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ACITX: INFLATION-ADJUSTED BOND FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 10.77 0.07(0.65%) October 04
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 02/27/1997 |
| Last Dividend Date: | 06/18/2024 |
| 12-Mo. Yield | 3.65% |
| Expenses | 0.76% |
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Performance Analytics (As of 10/04/2024)
| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/21/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | 4.0 | 10.0 | -1.4 | 1.9 | 2.1 | 2.7 | 3.2 | 4.1 | 3.2 | -12.4 | 6.4 | 10.3 | 7.9 | -1.2 | 3.1 | 4.7 | -2.1 | 2.7 | -9.1 | 6.7 | 13.0 | 5.5 | 10.6 | -1.0 | 10.9 | 0.1 | 2.5 | 6.1 | 4.9 | 14.4 | 7.6 | 11.9 | 1.7 | 3.5 | 2.0 |
| Sharpe Ratio | NA | -0.35 | 0.67 | -0.69 | -0.05 | 0.12 | NA | NA | 0.44 | -0.15 | -1.53 | 1.44 | 1.36 | 1.66 | -0.77 | 0.63 | 1.01 | -0.4 | 0.63 | -1.56 | 1.49 | 1.88 | 0.9 | 1.41 | -0.18 | 1.32 | -0.65 | 0.06 | 0.82 | 0.6 | 3.08 | 1.14 | 2.68 | -0.57 | 0.03 | -0.19 |
| Draw Down(%) | NA | 2.5 | 2.5 | 15.5 | 15.5 | 15.5 | NA | NA | 15.5 | 7.4 | 14.6 | 2.8 | 10.3 | 2.3 | 3.6 | 2.3 | 4.4 | 5.5 | 3.7 | 10.8 | 2.2 | 3.6 | 5.4 | 3.9 | 14.4 | 3.4 | 4.5 | 3.3 | 6.8 | 7.6 | 4.3 | 5.1 | 2.1 | 1.8 | 2.9 | 3.2 |
| Standard Deviation(%) | NA | 4.8 | 5.6 | 7.2 | 6.8 | 5.7 | NA | NA | 5.8 | 7.3 | 9.0 | 4.4 | 7.4 | 3.9 | 3.3 | 3.9 | 4.5 | 5.5 | 4.2 | 5.9 | 4.5 | 6.9 | 6.0 | 7.5 | 10.5 | 6.1 | 5.0 | 5.3 | 6.3 | 7.0 | 4.3 | 4.7 | 2.9 | 2.7 | 4.0 | 6.3 |
| Treynor Ratio | NA | -0.02 | 0.04 | -0.05 | 0.0 | 0.01 | NA | NA | 0.03 | -0.01 | -0.14 | 0.07 | 0.1 | 0.07 | -0.03 | 0.03 | 0.05 | -0.02 | 0.03 | -0.09 | 0.07 | 0.13 | 0.05 | 0.11 | -0.02 | 0.08 | -0.03 | 0.0 | 0.05 | 0.04 | 0.2 | 0.06 | 0.65 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 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 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.02 | 0.01 | 0.03 | NA | NA | NA |
| Beta | NA | 0.95 | 1.0 | 1.02 | 1.01 | 1.0 | NA | NA | 0.97 | 1.06 | 1.01 | 0.94 | 1.02 | 0.96 | 0.92 | 0.92 | 0.98 | 0.98 | 0.93 | 0.99 | 0.98 | 1.0 | 1.02 | 0.93 | 0.96 | 1.02 | 1.03 | 0.99 | 1.01 | 1.0 | 0.66 | 0.86 | 0.12 | NA | NA | NA |
| RSquared | NA | 0.92 | 0.94 | 0.96 | 0.96 | 0.94 | NA | NA | 0.85 | 0.98 | 0.97 | 0.92 | 0.97 | 0.93 | 0.73 | 0.7 | 0.95 | 0.97 | 0.94 | 0.97 | 0.96 | 0.98 | 0.97 | 0.92 | 0.89 | 0.89 | 0.86 | 0.84 | 0.93 | 0.97 | 0.64 | 0.72 | 0.01 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.3 | 3.7 | 4.3 | 3.7 | 2.9 | 3.2 | 3.5 | N/A | 4.4 | 6.0 | 4.5 | 1.3 | 2.6 | 4.1 | 2.2 | 2.1 | 0.9 | 1.9 | 3.4 | 3.2 | 4.9 | 2.8 | 1.7 | 5.2 | 4.4 | 3.6 | 5.5 | 3.0 | 2.2 | 5.1 | 5.1 | 6.9 | 5.9 | 4.6 | 4.3 |
| Dividend Growth(%) | N/A | -93.0 | -44.6 | 96.6 | 76.0 | -20.3 | N/A | N/A | N/A | -40.2 | 34.2 | 291.2 | -48.2 | -40.3 | 88.8 | 4.6 | 117.1 | -49.8 | -50.9 | 9.8 | -29.1 | 77.8 | 83.6 | -70.2 | 27.5 | 18.6 | -37.1 | 92.3 | 40.7 | -54.1 | 1.6 | -21.4 | 12.3 | 25.2 | 4.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/21/2000
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See Inflation-Protected Bond Asset Class Trend Rankings |
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