Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX)

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Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX) is up 1.6% since the beginning of the year. VIPIX is currently trading at $10 per share. Investors who bought $1,000 worth of VIPIX shares 5 years ago would now be looking at an investment worth $1,060.

Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX) has returned 1.59% so far this year and 5.29% over the past 12 months. Over the last ten years, VIPIX has returned 2.67% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Dec 15, 2003, VIPIX's average daily return is +0.01%, while the average monthly return is +0.31%. At this rate, an investment would double in approximately 18.7 years.

Historically, 64% of months were positive and 36% were negative. The best month was Mar 2009 with a return of +6.1%, while the worst month was Oct 2008 at -8.9%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 4 months.

On a daily basis, VIPIX closed higher 46% of trading days. The best single day was Mar 20, 2020 with a return of +3.8%, while the worst single day was Mar 17, 2020 at -3.0%.

Vanguard Inflation-Protected Securities Fund Institutional Shares has an annualized alpha of 4.22%, beta of -0.04, and R2 of 0.02 versus S&P 500 Index. Calculated based on daily prices since December 16, 2003.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (13.33%) than losses (2.08%) - typical of diversified or defensive assets.
• Beta of -0.04 may look defensive, but with R2 of 0.02 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R2 of 0.02 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

VIPIX has an expense ratio of 0.07%, which is considered low.

VIPIX ranks 33 for risk / return — below 33% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX) and compare them to S&P 500 Index.

Vanguard Inflation-Protected Securities Fund Institutional Shares provided a 4.52% dividend yield over the last twelve months, with an annual payout of $0.43 per share.

The table displays the monthly dividend distributions for Vanguard Inflation-Protected Securities Fund Institutional Shares. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Vanguard Inflation-Protected Securities Fund Institutional Shares. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Vanguard Inflation-Protected Securities Fund Institutional Shares was 15.04%, occurring on Nov 24, 2008. Recovery took 226 trading sessions.

The current Vanguard Inflation-Protected Securities Fund Institutional Shares drawdown is 0.12%.

The chart below shows the rolling one-month volatility.