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DIPCX: Delaware Inflation Protected Bond C (MUTUAL FUND)
Basic Info
Asset Class: | Inflation-Protected Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/07/2005 |
Last Dividend Date: | 11/21/2012 |
12-Mo. Yield | 9.33% |
Expenses | 1.57% |
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Performance Analytics (As of 06/15/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/07/2005 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | -3.5 | -5.5 | -0.0 | 2.1 | 2.2 | -1.1 | -0.5 | -13.9 | 4.7 | 8.8 | 5.4 | 9.8 | -0.8 | 10.2 | -0.3 | 2.7 |
Sharpe Ratio | NA | -0.69 | -1.08 | -0.01 | 0.18 | 0.2 | -0.42 | -0.12 | -2.48 | 0.48 | 1.48 | 1.1 | 1.36 | -0.18 | 1.33 | -0.76 | 0.11 |
Draw Down(%) | NA | 5.8 | 16.8 | 16.8 | 16.8 | 16.8 | 4.3 | 5.1 | 14.1 | 6.1 | 2.7 | 3.6 | 4.7 | 11.6 | 3.2 | 3.8 | 3.2 |
Standard Deviation(%) | NA | 5.1 | 5.1 | 6.5 | 6.5 | 6.4 | 6.1 | 4.0 | 5.6 | 9.8 | 5.9 | 4.8 | 7.2 | 9.3 | 5.4 | 4.7 | 4.7 |
Treynor Ratio | NA | -0.04 | -0.06 | 0.0 | 0.01 | 0.02 | -0.03 | -0.01 | -0.16 | 0.07 | 0.12 | 0.07 | 0.12 | -0.02 | 0.08 | -0.04 | 0.01 |
Alpha | NA | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.03 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.85 | 0.87 | 0.78 | 0.82 | 0.82 | 0.87 | 0.78 | 0.85 | 0.63 | 0.76 | 0.74 | 0.79 | 0.82 | 0.94 | 1.01 | 0.93 |
RSquared | NA | 0.84 | 0.79 | 0.47 | 0.64 | 0.65 | 0.87 | 0.75 | 0.79 | 0.09 | 0.77 | 0.78 | 0.71 | 0.82 | 0.95 | 0.95 | 0.94 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/07/2005
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