Vanguard Inflation-Protected Securities Fund Investor Shares

 (MUTF:VIPSX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.07%
   
1 week
   
-0.74%  
4 week   +1.05%
   
3 month   +0.00%  
YTD   +1.29%
   
1 year   +4.04%
   
3 years*   +0.71%
   
5 years*   +3.97%
   
*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 assets24.83B 
Front load-  
Deferred load-  
Expense ratio0.20%  
Management fee-  
Fund familyVanguard 

Asset allocation

Cash0.51%  
Stocks0.00%  
Bonds99.49%  
Other0.00%  

Purchase information

Initial$3,000  
Additional$100  
13.43+0.08(0.60%)
Jan 23, 4:00PM 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 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* -5.82 -4.40 -2.78 -1.94
Beta* 1.66 1.85 1.56 1.49
Mean annual return 0.32 0.04 0.34 0.36
R-squared* 76.60 85.44 65.38 59.26
Standard deviation 4.39 5.32 5.17 6.34
Sharpe ratio 0.87 0.08 0.76 0.44
* Against standard index

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