Vanguard Inflation-Protected Securities Fund Investor Shares

 (MUTF:VIPSX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.08%  
1 week
   
-0.75%  
4 week
   
-2.42%  
3 month
   
-1.48%  
YTD   +3.53%
   
1 year   +1.73%
   
3 years*   +0.60%
   
5 years*   +4.42%
   
*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 assets26.11B 
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  
13.37+0.05(0.38%)
Sep 23, 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* -2.85 -2.87 -1.55 -1.38
Beta* 1.54 1.73 1.54 1.48
Mean annual return 0.47 0.18 0.44 0.40
R-squared* 81.94 77.50 67.65 59.02
Standard deviation 4.07 5.17 5.28 6.28
Sharpe ratio 1.38 0.40 0.98 0.51
* Against standard index

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