VIPSX Mutual Fund

VIPSX Mutual Fund

NAV$11.15
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Returns Overview

3 Months
-1.11%
6 Months
-1.31%
YTD
+0.47%
1 Year
+0.88%
3 Years (annualized)
+3.82%
5 Years (annualized)
+0.19%
10 Years (annualized)
+2.26%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+0.47%
Peer Avg (YTD)
+2.15%
vs Peers
-1.69%

VIPSX Mutual Fund Performance

VIPSX performance across multiple time periods: YTD 0.47%, 1-year 0.88%, 3-year 3.82%, 5-year 0.19%, 10-year 2.26%.

VIPSX returns trail the peer average of 2.15% 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.