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   +0.75%
   
4 week   +0.36%
   
3 month   +1.81%
   
YTD   +3.07%
   
1 year
   
-6.32%  
3 years*   +3.13%
   
5 years*   +5.05%
   
*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 assets26.15B 
Front load-  
Deferred load-  
Expense ratio0.20%  
Management fee-  
Fund familyVanguard 

Asset allocation

Cash0.90%  
Stocks0.00%  
Bonds99.10%  
Other0.00%  

Purchase information

Initial$3,000  
Additional$100  
IRA Initial$3,000  
13.33-0.04(-0.30%)
Apr 17, 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* -6.66 -2.84 -2.31 -1.36
Beta* 1.94 1.69 1.49 1.48
Mean annual return -0.57 0.29 0.39 0.37
R-squared* 93.84 73.46 61.41 60.44
Standard deviation 7.07 5.62 5.36 6.51
Sharpe ratio -0.97 0.60 0.86 0.43
* Against standard index

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