VIPIX vs. VBIAX
Compare and contrast key facts about Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX).
VIPIX is managed by Vanguard. It was launched on Dec 12, 2003. VBIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIPIX or VBIAX.
Key characteristics
| VIPIX | VBIAX | |
|---|---|---|
| YTD Return | 3.39% | 15.96% |
| 1Y Return | 7.59% | 24.24% |
| 3Y Return (Ann) | -2.05% | 2.60% |
| 5Y Return (Ann) | 2.34% | 7.88% |
| 10Y Return (Ann) | 2.23% | 7.77% |
| Sharpe Ratio | 1.30 | 2.63 |
| Sortino Ratio | 1.92 | 3.58 |
| Omega Ratio | 1.23 | 1.51 |
| Calmar Ratio | 0.52 | 1.75 |
| Martin Ratio | 6.10 | 16.29 |
| Ulcer Index | 1.09% | 1.42% |
| Daily Std Dev | 5.13% | 8.83% |
| Max Drawdown | -15.04% | -35.90% |
| Current Drawdown | -6.09% | 0.00% |
Correlation
The correlation between VIPIX and VBIAX is 0.00, 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
VIPIX vs. VBIAX - Performance Comparison
In the year-to-date period, VIPIX achieves a 3.39% return, which is significantly lower than VBIAX's 15.96% return. Over the past 10 years, VIPIX has underperformed VBIAX with an annualized return of 2.23%, while VBIAX has yielded a comparatively higher 7.77% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VIPIX vs. VBIAX - Expense Ratio Comparison
Both VIPIX and VBIAX have an expense ratio of 0.07%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VIPIX vs. VBIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX). 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.
Dividends
VIPIX vs. VBIAX - Dividend Comparison
VIPIX's dividend yield for the trailing twelve months is around 4.33%, more than VBIAX's 2.01% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIPIX Vanguard Inflation-Protected Securities Fund Institutional Shares | 4.33% | 4.34% | 8.49% | 5.16% | 1.41% | 2.32% | 3.16% | 2.45% | 3.50% | 0.91% | 2.39% | 2.21% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | 2.01% | 2.04% | 1.93% | 1.39% | 1.66% | 2.12% | 2.32% | 1.95% | 2.09% | 2.09% | 1.92% | 1.85% |
Drawdowns
VIPIX vs. VBIAX - Drawdown Comparison
The maximum VIPIX drawdown since its inception was -15.04%, smaller than the maximum VBIAX drawdown of -35.90%. Use the drawdown chart below to compare losses from any high point for VIPIX and VBIAX. For additional features, visit the drawdowns tool.
Volatility
VIPIX vs. VBIAX - Volatility Comparison
The current volatility for Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX) is 1.19%, while Vanguard Balanced Index Fund Admiral Shares (VBIAX) has a volatility of 2.47%. This indicates that VIPIX experiences smaller price fluctuations and is considered to be less risky than VBIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.