YTD Top Performer Mutual Funds Nov 2011

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The following is the list of the Year-To-Date top performer mutual funds of 2011. The list includes Vanguard Extended Duration Treasury Index Institutional, PIMCO Extended Duration Institutional, Wasatch-Hoisington US Treasury, and more. Most of these top performers are bond funds especially Treasury bond and long term government bond.
YTD Top Performer Funds 2011

The 10 YTD Top Performer Funds 2011 include:
  1. Vanguard Extended Duration Treasury Index Institutional
  2. PIMCO Extended Duration Institutional
  3. ProFunds US Government Plus Inv
  4. Rydex Govt Long Bond 1.2x Strategy Inv
  5. Wasatch-Hoisington US Treasury
  6. American Century Zero Coupon 2025 Inv
  7. Fidelity Spartan Long Term Treasury Bond Index Inv
  8. Direxion Monthly 10 Year Note Bull 2X
  9. Vanguard Long-Term Treasury Inv
  10. 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.

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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

NoNameTickerYTD Return %
1Vanguard Extended Dur Treas Idx InstlVEDTX55.37%
2PIMCO Extended Duration InstlPEDIX55.30%
3ProFunds US Government Plus InvGVPIX43.81%
4Rydex Govt Long Bond 1.2x Strategy InvRYGBX42.57%
5Wasatch-Hoisington US TreasuryWHOSX40.16%
6American Century Zero Coupon 2025 InvBTTRX29.64%
7Fidelity Spartan L/T Tr Bd Idx InvFLBIX28.97%
8Direxion Mthly 10 Year Note Bull 2XDXKLX28.92%
9Vanguard Long-Term Treasury InvVUSTX28.42%
10Vanguard Long-Term Govt Bond Idx InstlVLGIX28.36%
11Dreyfus US Treasury Long-TermDRGBX28.35%
12T. Rowe Price US Treasury Long-TermPRULX27.68%
13PIMCO Long-Term US Government InstlPGOVX27.23%
14ProFunds UltraShort Japan InvUKPIX24.15%
15Vanguard Long-Term Bond Index InvVBLTX21.12%
16PIMCO Real Return Asset InstlPRAIX20.90%
17Eaton Vance Build America Bonds AEBABX20.57%
18ProFunds UltraShort Emerg Mkt InvUVPIX20.17%

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