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ANBIX: AB BOND INFLATION STRATEGY CLASS I (MUTUAL FUND)
Basic Info 10.47 0.01(0.10%) July 07
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (29%) |
| Start Date: | 01/28/2010 |
| Last Dividend Date: | 05/07/2025 |
| 12-Mo. Yield | 3.81% |
| Expenses | 0.69% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/28/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 4.6 | 6.4 | 3.8 | 3.4 | 3.4 | 3.2 | 3.2 | 3.7 | 5.2 | -8.5 | 6.0 | 9.4 | 8.4 | -0.8 | 2.9 | 6.4 | -1.0 | 1.2 | -5.6 | 6.6 | 8.5 | 4.8 |
| Sharpe Ratio | NA | 1.6 | 0.89 | 0.03 | 0.28 | 0.48 | NA | 0.57 | -0.81 | 0.19 | -1.47 | 2.05 | 1.61 | 2.49 | -0.98 | 0.95 | 1.77 | -0.26 | 0.4 | -1.33 | 2.36 | 2.07 | 1.19 |
| Draw Down(%) | NA | 2.1 | 2.5 | 7.5 | 11.2 | 11.6 | NA | 11.6 | 2.5 | 3.8 | 10.8 | 2.0 | 11.6 | 1.3 | 2.3 | 1.5 | 3.0 | 4.4 | 3.9 | 8.3 | 1.1 | 3.1 | 3.8 |
| Standard Deviation(%) | NA | 3.8 | 3.4 | 4.8 | 4.5 | 4.1 | NA | 4.0 | 3.6 | 5.2 | 6.7 | 2.9 | 5.7 | 2.8 | 2.1 | 2.4 | 3.5 | 4.0 | 3.0 | 4.3 | 2.8 | 4.1 | 4.2 |
| Treynor Ratio | NA | 0.1 | 0.05 | 0.0 | 0.02 | 0.03 | NA | 0.04 | -0.04 | 0.01 | -0.14 | 0.12 | 0.18 | 0.11 | -0.04 | 0.04 | 0.09 | -0.02 | 0.02 | -0.09 | 0.12 | 0.16 | 0.08 |
| Alpha | NA | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 |
| Beta | NA | 0.58 | 0.59 | 0.7 | 0.67 | 0.64 | NA | 0.62 | 0.7 | 0.71 | 0.71 | 0.51 | 0.51 | 0.63 | 0.57 | 0.59 | 0.7 | 0.67 | 0.6 | 0.65 | 0.54 | 0.52 | 0.64 |
| RSquared | NA | 0.65 | 0.68 | 0.84 | 0.79 | 0.71 | NA | 0.74 | 0.8 | 0.86 | 0.85 | 0.62 | 0.4 | 0.75 | 0.68 | 0.75 | 0.8 | 0.84 | 0.8 | 0.81 | 0.74 | 0.76 | 0.79 |
| Yield(%) | N/A | 1.7 | 3.3 | 4.3 | 4.4 | 3.5 | 3.1 | N/A | 4.3 | 4.6 | 5.6 | 4.4 | 2.4 | 2.6 | 3.3 | 2.1 | 2.0 | 1.6 | 2.3 | 0.8 | 1.7 | 3.6 | 1.3 |
| Dividend Growth(%) | N/A | -61.1 | -30.0 | 2.8 | 95.7 | N/A | N/A | N/A | -5.6 | -29.1 | 27.7 | 98.1 | -1.5 | -24.4 | 58.5 | 10.0 | 22.6 | -32.5 | 158.5 | -48.4 | -51.5 | 186.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/28/2010
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