WorksheetsInvesting in Treasury Funds
Total questions: 13
Worksheet time: 11mins
What is investing?
Putting your money under your mattress
Spending all your money on toys
Letting your money grow over time by buying things that could increase in value
Giving all your money to a friend
What is a stock market?
A place where groceries are sold.
A platform for the exchange of services.
A venue where stocks and bonds are traded.
A website for buying and selling cars.
What is a bond in financial terms?
A loan given in exchange for interest
A type of stock
A type of currency
A secret agent
What does this fund primarily invest in?
U.S. Treasury securities
An index of large-capitalization stocks
Corporate investment-grade bonds
An equal mix of stocks and bonds
What is a key risk of investing in this fund?
This fund invests in very speculative, small companies
You are guaranteed only a small amount of interest income each year
If interest rates increase, this fund could lose value
The fund tracks the S&P 500, which is a risky short-term investment
What are this fund’s total net assets?
$4.07 billion
$6.8 billion
$9.2 billion
$11.325 billion
Which benchmark is this fund tracking?
Vanguard Intermediate Term Treasury Fund Index
Bloomberg US 5-10 Year Treasury Index
Issuer Bonds Index
Vanguard Fixed Income Group Index
What is the level of risk of this investment?
High risk
Lowest risk
Low risk
Medium risk
This fund’s expense ratio is _______. You would pay _______ in fees on a balance of $10,000.
0.01%; $1
0.20%; $20
3.78%; $378
4.07%; $407
What is the minimum investment for this fund?
$3,000
$5,271
$10,000
There is no specified minimum investment
If you invested $10,000 in this fund in January 2014, how much would it be worth in December 2023?
$10,000
$10,407
$11,325
$11,496
What was this fund’s rate of annual return in 2023?
2.28%
4.07%
4.11%
217%
In the last 10 years shown, how many years did this fund have NEGATIVE returns?
8 years
5 years
2 years
0 years
