0.06% per annum. The maximum recommended portfolio share is 100%.

What is the ISIN of the Vanguard Investment Series PLC - US Government Bond Index Fund?

The ISIN of the Vanguard Investment Series PLC - US Government Bond Index Fund share class tracked by Das Family Office is IE00BFPM9Z33.

What are the historical returns of the Vanguard Investment Series PLC - US Government Bond Index Fund?

As of the most recent month-end, the Vanguard Investment Series PLC - US Government Bond Index Fund has delivered 3-year annualised total return of 2.69%, 5-year annualised total return of -0.30%, 10-year annualised total return of 1.00%. Past performance is not indicative of future results.

Is the Vanguard Investment Series PLC - US Government Bond Index Fund accumulating or distributing?

The tracked share class (INST PLUS USD ACC) is Accumulating — income is automatically reinvested into the fund.

FairHorizont Blau

B5-I

Vanguard Investment Series PLC - US Government Bond Index Fund

US-amerikanische Staatsanleihen verschiedener Laufzeiten. Passiver Tracker auf den Bloomberg US Government Float Adjusted Bond Index.

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Über den Fonds

Daten zum April 30th 2026

Die Vanguard Group ist eine US-amerikanische private Investmentgesellschaft, die 1975 von John Bogle gegründet wurde, und ist vor allem bekannt für ihre kostengünstigen, unkomplizierten Investmentfonds- und ETF-Lösungen. Sie verwaltet ein Vermögen von über 12 Bio. USD.

Der Vanguard US Government Bond Index Fund ist eine passive Indexlösung, die den Bloomberg US Government Float Adjusted Bond Index mittels repräsentativer Stichprobenmethode abbildet. Der Index umfasst festverzinsliche US-Staatsanleihen sowie Schuldverschreibungen von US-Agencies in USD mit Laufzeiten von mehr als einem Jahr. Der Fonds hält über 350 Titel, während der Index mehr als 580 Titel umfasst.

Wertentwicklung

Preisentwicklung – Maximaler Zeitraum

Das FairHorizont-Konzept

Anlagezeithorizont in Jahren

0 - 22 - 44 - 7 7 - 1010 - 1515+

Erwartete Langfristrendite: 2 - 4% p.a.
Erwartete Volatilität: 3 - 5% p.a.

Bausteinrenditen

Vanguard Investment Series PLC - US Government Bond Index Fund

Ann. Rendite (3 J.):: 2.69%
Ann. Rendite (5 J.):: -0.30%
Ann. Rendite (10 J.):: 1.00%
Ann. Standardabweichung (5 J.):: 5.57%

Dieser Fonds bietet ein passives Exposure im breiten Marktsegment der US-amerikanischen Staatsanleihen.

Benchmark-Renditen

SPDR Bloomberg U.S. Treasury Bond UCITS ETF

Ann. Rendite (3 J.):: 2.40%
Ann. Rendite (5 J.):: -0.35%
Ann. Rendite (10 J.):: 0.96%
Ann. Standardabweichung (5 J.):: 5.44%

Link zum Fonds-FairSheet

FairHorizont-Benchmark-Renditen

Dimensional Funds PLC - World Allocation 20/80 Fund

Ann. Rendite (3 J.):: 7.18%
Ann. Rendite (5 J.):: 3.55%
Ann. Rendite (10 J.):: —
Ann. Standardabweichung (5 J.):: 4.10%

Link zum Fonds-FairSheet

The Dimensional World Allocation 20/80 Fund is our FAIRHORIZON Blue reference benchmark solution that has 20% global developed equities and 80% global investment grade short-to-medium maturity bonds for global high quality bonds-like returns and volatility.

Warum wir diesen Fonds bevorzugen

Relevanz der Strategie

Dieser Fonds bietet ein passives Exposure im breiten Marktsegment der US-amerikanischen Staatsanleihen.

Historischer maximaler Drawdown & Erholungszeit

Max. Drawdown (seit Auflage): -18.74%
Erholungsperiode: — (noch im Drawdown)

Diversifizierung

Bonitätsrating

Aa93.75%
Others6.25%

Sektoren

Treasury99.00%
Government-Related1.00%

Geographie

U.S.A.99.98%
Others0.02%

Häufig gestellte Fragen

What is the Vanguard Investment Series PLC - US Government Bond Index Fund?: The Vanguard Investment Series PLC - US Government Bond Index Fund is a index-based fund in the US Government Bonds asset class, managed by Vanguard. US broad maturity government bonds. Passive tracker on Bloomberg US Government Float Adjusted Bond Index.
What is the Vanguard Investment Series PLC - US Government Bond Index Fund's FairHorizon classification?: Das Family Office classifies this fund as FairHorizon Blue, meaning it is suitable for investors with a 2–4 years investment horizon. conservative bond-heavy allocation
What is the total expense ratio (TER) of the Vanguard Investment Series PLC - US Government Bond Index Fund?: The Vanguard Investment Series PLC - US Government Bond Index Fund has a total expense ratio of 0.06% per annum. The maximum recommended portfolio share is 100%.
What is the ISIN of the Vanguard Investment Series PLC - US Government Bond Index Fund?: The ISIN of the Vanguard Investment Series PLC - US Government Bond Index Fund share class tracked by Das Family Office is IE00BFPM9Z33.
What are the historical returns of the Vanguard Investment Series PLC - US Government Bond Index Fund?: As of the most recent month-end, the Vanguard Investment Series PLC - US Government Bond Index Fund has delivered 3-year annualised total return of 2.69%, 5-year annualised total return of -0.30%, 10-year annualised total return of 1.00%. Past performance is not indicative of future results.
Is the Vanguard Investment Series PLC - US Government Bond Index Fund accumulating or distributing?: The tracked share class (INST PLUS USD ACC) is Accumulating — income is automatically reinvested into the fund.
When was the Vanguard Investment Series PLC - US Government Bond Index Fund launched?: The Vanguard Investment Series PLC - US Government Bond Index Fund was incepted on 2013-12-06.