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ATPIX: AMERICAN BEACON TREASURY INFLATION PROTECTED SECURITIES FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/02/2004 |
| Last Dividend Date: | 12/22/2014 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.26% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/02/2004 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.5 | 1.3 | 3.2 | 3.4 | -0.1 | 0.6 | -5.7 | 4.8 | 9.1 | 5.0 | 11.0 | -2.1 | 11.2 | 1.1 | 1.6 | 1.6 |
| Sharpe Ratio | NA | 2.08 | 0.36 | 0.12 | 0.7 | 0.56 | 1.87 | -0.03 | 0.19 | -1.43 | 1.73 | 2.3 | 1.3 | 2.08 | -0.37 | 2.06 | -0.59 | -0.17 | 0.52 |
| Draw Down(%) | NA | 0.7 | 4.6 | 7.5 | 12.6 | 12.6 | 0.7 | 3.7 | 3.6 | 7.5 | 1.1 | 2.5 | 3.4 | 3.2 | 12.6 | 2.3 | 2.7 | 2.3 | 1.4 |
| Standard Deviation(%) | NA | 1.9 | 3.1 | 3.3 | 4.4 | 4.3 | 1.8 | 4.1 | 3.0 | 4.0 | 2.8 | 4.0 | 3.8 | 5.2 | 8.1 | 4.0 | 3.8 | 3.4 | 3.9 |
| Treynor Ratio | NA | 0.19 | 0.02 | 0.01 | 0.05 | 0.04 | 0.17 | 0.0 | 0.01 | -0.09 | 0.09 | 0.18 | 0.08 | 0.17 | -0.04 | 0.12 | -0.03 | -0.01 | 0.03 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | -0.02 |
| Beta | NA | 0.2 | 0.52 | 0.55 | 0.61 | 0.62 | 0.19 | 0.67 | 0.62 | 0.63 | 0.53 | 0.51 | 0.61 | 0.63 | 0.7 | 0.68 | 0.68 | 0.65 | 0.67 |
| RSquared | NA | 0.23 | 0.66 | 0.72 | 0.79 | 0.79 | 0.24 | 0.83 | 0.82 | 0.83 | 0.74 | 0.78 | 0.86 | 0.87 | 0.8 | 0.91 | 0.65 | 0.87 | 0.91 |
| Yield(%) | N/A | 0.0 | 0.3 | 1.6 | 2.6 | N/A | 0.0 | 0.0 | 0.9 | 0.0 | 6.5 | 2.9 | 1.6 | 0.6 | 7.8 | 4.1 | 3.3 | 5.6 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -91.7 | -45.2 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | 140.1 | 89.9 | 205.8 | -93.5 | 104.3 | 21.4 | -43.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/2004
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See Inflation-Protected Bond Asset Class Trend Rankings |
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