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Vanguard Inflation-Protected Secs Inv (VIPSX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Inflation-Protected Secs Inv (VIPSX) Fund

    Last Trade: $13.17 on 5/26/2017, Change: +0.02 (0.15%)

 

Graph of Vanguard Inflation-Protected Secs Inv Fund (VIPSX) ManagerFund Manager - Gemma Wright-Casparius

Fund Manager Information

Fund Manager Tenure: 5.8 years
Similar Funds: VIPIX 
Fund Family: Vanguard
Fund Category: Inflation-Protected Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)
Honorable Mentioning: Money Magazine (2011),

 

Graph of Vanguard Inflation-Protected Secs Inv Fund (VIPSX) ProfileVanguard Inflation-Protected Secs Inv Fund (VIPSX) Profile

Fund Profile and Description

Vanguard Inflation-Protected Secs Inv Fund seeks to provide inflation protection and income consistent with investment in inflation-indexed securities. Vanguard Inflation-Protected Secs Inv Fund invests at least 80% of assets in inflation-indexed bonds issued by the U.S. government. It may invest in bonds of any maturity, though the fund typically maintains a dollar-weighted average maturity of 7 to 20 years.

 

Vanguard Inflation-Protected Secs Inv (VIPSX) Fund Strength What we like about Vanguard Inflation-Protected Secs Inv (VIPSX) Fund

Data for Vanguard Inflation-Protected Secs Inv Fund (VIPSX) as of May 30, 2016

  • Vanguard Inflation-Protected Secs Inv Fund (VIPSX) management has been with Vanguard Inflation-Protected Secs Inv Fund for 5.8 years
  • Vanguard Inflation-Protected Secs Inv Fund (VIPSX) has good short-term performance (1-year return 1.28% vs 0.22% Inflation-Protected Bond category median performance)
  • Vanguard Inflation-Protected Secs Inv Fund (VIPSX) has good mid-term performance (3-year return 0.16% vs -0.36% Inflation-Protected Bond category median performance)
  • Vanguard Inflation-Protected Secs Inv Fund (VIPSX) has good Long-term performance (5-year return 2.22% vs 1.42% Inflation-Protected Bond category median performance)
  • Vanguard Inflation-Protected Secs Inv Fund (VIPSX) ratio of up-years vs down years is greater than 2
  • Vanguard Inflation-Protected Secs Inv Fund (VIPSX) has a Morningstar rating of 4 and above
  • Asset base in Vanguard Inflation-Protected Secs Inv Fund (VIPSX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard Inflation-Protected Secs Inv Fund (VIPSX) has an annual stock turnover rate of 43.00% vs Inflation-Protected Bond average of 83.47%. It is good that Vanguard Inflation-Protected Secs Inv management does not trade extensively for its return.
  • Vanguard Inflation-Protected Secs Inv Fund (VIPSX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.86, lower than category average of 5
  • Vanguard Inflation-Protected Secs Inv Fund (VIPSX) has a lower expense ratio than its Inflation-Protected Bond average: 0.20% vs 0.76%
  • Vanguard Inflation-Protected Secs Inv Fund (VIPSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Inflation-Protected Secs Inv Fund (VIPSX) Weakness What we are cautious about Vanguard Inflation-Protected Secs Inv (VIPSX) Fund

Data for Vanguard Inflation-Protected Secs Inv Fund (VIPSX) as of May 30, 2016

  • Vanguard Inflation-Protected Secs Inv Fund (VIPSX) is less safe compared to its Inflation-Protected Bond peers
See Vanguard Inflation-Protected Secs Inv Fund (VIPSX) performance details as of May 30, 2016

 

What do you think?

 

Compare Vanguard Inflation-Protected Secs Inv Fund (VIPSX)Compare with other top Inflation-Protected Bond category mutual funds

Aadditional top Inflation-Protected Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Inflation-Protected Secs Inv4.051.280.162.22
American Indep US Infl-Idx I (FFIHX)4.000.880.092.19Compare
BlackRock Inflation Prted Bd BlackRock (BPLBX)3.550.02-0.181.98Compare
Nuveen Inflation Protected Securities I (FYIPX)3.900.450.282.31Compare

See top fund managers for Inflation-Protected Bond Category Funds

 

Compare Vanguard Inflation-Protected Secs Inv Fund (VIPSX)Compare with Inflation-Protected Bond category ETFs

Some Inflation-Protected Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
PIMCO 15+ Year US TIPS ETF (LTPZ)8.33%1.74%1.48%
Schwab US TIPS ETF (SCHP)3.93%1.23%0.20%
SPDR Barclays TIPS ETF (IPE)4.16%1.12%0.18%
FlexShares iBoxx 3Yr Target Dur TIPS ETF (TDTT)2.15%0.53%-0.28%
iShares 0-5 Year TIPS Bond (STIP)000

 

Graph of Vanguard Inflation-Protected Secs Inv Fund (VIPSX) Net Asset TrackingVanguard Inflation-Protected Secs Inv (VIPSX) Fund Net Asset

Track net asset change of Vanguard Inflation-Protected Secs Inv fund (VIPSX)

DateNet Asset
05/2016$23.79B
03/2016$23.65B
02/2016$23.16B
More historic net asset information on Vanguard Inflation-Protected Secs Inv Fund (VIPSX)

  

Graph of Vanguard Inflation-Protected Secs Inv Fund (VIPSX) Portfolio TrackingVanguard Inflation-Protected Secs Inv (VIPSX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Inflation-Protected Secs Inv fund (VIPSX)

DateCashStockBondOther
03/20160.1%0%99.9%0%
12/20150%0%100%0%
09/20151.15%0%98.85%0%
Click here to see more historic asset allocation information on Vanguard Inflation-Protected Secs Inv Fund (VIPSX)

 

graph of Vanguard Inflation-Protected Secs Inv Fund (VIPSX) Top 10 Position TrackingTop 10 Holdings in Vanguard Inflation-Protected Secs Inv (VIPSX) Fund

Discover what Vanguard Inflation-Protected Secs Inv Fund (VIPSX) manager is buying

Mar 30, 2016
US Treasury Note [3.89%]

Dec 30, 2015
US Treasury Note [5.11%]
US Treasury TIP [4.13%]
US Treasury TIP 0.125% [4.05%]

Sep 29, 2015
US Treasury TIP [4.2%]
US Treasury TIP 0.125% [4.08%]
US Treasury Note [4.01%]
Click here for Stock Holding Change Map in Vanguard Inflation-Protected Secs Inv Fund (VIPSX)

  

Latest News on Vanguard Inflation-Protected Secs Inv (VIPSX) Fund

See what is happening with Vanguard Inflation-Protected Secs Inv Fund (VIPSX)

 

Vanguard Inflation-Protected Secs Inv Fund (VIPSX) Related ResourcesSee more information on Vanguard Inflation-Protected Secs Inv (VIPSX) Fund

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