VIPIX Mutual Fund

VIPIX Mutual Fund

NAV$8.94
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Returns Overview

1 Month
-2.70%
3 Months
-3.36%
6 Months
-2.56%
YTD
-2.14%
1 Year
-2.11%
3 Years (annualized)
+3.99%
5 Years (annualized)
+0.33%
10 Years (annualized)
+2.40%

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)
-2.14%
Peer Avg (YTD)
+0.50%
vs Peers
-2.64%

VIPIX Mutual Fund Performance

VIPIX performance across multiple time periods: 1-month -2.70%, YTD -2.14%, 1-year -2.11%, 3-year 3.99%, 5-year 0.33%, 10-year 2.40%.

VIPIX returns trail the peer average of 0.50% 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.