Vanguard Inflation-Protected Securities Fund Investor Shares

 (MUTF:VIPSX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.22%
   
1 week
   
-0.36%  
4 week
   
-0.07%  
3 month   +1.50%
   
YTD   +6.17%
   
1 year   +6.47%
   
3 years*   +1.43%
   
5 years*   +5.20%
   
*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 Above Average Above Average
5 years Above Average Above Average
10 years Above Average Above Average
Overall Above Average Above Average

Key statistics

Total assets26.28B 
Front load-  
Deferred load-  
Expense ratio0.20%  
Management fee-  
Fund familyVanguard 

Asset allocation

Cash1.16%  
Stocks0.00%  
Bonds98.84%  
Other0.00%  

Purchase information

Initial$3,000  
Additional$100  
13.66+0.03(0.22%)
Aug 21, 4:00PM EDT 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 its assets in inflation-indexed bonds issued by the U.S. government, its agencies and instrumentalities, and corporations. It may invest in bonds of any maturity; however, its dollar-weighted average maturity is expected to be in the range of 7 to 20 years. At a minimum, all bonds purchased by the fund will be rated investment-grade or, if unrated, will be considered by the advisor to be investment-grade.
Fund filings (PDF) »
Asset manager:
Gemma Wright-Casparius (Started: Aug 19, 2011)
Advisor Company:
Vanguard Group, Inc.
Fund family reports on Morningstar »
Vanguard, 100 Vanguard Boulevard, Malvern, PA 19355, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -3.49 -2.86 -1.47 -1.30
Beta* 1.78 1.69 1.56 1.48
Mean annual return 0.29 0.19 0.45 0.42
R-squared* 89.80 76.75 68.46 59.76
Standard deviation 4.62 5.18 5.29 6.32
Sharpe ratio 0.74 0.42 1.00 0.54
* Against standard index

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