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Upturn AI Summary
Vanguard Long-Term Bond Index Fund ETF Shares(BLV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BLV
10/14/2026: BLV (1-star) is currently NOT-A-BUY. Pass it for now.
Vanguard Long-Term Bond Index Fund ETF Shares (BLV) provides efficient, low-cost exposure to the long-term U.S. government and investment-grade corporate bond markets. By tracking a broad benchmark, it offers excellent diversification, making it a suitable core holding for fixed-income investors seeking yield. The fund's primary risk is its high sensitivity to interest rate changes, which can lead to price volatility, and it is most appropriate for those with a long-term horizon who are not attempting to trade short-term fluctuations. It serves as a reliable instrument for income generation and portfolio balancing against equities.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund is primarily for capital preservation and income rather than the aggressive capital appreciation sought by growth investors. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may use this fund during periods when long-term interest rates are trending downward. |
| Value investor | Mixed fit | Value investors may look at this for yield, but valuation is dictated by interest rates rather than company fundamentals. |
| Dividend/Income investor | Strong fit | The fund provides consistent interest income from a high-quality, long-duration bond portfolio. |
| Low-risk investor | Mixed fit | While the credit quality is high, the long duration creates significant interest-rate volatility for low-risk investors. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term income and diversification who can tolerate price volatility resulting from interest rate changes.
Suitability
Best for long-term investors looking to build a fixed-income core or those positioning for a decline in interest rates.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Long-term bonds are sensitive to interest rate changes, leading to greater price swings than short-term bonds. |
| Market risk | Medium / high | General market conditions and macroeconomic policy shifts heavily influence total returns. |
| Concentration | Low | The fund is well-diversified across hundreds of individual government and corporate bond issues. |
| Tracking/expense | Low | Vanguard's passive management ensures the fund closely tracks its benchmark at a very low cost. |
| Liquidity | Low | The fund holds highly liquid underlying securities, making it easy to trade. |
| Business/sector quality | Low | The fund focuses on investment-grade debt, minimizing default risk. |
Risk Analysis
Volatility
BLV experiences higher volatility than short-term bond funds due to its long duration profile.
Market Risk
Primary risks include interest rate risk and the credit risk associated with the underlying corporate bond holdings.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | U.S. Government Bonds (Treasuries) | 55 | These holdings provide high credit quality and act as the primary safety component of the portfolio. |
| Fixed-income type | Investment-Grade Corporate Bonds | 43 | Corporate bonds offer higher yields than Treasuries to compensate investors for taking on additional credit risk. |
| Cash/collateral | 2 | A small cash position is maintained to facilitate fund operations and liquidity management. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 0.72% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/14/2026 |
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