VIPSX Mutual Fund

VIPSX Mutual Fund

NAV$11.57
See how much of VIPSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.78%
3 Months
-1.03%
6 Months
-1.51%
YTD
+0.38%
1 Year
+2.41%
3 Years (annualized)
+3.53%
5 Years (annualized)
+0.16%
10 Years (annualized)
+2.21%

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)
+0.38%
Peer Avg (YTD)
+0.12%
vs Peers
+0.26%

VIPSX Mutual Fund Performance

VIPSX performance across multiple time periods: 1-month -0.78%, YTD 0.38%, 1-year 2.41%, 3-year 3.53%, 5-year 0.16%, 10-year 2.21%.

VIPSX returns outperform the peer average of 0.12% 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.