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VFTAX vs. VAIPX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VFTAX and VAIPX is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

VFTAX vs. VAIPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) and Vanguard Inflation-Protected Securities Fund Admiral Shares (VAIPX). The values are adjusted to include any dividend payments, if applicable.

0.00%50.00%100.00%150.00%December2025FebruaryMarchAprilMay
130.86%
21.11%
VFTAX
VAIPX

Key characteristics

Sharpe Ratio

VFTAX:

0.54

VAIPX:

1.35

Sortino Ratio

VFTAX:

0.89

VAIPX:

1.89

Omega Ratio

VFTAX:

1.13

VAIPX:

1.24

Calmar Ratio

VFTAX:

0.56

VAIPX:

0.64

Martin Ratio

VFTAX:

2.09

VAIPX:

3.90

Ulcer Index

VFTAX:

5.38%

VAIPX:

1.62%

Daily Std Dev

VFTAX:

20.67%

VAIPX:

4.70%

Max Drawdown

VFTAX:

-34.20%

VAIPX:

-15.04%

Current Drawdown

VFTAX:

-9.26%

VAIPX:

-4.17%

Returns By Period

In the year-to-date period, VFTAX achieves a -5.19% return, which is significantly lower than VAIPX's 3.60% return.


VFTAX

YTD

-5.19%

1M

11.80%

6M

-4.86%

1Y

9.96%

5Y*

15.27%

10Y*

N/A

VAIPX

YTD

3.60%

1M

0.34%

6M

2.79%

1Y

6.24%

5Y*

1.62%

10Y*

2.25%

*Annualized

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VFTAX vs. VAIPX - Expense Ratio Comparison

VFTAX has a 0.14% expense ratio, which is higher than VAIPX's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Risk-Adjusted Performance

VFTAX vs. VAIPX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VFTAX
The Risk-Adjusted Performance Rank of VFTAX is 5454
Overall Rank
The Sharpe Ratio Rank of VFTAX is 5050
Sharpe Ratio Rank
The Sortino Ratio Rank of VFTAX is 5252
Sortino Ratio Rank
The Omega Ratio Rank of VFTAX is 5252
Omega Ratio Rank
The Calmar Ratio Rank of VFTAX is 6161
Calmar Ratio Rank
The Martin Ratio Rank of VFTAX is 5454
Martin Ratio Rank

VAIPX
The Risk-Adjusted Performance Rank of VAIPX is 7979
Overall Rank
The Sharpe Ratio Rank of VAIPX is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of VAIPX is 8484
Sortino Ratio Rank
The Omega Ratio Rank of VAIPX is 8383
Omega Ratio Rank
The Calmar Ratio Rank of VAIPX is 6868
Calmar Ratio Rank
The Martin Ratio Rank of VAIPX is 7878
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VFTAX vs. VAIPX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) and Vanguard Inflation-Protected Securities Fund Admiral Shares (VAIPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current VFTAX Sharpe Ratio is 0.54, which is lower than the VAIPX Sharpe Ratio of 1.35. The chart below compares the historical Sharpe Ratios of VFTAX and VAIPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.54
1.35
VFTAX
VAIPX

Dividends

VFTAX vs. VAIPX - Dividend Comparison

VFTAX's dividend yield for the trailing twelve months is around 1.08%, less than VAIPX's 4.16% yield.


TTM20242023202220212020201920182017201620152014
VFTAX
Vanguard FTSE Social Index Fund Admiral Shares
1.08%0.99%1.10%1.34%0.94%1.21%1.44%0.00%0.00%0.00%0.00%0.00%
VAIPX
Vanguard Inflation-Protected Securities Fund Admiral Shares
4.16%4.17%4.31%8.45%5.13%1.38%2.30%3.12%2.41%2.12%0.87%2.25%

Drawdowns

VFTAX vs. VAIPX - Drawdown Comparison

The maximum VFTAX drawdown since its inception was -34.20%, which is greater than VAIPX's maximum drawdown of -15.04%. Use the drawdown chart below to compare losses from any high point for VFTAX and VAIPX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-9.26%
-4.17%
VFTAX
VAIPX

Volatility

VFTAX vs. VAIPX - Volatility Comparison

Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) has a higher volatility of 12.08% compared to Vanguard Inflation-Protected Securities Fund Admiral Shares (VAIPX) at 1.89%. This indicates that VFTAX's price experiences larger fluctuations and is considered to be riskier than VAIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%December2025FebruaryMarchAprilMay
12.08%
1.89%
VFTAX
VAIPX