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VTIPX: VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 24.01 0.05(0.21%) May 02
Asset Class: | Inflation-Protected Bond |
MyPlanIQ Rating: | (3%) |
Start Date: | 10/18/2012 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.73% |
Expenses | 0.04% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/18/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | 1.0 | 3.0 | 1.9 | 3.0 | 1.9 | 1.6 | 4.5 | -2.9 | 5.2 | 4.9 | 4.7 | 0.5 | 0.7 | 2.6 | -0.2 | -1.3 | -1.6 | 0.4 |
Sharpe Ratio | NA | -0.57 | -0.45 | -0.1 | 0.51 | 0.36 | 0.29 | 0.09 | -1.07 | 2.52 | 1.91 | 2.31 | -0.71 | 0.07 | 1.51 | -0.13 | -0.85 | -0.92 | 2.3 |
Draw Down(%) | NA | 0.7 | 1.6 | 5.4 | 5.4 | 5.4 | 5.4 | 1.6 | 5.4 | 1.1 | 4.0 | 0.6 | 0.9 | 0.9 | 1.1 | 1.6 | 3.1 | 3.1 | 0.2 |
Standard Deviation(%) | NA | 1.9 | 2.5 | 3.1 | 2.8 | 2.2 | 2.2 | 3.0 | 4.0 | 2.1 | 2.4 | 1.4 | 1.2 | 1.3 | 1.6 | 1.8 | 1.5 | 1.8 | 0.9 |
Treynor Ratio | NA | -0.03 | -0.03 | -0.01 | 0.04 | 0.02 | 0.02 | 0.01 | -0.1 | 0.15 | 0.17 | 0.1 | -0.03 | 0.0 | 0.08 | -0.01 | -0.05 | -0.07 | 0.17 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 |
Beta | NA | 0.35 | 0.37 | 0.4 | 0.36 | 0.34 | 0.33 | 0.4 | 0.42 | 0.34 | 0.27 | 0.33 | 0.3 | 0.31 | 0.31 | 0.26 | 0.28 | 0.25 | 0.12 |
RSquared | NA | 0.83 | 0.83 | 0.79 | 0.75 | 0.72 | 0.71 | 0.83 | 0.81 | 0.57 | 0.66 | 0.78 | 0.64 | 0.72 | 0.75 | 0.64 | 0.67 | 0.67 | 0.29 |
Yield(%) | N/A | 0.0 | 2.8 | 4.3 | 3.4 | 2.2 | N/A | 2.8 | 6.1 | 4.6 | 1.1 | 1.9 | 2.3 | 1.5 | 0.6 | 0.0 | 0.7 | 0.0 | 0.1 |
Dividend Growth(%) | N/A | -98.5 | -51.1 | 150.4 | 232.8 | N/A | N/A | -58.2 | 35.0 | 317.9 | -39.1 | -19.3 | 54.1 | 164.3 | N/A | -100.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/18/2012
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