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ANBIX: AllianceBern Bond Inflation Strategy I (MUTUAL FUND)
Basic Info 11.83 0.02(0.17%) May 13
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 01/28/2010 |
| Last Dividend Date: | 12/09/2020 |
| 12-Mo. Yield | 2.23% |
| Expenses | 0.45% |
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Performance Analytics (As of 05/12/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.0 | 2.0 | 13.5 | 6.5 | 4.6 | 3.2 | 3.7 | 9.4 | 8.4 | -0.8 | 2.9 | 6.4 | -1.0 | 1.2 | -5.6 | 6.6 | 8.5 | 4.8 |
| SR | NA | 2.23 | 5.37 | 1.43 | 1.14 | 0.78 | 0.92 | 1.61 | 2.49 | -0.99 | 0.95 | 1.76 | -0.26 | 0.4 | -1.33 | 2.36 | 2.07 | 1.19 |
| DD(%) | NA | 1.4 | 1.4 | 11.6 | 11.6 | 11.6 | 11.6 | 11.6 | 1.3 | 2.3 | 1.5 | 3.0 | 4.4 | 3.9 | 8.3 | 1.1 | 3.1 | 3.8 |
| SD(%) | NA | 2.8 | 2.5 | 3.9 | 3.5 | 3.6 | 3.7 | 5.7 | 2.8 | 2.1 | 2.4 | 3.5 | 4.0 | 3.0 | 4.3 | 2.8 | 4.1 | 4.2 |
| TR | NA | 0.14 | 0.31 | 0.11 | 0.07 | 0.05 | 0.06 | 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 | 0.04 | 0.01 | 0.01 | 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 | 0.45 | 0.44 | 0.53 | 0.56 | 0.58 | 0.59 | 0.51 | 0.63 | 0.57 | 0.59 | 0.7 | 0.67 | 0.6 | 0.65 | 0.54 | 0.52 | 0.64 |
| RS | NA | 0.6 | 0.4 | 0.49 | 0.55 | 0.67 | 0.69 | 0.4 | 0.75 | 0.68 | 0.75 | 0.8 | 0.84 | 0.8 | 0.81 | 0.74 | 0.76 | 0.79 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/28/2010
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Inflation-Protected Bond Asset Class Trend Rankings |
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Best ETFs
- ITPS.L (ISHARES II PLC ISHARES $ TIPS U) (90%)
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- TDTT (FlexShares iBoxx 3Yr Target Dur TIPS ETF) 0.11% (54%)
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Best Closed End Funds
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