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VTSPX: VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 24.33 0.02(0.08%) January 13
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (4%) |
| Start Date: | 10/18/2012 |
| Last Dividend Date: | 09/30/2024 |
| 12-Mo. Yield | 1.65% |
| Expenses | 0.04% |
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Performance Analytics (As of 01/10/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/18/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 0.1 | 3.7 | 2.0 | 3.1 | 2.4 | 1.8 | 3.5 | 4.6 | -2.8 | 5.3 | 5.0 | 4.8 | 0.6 | 0.8 | 2.8 | -0.1 | -1.2 | -1.5 | 0.5 |
| Sharpe Ratio | NA | -0.96 | -1.26 | -0.68 | 0.22 | 0.36 | 0.23 | -1.48 | 0.12 | -1.04 | 2.52 | 1.97 | 2.31 | -0.64 | 0.15 | 1.61 | -0.08 | -0.77 | -0.87 | 2.58 |
| Draw Down(%) | NA | 0.1 | 1.6 | 5.4 | 5.4 | 5.4 | 5.4 | 1.6 | 1.6 | 5.4 | 1.1 | 4.0 | 0.6 | 0.8 | 0.9 | 1.1 | 1.6 | 3.0 | 3.1 | 0.2 |
| Standard Deviation(%) | NA | 1.5 | 2.1 | 3.1 | 2.8 | 2.3 | 2.2 | 2.1 | 3.0 | 4.0 | 2.1 | 2.4 | 1.5 | 1.1 | 1.4 | 1.6 | 1.8 | 1.5 | 1.8 | 0.9 |
| Treynor Ratio | NA | -0.03 | -0.07 | -0.05 | 0.02 | 0.02 | 0.01 | -0.08 | 0.01 | -0.1 | 0.15 | 0.17 | 0.1 | -0.02 | 0.01 | 0.08 | -0.01 | -0.04 | -0.06 | 0.18 |
| Alpha | NA | 0.01 | 0.0 | 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 | 0.45 | 0.38 | 0.41 | 0.37 | 0.35 | 0.33 | 0.38 | 0.4 | 0.42 | 0.35 | 0.27 | 0.34 | 0.3 | 0.32 | 0.31 | 0.26 | 0.28 | 0.25 | 0.13 |
| RSquared | NA | 0.5 | 0.77 | 0.82 | 0.75 | 0.73 | 0.71 | 0.77 | 0.83 | 0.83 | 0.56 | 0.65 | 0.78 | 0.65 | 0.71 | 0.73 | 0.64 | 0.68 | 0.64 | 0.34 |
| Yield(%) | N/A | 0.0 | 1.6 | 3.5 | 3.4 | 2.4 | N/A | 1.6 | 2.9 | 6.2 | 4.7 | 1.3 | 2.0 | 2.4 | 1.5 | 0.8 | 0.0 | 0.8 | 0.1 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | -42.4 | 33.7 | 154.5 | N/A | N/A | -42.4 | -57.5 | 32.7 | 290.7 | -36.0 | -18.5 | 59.0 | 88.4 | N/A | -100.0 | 1181.2 | -38.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/18/2012
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Inflation-Protected Bond Asset Class Trend Rankings |
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Best Closed End Funds
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