Find A Portfolio/Ticker
Comparison Box
VIPIX: VANGUARD INFLATION-PROTECTED SECURITIES FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 9.54 0(0.0%) October 11
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 12/17/2003 |
| Last Dividend Date: | 09/30/2024 |
| 12-Mo. Yield | 3.50% |
| Expenses | 0.10% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 10/10/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/18/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 4.1 | 8.9 | -1.0 | 2.3 | 2.3 | 3.1 | 3.5 | 3.5 | 3.9 | -11.9 | 5.7 | 11.0 | 8.2 | -1.4 | 3.0 | 4.6 | -1.7 | 4.1 | -8.8 | 6.9 | 13.4 | 6.3 | 11.0 | -2.8 | 11.7 | 0.6 | 2.8 | 8.3 | -1.9 |
| Sharpe Ratio | NA | -0.56 | 0.45 | -0.7 | -0.04 | 0.15 | NA | NA | 0.38 | -0.05 | -1.51 | 1.2 | 1.5 | 1.74 | -0.87 | 0.67 | 1.0 | -0.31 | 0.93 | -1.51 | 1.54 | 1.96 | 1.08 | 1.42 | -0.36 | 1.57 | -0.6 | 0.12 | 1.24 | -3.01 |
| Draw Down(%) | NA | 2.4 | 2.4 | 14.3 | 14.3 | 14.3 | NA | NA | 15.0 | 6.2 | 14.1 | 2.9 | 9.0 | 2.5 | 3.2 | 2.0 | 4.5 | 5.2 | 3.3 | 10.7 | 2.3 | 3.5 | 5.0 | 4.0 | 15.0 | 3.1 | 3.7 | 3.2 | 6.1 | 2.6 |
| Standard Deviation(%) | NA | 4.9 | 5.5 | 7.0 | 6.6 | 5.6 | NA | NA | 6.0 | 6.8 | 8.8 | 4.8 | 7.2 | 3.9 | 3.1 | 3.5 | 4.5 | 5.5 | 4.4 | 5.9 | 4.5 | 6.8 | 5.8 | 7.7 | 10.3 | 5.6 | 4.5 | 4.9 | 5.9 | 14.0 |
| Treynor Ratio | NA | -0.03 | 0.02 | -0.05 | 0.0 | 0.01 | NA | NA | 0.02 | 0.0 | -0.13 | 0.06 | 0.11 | 0.07 | -0.03 | 0.02 | 0.04 | -0.02 | 0.04 | -0.09 | 0.07 | 0.13 | 0.06 | 0.11 | -0.04 | 0.09 | -0.03 | 0.01 | 0.08 | -0.2 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.21 |
| Beta | NA | 1.01 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 0.99 | 0.99 | 1.0 | 1.0 | 1.01 | 0.98 | 0.99 | 0.96 | 0.99 | 0.99 | 0.98 | 1.0 | 0.98 | 0.99 | 0.99 | 0.99 | 1.0 | 0.98 | 0.98 | 0.98 | 0.97 | 2.16 |
| RSquared | NA | 0.97 | 0.98 | 0.99 | 0.98 | 0.97 | NA | NA | 0.98 | 0.98 | 0.99 | 0.89 | 0.99 | 0.96 | 0.94 | 0.95 | 0.97 | 0.98 | 0.97 | 0.98 | 0.98 | 0.99 | 0.98 | 0.99 | 0.99 | 0.98 | 0.97 | 0.97 | 0.98 | 0.64 |
| Yield(%) | N/A | 2.4 | 4.5 | 4.8 | 4.4 | 3.3 | 3.5 | 3.8 | N/A | 4.3 | 6.9 | 5.2 | 1.5 | 2.4 | 3.0 | 2.5 | 3.5 | 0.9 | 2.4 | 2.0 | 3.9 | 4.6 | 2.7 | 2.0 | 5.0 | 5.6 | 3.6 | 5.9 | 5.2 | 0.0 |
| Dividend Growth(%) | N/A | -44.4 | -12.2 | 85.1 | 78.6 | -6.3 | N/A | N/A | N/A | -49.2 | 33.9 | 267.2 | -33.3 | -22.4 | 23.0 | -29.7 | 287.2 | -62.7 | 10.0 | -48.3 | -7.9 | 78.1 | 45.9 | -63.1 | -6.0 | 52.3 | -41.4 | 17.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/18/2003
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Inflation-Protected Bond Asset Class Trend Rankings |
Top Rated Funds in Inflation-Protected Bond
Best Mutual Funds
- VIPSX (VANGUARD INFLATION-PROTECTED SECURITIES FUND INVESTOR SHARES) 0.0% (98%)
- BPLBX (BlackRock Infl Prot bd Port BlackRock Cl) 0.10% (96%)
- BPRIX (BlackRock Inflation Protected Bond Instl) 0.0% (96%)
- HIPYX (THE HARTFORD INFLATION PLUS FUND CLASS Y) 0.10% (95%)
- APISX (SHORT DURATION INFLATION PROTECTION BOND FUND R5 CLASS) 0.09% (94%)
- AIANX (INFLATION-ADJUSTED BOND FUND R5 CLASS) 0.09% (93%)
- ACITX (INFLATION-ADJUSTED BOND FUND INVESTOR CLASS) 0.09% (92%)
- VAIPX (VANGUARD INFLATION-PROTECTED SECURITIES FUND ADMIRAL SHARES) 0.04% (91%)
- VIPIX (VANGUARD INFLATION-PROTECTED SECURITIES FUND INSTITUTIONAL SHARES) 0.0% (90%)
- APOIX (SHORT DURATION INFLATION PROTECTION BOND FUND INVESTOR CLASS) 0.10% (89%)
Best ETFs
- TIP (iShares TIPS Bond ETF) 0.01% (97%)
- SCHP (Schwab U.S. TIPS ETF) 49.99% (41%)
- STPZ (PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund) 0.11% (38%)
- TIPZ (PIMCO Broad U.S. TIPS Index Exchange-Traded Fund) 0.0% (37%)
- TDTF (FlexShares iBoxx 5-Year Target Duration TIPS Index Fund) 0.04% (36%)
- TDTT (FlexShares iBoxx 3-Year Target Duration TIPS Index Fund) 0.0% (35%)
- VTIP (Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares) 0.06% (4%)
Best Closed End Funds
- WIW (Western Asset Claymore Inflation Linked Opportunities and Income Closed Fund) 0.0% (100%)
- WIA (Western Asset/Claymore Infl Linked Securities and Income Closed Fund) 0.60% (99%)
Latest Articles Related to VIPIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
