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FIPAX: FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/07/2002 |
| Last Dividend Date: | 08/22/2018 |
| 12-Mo. Yield | 5.27% |
| Expenses | 0.76% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/07/2002 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -0.9 | 0.3 | 1.2 | 3.4 | 3.2 | -3.3 | 2.4 | 4.0 | -2.5 | 3.1 | -9.7 | 6.6 | 12.7 | 5.4 | 9.4 | -2.6 | 8.8 | -0.1 | 2.1 | 8.4 | 5.6 | -0.3 |
| Sharpe Ratio | NA | -0.86 | -0.03 | 0.03 | 0.29 | NA | 0.36 | -1.3 | 0.52 | 0.86 | -0.46 | 0.65 | -1.64 | 1.44 | 1.84 | 0.91 | 1.21 | -0.34 | 1.04 | -0.72 | -0.02 | 1.18 | 0.67 | -0.37 |
| Draw Down(%) | NA | 3.7 | 4.8 | 5.8 | 13.6 | NA | 15.3 | 3.5 | 2.0 | 4.8 | 5.8 | 4.3 | 10.8 | 2.3 | 3.6 | 5.2 | 3.8 | 15.3 | 3.2 | 3.9 | 3.4 | 6.5 | 7.5 | 4.1 |
| Standard Deviation(%) | NA | 4.3 | 4.2 | 4.6 | 6.0 | NA | 6.1 | 4.7 | 3.5 | 4.4 | 5.5 | 4.7 | 6.0 | 4.6 | 6.9 | 5.9 | 7.7 | 10.4 | 5.6 | 4.7 | 4.9 | 6.3 | 7.2 | 5.7 |
| Treynor Ratio | NA | -0.04 | 0.0 | 0.0 | 0.02 | NA | 0.02 | -0.08 | 0.02 | 0.04 | -0.03 | 0.03 | -0.1 | 0.07 | 0.13 | 0.05 | 0.1 | -0.04 | 0.06 | -0.03 | 0.0 | 0.07 | 0.05 | -0.03 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | NA | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 |
| Beta | NA | 0.86 | 0.94 | 0.95 | 0.96 | NA | 0.97 | 0.81 | 0.94 | 0.97 | 0.97 | 0.91 | 1.0 | 0.97 | 0.98 | 0.98 | 0.96 | 0.95 | 0.97 | 1.01 | 0.98 | 1.02 | 1.01 | 0.69 |
| RSquared | NA | 0.39 | 0.76 | 0.82 | 0.89 | NA | 0.9 | 0.27 | 0.93 | 0.96 | 0.98 | 0.71 | 0.97 | 0.9 | 0.94 | 0.93 | 0.93 | 0.88 | 0.96 | 0.95 | 0.96 | 0.95 | 0.94 | 0.65 |
| Yield(%) | N/A | 5.3 | 2.7 | 2.5 | 2.3 | 3.1 | N/A | 3.7 | 2.3 | 1.6 | 0.8 | 2.3 | 1.8 | 1.7 | 2.8 | 1.7 | 2.8 | 2.6 | 5.1 | 2.9 | 5.5 | 4.7 | 2.0 | 0.0 |
| Dividend Growth(%) | N/A | 144.4 | 24.8 | 36.3 | N/A | N/A | N/A | 58.0 | 46.5 | 94.8 | -64.3 | 12.1 | 9.6 | -32.2 | 73.7 | -34.7 | 0.0 | -48.1 | 74.8 | -50.2 | 22.8 | 146.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/07/2002
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View Historical Data in an advanced chart |
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See Inflation-Protected Bond Asset Class Trend Rankings |
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