VIPSX Mutual Fund

VIPSX Mutual Fund

NAV$11.28
See how much of VIPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.62%
3 Months
-0.05%
6 Months
-1.07%
YTD
+0.42%
1 Year
+0.03%
3 Years (annualized)
+4.72%
5 Years (annualized)
+0.12%
10 Years (annualized)
+2.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would VIPSX 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)
+0.42%
Peer Avg (YTD)
+1.93%
vs Peers
-1.51%

VIPSX Mutual Fund Performance

VIPSX performance across multiple time periods: 1-month 2.62%, YTD 0.42%, 1-year 0.03%, 3-year 4.72%, 5-year 0.12%, 10-year 2.23%.

VIPSX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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