VIPIX vs. RITGX
Compare and contrast key facts about Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX) and American Funds American High-Income Trust® Class R-6 (RITGX).
VIPIX is managed by Vanguard. It was launched on Dec 12, 2003. RITGX is managed by American Funds. It was launched on Aug 4, 2008.
Performance
VIPIX vs. RITGX - Performance Comparison
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VIPIX vs. RITGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIPIX Vanguard Inflation-Protected Securities Fund Institutional Shares | 0.32% | 6.98% | 1.85% | 3.85% | -11.93% | 5.73% | 11.05% | 8.18% | -1.40% | 2.97% |
RITGX American Funds American High-Income Trust® Class R-6 | -1.08% | 8.69% | 9.91% | 12.54% | -10.10% | 8.74% | 7.44% | 12.28% | -1.46% | 7.70% |
Returns By Period
In the year-to-date period, VIPIX achieves a 0.32% return, which is significantly higher than RITGX's -1.08% return. Over the past 10 years, VIPIX has underperformed RITGX with an annualized return of 2.58%, while RITGX has yielded a comparatively higher 6.51% annualized return.
VIPIX
- 1D
- 0.64%
- 1M
- -1.37%
- YTD
- 0.32%
- 6M
- 0.46%
- 1Y
- 2.99%
- 3Y*
- 3.12%
- 5Y*
- 1.40%
- 10Y*
- 2.58%
RITGX
- 1D
- 0.00%
- 1M
- -2.41%
- YTD
- -1.08%
- 6M
- 0.29%
- 1Y
- 6.25%
- 3Y*
- 8.89%
- 5Y*
- 4.84%
- 10Y*
- 6.51%
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VIPIX vs. RITGX - Expense Ratio Comparison
VIPIX has a 0.07% expense ratio, which is lower than RITGX's 0.32% expense ratio.
Return for Risk
VIPIX vs. RITGX — Risk / Return Rank
VIPIX
RITGX
VIPIX vs. RITGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX) and American Funds American High-Income Trust® Class R-6 (RITGX). 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.
| VIPIX | RITGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.55 | -0.71 |
Sortino ratioReturn per unit of downside risk | 1.18 | 2.01 | -0.83 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.37 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 1.86 | -0.43 |
Martin ratioReturn relative to average drawdown | 4.28 | 7.98 | -3.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VIPIX | RITGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.55 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.98 | -0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 1.18 | -0.70 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 1.18 | -0.56 |
Correlation
The correlation between VIPIX and RITGX is 0.12, 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.
Dividends
VIPIX vs. RITGX - Dividend Comparison
VIPIX's dividend yield for the trailing twelve months is around 4.48%, less than RITGX's 6.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIPIX Vanguard Inflation-Protected Securities Fund Institutional Shares | 4.48% | 4.77% | 4.20% | 4.34% | 8.49% | 5.16% | 1.41% | 2.32% | 3.15% | 2.45% | 3.50% | 0.91% |
RITGX American Funds American High-Income Trust® Class R-6 | 6.25% | 6.63% | 6.66% | 6.80% | 4.50% | 4.65% | 6.19% | 6.56% | 6.68% | 6.36% | 5.36% | 7.29% |
Drawdowns
VIPIX vs. RITGX - Drawdown Comparison
The maximum VIPIX drawdown since its inception was -15.04%, smaller than the maximum RITGX drawdown of -21.20%. Use the drawdown chart below to compare losses from any high point for VIPIX and RITGX.
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Drawdown Indicators
| VIPIX | RITGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.04% | -21.20% | +6.16% |
Max Drawdown (1Y)Largest decline over 1 year | -2.82% | -3.38% | +0.56% |
Max Drawdown (5Y)Largest decline over 5 years | -14.33% | -13.75% | -0.58% |
Max Drawdown (10Y)Largest decline over 10 years | -14.33% | -21.20% | +6.87% |
Current DrawdownCurrent decline from peak | -1.37% | -2.41% | +1.04% |
Average DrawdownAverage peak-to-trough decline | -3.38% | -2.25% | -1.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 0.79% | +0.15% |
Volatility
VIPIX vs. RITGX - Volatility Comparison
Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX) has a higher volatility of 1.46% compared to American Funds American High-Income Trust® Class R-6 (RITGX) at 1.16%. This indicates that VIPIX's price experiences larger fluctuations and is considered to be riskier than RITGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIPIX | RITGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.46% | 1.16% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 2.39% | 2.31% | +0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.17% | 4.31% | -0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.03% | 4.99% | +1.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.38% | 5.51% | -0.13% |