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Vanguard Inflation-Protected Secs

 (MUTF:VIPSX)   Watch this mutual fund
Find more results for VIPSX

Performance

Trailing returns

1 day   +0.00%  
1 week   +1.02%
   
4 week   +1.65%
   
3 month   +5.21%
   
YTD   +12.29%
   
1 year   +15.63%
   
3 years*   +6.39%
   
5 years*   +4.91%
   
*annualized
Best 3 month return+7.96%  
Worst 3 month return-12.21%  

Morningstar statistics

Morningstar category: Inflation-Protected Bond
  Return Risk Rating
3 years Average Average
5 years Above Average Average
10 years     -     - -
Overall Above Average Average

Key statistics

Total assets26.34B 
Front load-  
Deferred load-  
Expense ratio0.25%  
Management fee-  
Fund familyVanguard 

Asset allocation

Cash0.71%  
Stocks0.00%  
Bonds99.29%  
Other0.00%  

Purchase information

Initial$3,000  
Additional$100  
IRA Initial$3,000  
AIP Initial$3,000  
AIP Additional$50  
12.93 0.00 (0.00%)
Nov 20, 8:00PM EST Overall Morningstar RatingTM

Description

The investment seeks to provide inflation protection and income consistent with investment in inflation-indexed securities. The fund invests at least 80% of assets in inflation-indexed bonds issued by the U.S. government. It may invest in bonds of any maturity, though the fund typically maintains a dollar-weighted average maturity of 7 to 20 years.
Fund filings (PDF) »
Asset managers:
Kenneth Volpert (Started: Jun 29, 2000)
John Hollyer (Started: Jun 29, 2000)
Advisor Company:
The Vanguard Group, Inc.
Fund family reports on Morningstar »
PO Box 2600, V26, Valley Forge PA 19482, United States

Risk

  1 year 3 years 5 years 10 years  
Alpha* 4.57 -1.90 -1.16     -
Beta* 0.83 1.52 1.44     -
Mean annual return 1.29 0.50 0.40     -
R-squared* 21.78 59.22 54.39     -
Standard deviation 8.14 8.83 7.22     -
Sharpe ratio 1.88 0.40 0.24     -
* Against standard index

Top 10 holdings