VIPIX Mutual Fund

VIPIX Mutual Fund

NAV$9.31
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Returns Overview

1 Month
-0.79%
3 Months
-1.00%
6 Months
-1.52%
YTD
+0.36%
1 Year
+2.46%
3 Years (annualized)
+3.15%
5 Years (annualized)
+0.00%
10 Years (annualized)
+2.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIPIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US Treasury Inflation Protected Securities (TIPS) Index(^BBUTIPSTR)
This Mutual Fund (YTD)
+0.36%
Peer Avg (YTD)
+0.12%
vs Peers
+0.24%

VIPIX Mutual Fund Performance

VIPIX performance across multiple time periods: 1-month -0.79%, YTD 0.36%, 1-year 2.46%, 3-year 3.15%, 5-year 0.00%, 10-year 2.30%.

VIPIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.07%, investors should weigh costs against performance when evaluating this mutual fund.

VIPIX vs another fund shows side-by-side returns. VIPIX alternatives are available in the Mutual Fund Screener.