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FIPCX: FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS C (MUTUAL FUND)
Basic Info
Asset Class: | Inflation-Protected Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/08/2002 |
Last Dividend Date: | 08/22/2018 |
12-Mo. Yield | 2.51% |
Expenses | 1.51% |
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Performance Analytics (As of 08/29/2018)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/08/2002 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | -0.2 | 0.8 | 0.4 | 1.5 | 2.5 | 2.4 | -0.6 | 1.7 | 3.1 | -3.2 | 2.3 | -10.4 | 5.8 | 11.8 | 4.7 | 8.6 | -3.3 | 8.0 | -0.8 | 1.1 | 7.2 | 5.1 | -0.4 |
Sharpe Ratio | NA | -0.4 | 0.05 | 0.01 | 0.22 | NA | 0.27 | -0.7 | 0.29 | 0.67 | -0.58 | 0.48 | -1.77 | 1.28 | 1.72 | 0.79 | 1.1 | -0.41 | 0.92 | -0.9 | -0.21 | 1.0 | 0.61 | -0.43 |
Draw Down(%) | NA | 3.1 | 5.1 | 6.8 | 13.7 | NA | 15.7 | 2.6 | 2.1 | 5.1 | 6.5 | 4.7 | 11.1 | 2.3 | 3.7 | 5.4 | 3.9 | 15.7 | 3.3 | 4.1 | 3.4 | 6.7 | 7.5 | 4.2 |
Standard Deviation(%) | NA | 3.1 | 3.9 | 4.5 | 5.9 | NA | 6.0 | 3.0 | 3.6 | 4.4 | 5.5 | 4.8 | 5.9 | 4.5 | 6.8 | 5.9 | 7.7 | 10.5 | 5.5 | 4.5 | 4.9 | 6.3 | 7.2 | 5.9 |
Treynor Ratio | NA | -0.01 | 0.0 | 0.0 | 0.01 | NA | 0.02 | -0.02 | 0.01 | 0.03 | -0.03 | 0.03 | -0.11 | 0.06 | 0.12 | 0.05 | 0.09 | -0.04 | 0.05 | -0.04 | -0.01 | 0.06 | 0.04 | -0.04 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 |
Beta | NA | 0.97 | 0.97 | 0.96 | 0.96 | NA | 0.97 | 0.96 | 0.96 | 0.97 | 0.98 | 0.9 | 0.99 | 0.96 | 0.98 | 0.99 | 0.97 | 0.95 | 0.95 | 0.98 | 0.98 | 1.01 | 1.01 | 0.7 |
RSquared | NA | 0.92 | 0.95 | 0.9 | 0.91 | NA | 0.92 | 0.91 | 0.93 | 0.97 | 0.98 | 0.68 | 0.97 | 0.9 | 0.95 | 0.93 | 0.93 | 0.88 | 0.96 | 0.95 | 0.96 | 0.95 | 0.94 | 0.63 |
Yield(%) | N/A | 5.6 | 2.8 | 2.5 | 2.1 | 2.6 | N/A | 3.9 | 2.5 | 1.7 | 0.9 | 2.3 | 1.8 | 1.7 | 2.4 | 0.9 | 2.1 | 1.5 | 4.3 | 1.9 | 4.6 | 3.1 | 1.3 | 0.0 |
Dividend Growth(%) | N/A | 142.3 | 25.0 | 75.6 | N/A | N/A | N/A | 53.6 | 47.4 | 90.0 | -63.0 | 12.5 | 9.1 | -21.4 | 180.0 | -54.5 | 29.4 | -63.0 | 119.0 | -59.6 | 52.9 | 142.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/08/2002
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