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FIPDX: FIDELITY INFLATION-PROTECTED BOND INDEX FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 8.93 0.03(0.34%) May 02
Asset Class: | Inflation-Protected Bond |
MyPlanIQ Rating: | (10%) |
Start Date: | 05/24/2012 |
Last Dividend Date: | 04/05/2024 |
12-Mo. Yield | 8.66% |
Expenses | 0.05% |
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Performance Analytics (As of 04/30/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/24/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | -0.9 | -0.7 | -1.4 | 2.2 | 1.9 | 1.4 | 3.8 | -12.1 | 5.9 | 10.9 | 8.3 | -1.4 | 3.0 | 4.8 | -1.7 | 3.7 | -9.1 | 3.5 |
Sharpe Ratio | NA | -1.56 | -0.89 | -0.54 | 0.07 | 0.15 | 0.08 | -0.07 | -1.52 | 1.31 | 1.49 | 1.78 | -0.86 | 0.65 | 1.04 | -0.32 | 0.86 | -1.55 | 1.26 |
Draw Down(%) | NA | 2.2 | 5.8 | 14.3 | 14.3 | 14.3 | 14.3 | 6.2 | 14.2 | 2.9 | 8.9 | 2.4 | 3.2 | 2.0 | 4.5 | 5.4 | 3.4 | 10.6 | 2.2 |
Standard Deviation(%) | NA | 4.8 | 5.8 | 6.9 | 6.5 | 5.5 | 5.5 | 6.7 | 8.9 | 4.5 | 7.1 | 3.9 | 3.1 | 3.6 | 4.5 | 5.5 | 4.3 | 5.9 | 4.6 |
Treynor Ratio | NA | -0.08 | -0.05 | -0.04 | 0.0 | 0.01 | 0.0 | -0.01 | -0.13 | 0.06 | 0.11 | 0.07 | -0.03 | 0.02 | 0.05 | -0.02 | 0.04 | -0.09 | 0.06 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.93 | 0.95 | 0.98 | 0.99 | 0.98 | 0.98 | 0.98 | 1.0 | 0.96 | 1.0 | 0.96 | 0.99 | 0.95 | 0.98 | 0.98 | 0.93 | 0.98 | 0.99 |
RSquared | NA | 0.95 | 0.97 | 0.97 | 0.97 | 0.96 | 0.96 | 0.98 | 0.98 | 0.92 | 0.98 | 0.93 | 0.91 | 0.9 | 0.96 | 0.97 | 0.91 | 0.97 | 0.89 |
Yield(%) | N/A | 0.1 | 3.4 | 5.0 | 3.9 | 2.6 | N/A | 3.4 | 7.2 | 4.8 | 1.1 | 1.7 | 1.8 | 1.1 | 1.5 | 0.4 | 1.1 | 0.6 | 0.5 |
Dividend Growth(%) | N/A | -96.8 | -60.0 | 266.7 | 236.8 | N/A | N/A | -61.3 | 50.9 | 381.8 | -31.2 | -11.1 | 63.6 | -21.4 | 250.0 | -60.0 | 66.7 | 20.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/24/2012
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