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APISX: American Century Inflation Prot Bd Instl (MUTUAL FUND)
Basic Info 10.22 0.02(0.20%) December 08
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 05/31/2005 |
| Last Dividend Date: | 06/20/2023 |
| 12-Mo. Yield | 5.58% |
| Expenses | 0.01% |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.4 | 2.7 | 2.3 | 2.0 | 3.4 | 2.0 | 3.3 | 3.1 | -3.7 | 6.5 | 5.2 | 4.9 | 2.2 | 0.9 | 3.6 | -0.3 | -1.5 | -2.1 | 3.5 | 9.1 | 5.8 | 11.6 | -1.1 | 11.5 | 0.4 | -1.1 |
| SR | NA | -0.37 | -0.52 | 0.04 | 0.57 | 0.39 | NA | 0.46 | -1.06 | 2.72 | 1.49 | 1.99 | 0.36 | 0.18 | 1.62 | -0.14 | -0.99 | -1.01 | 2.03 | 2.09 | 0.96 | 1.52 | -0.2 | 1.42 | -0.64 | -0.83 |
| DD(%) | NA | 2.6 | 2.6 | 6.4 | 6.4 | 6.4 | NA | 14.3 | 6.4 | 1.5 | 5.6 | 0.7 | 1.2 | 1.0 | 1.2 | 2.3 | 3.2 | 3.9 | 1.1 | 2.5 | 5.4 | 4.1 | 14.3 | 3.5 | 3.7 | 4.1 |
| SD(%) | NA | 3.8 | 3.7 | 3.8 | 3.5 | 2.8 | NA | 4.5 | 4.8 | 2.4 | 3.3 | 1.8 | 2.4 | 1.6 | 2.1 | 2.2 | 1.5 | 2.1 | 1.7 | 4.4 | 5.9 | 7.6 | 10.3 | 6.0 | 4.6 | 5.1 |
| TR | NA | -0.03 | -0.04 | 0.0 | 0.04 | 0.03 | NA | 0.03 | -0.1 | 0.17 | 0.14 | 0.09 | 0.02 | 0.01 | 0.09 | -0.01 | -0.06 | -0.08 | 0.18 | 0.19 | 0.06 | 0.12 | -0.02 | 0.08 | -0.03 | -0.04 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | NA | 0.0 | 0.01 | 0.02 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 0.51 | 0.5 | 0.48 | 0.44 | 0.4 | NA | 0.62 | 0.49 | 0.38 | 0.37 | 0.38 | 0.35 | 0.36 | 0.38 | 0.3 | 0.25 | 0.27 | 0.2 | 0.47 | 1.0 | 0.95 | 0.93 | 1.01 | 0.98 | 0.94 |
| RS | NA | 0.8 | 0.79 | 0.75 | 0.67 | 0.63 | NA | 0.68 | 0.79 | 0.51 | 0.61 | 0.68 | 0.2 | 0.61 | 0.64 | 0.54 | 0.51 | 0.55 | 0.27 | 0.55 | 0.96 | 0.92 | 0.88 | 0.88 | 0.94 | 0.83 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2005
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Best ETFs
- TIP (iShares TIPS Bond) 0.12% (97%)
- SCHP (Schwab US TIPS ETF) 0.10% (42%)
- STPZ (PIMCO 1-5 Year U.S. TIPS ETF) 0.14% (40%)
- TIPZ (PIMCO Broad U.S. TIPS ETF) 0.06% (39%)
- STIP (iShares 0-5 Year TIPS Bond) 0.08% (38%)
- TDTF (FlexShares iBoxx 5Yr Target Dur TIPS ETF) 0.13% (37%)
- TDTT (FlexShares iBoxx 3Yr Target Dur TIPS ETF) 0.17% (36%)
- VTIP (Vanguard Short-Term Infl-Prot Secs ETF) 0.15% (4%)
Best Closed End Funds
- WIW (Western/Claymore Infl-Lnk Opps Common) 0.81% (100%)
- WIA (Western/Claymore Infl-Lnkd Sec Common) 0.13% (99%)
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