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FIPDX: FIDELITY INFLATION-PROTECTED BOND INDEX FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 9.14 0.01(0.11%) May 20
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (11%) |
| Start Date: | 05/24/2012 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 3.52% |
| Expenses | 0.05% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/24/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 2.8 | 4.9 | 0.7 | 1.2 | 2.3 | 1.6 | 2.0 | 3.8 | -12.1 | 5.9 | 9.8 | 8.3 | -1.4 | 3.0 | 4.8 | -1.7 | 3.7 | -9.1 | 3.5 |
| Sharpe Ratio | NA | 0.91 | -0.32 | -0.57 | -0.23 | 0.1 | 0.06 | -1.04 | -0.07 | -1.52 | 1.31 | 1.32 | 1.78 | -0.86 | 0.65 | 1.04 | -0.32 | 0.86 | -1.55 | 1.26 |
| Draw Down(%) | NA | 3.2 | 3.7 | 9.4 | 14.3 | 14.3 | 14.3 | 3.6 | 6.2 | 14.2 | 2.9 | 8.9 | 2.4 | 3.2 | 2.0 | 4.5 | 5.4 | 3.4 | 10.6 | 2.2 |
| Standard Deviation(%) | NA | 5.6 | 4.8 | 6.5 | 6.0 | 5.5 | 5.4 | 4.4 | 6.7 | 8.9 | 4.5 | 7.2 | 3.9 | 3.1 | 3.6 | 4.5 | 5.5 | 4.3 | 5.9 | 4.6 |
| Treynor Ratio | NA | 0.05 | -0.02 | -0.04 | -0.01 | 0.01 | 0.0 | -0.05 | 0.0 | -0.13 | 0.06 | 0.1 | 0.07 | -0.03 | 0.02 | 0.05 | -0.02 | 0.04 | -0.09 | 0.06 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.0 | 0.98 | 0.98 | 0.98 | 0.98 | 0.98 | 0.95 | 0.98 | 1.0 | 0.96 | 1.0 | 0.96 | 0.99 | 0.95 | 0.98 | 0.98 | 0.93 | 0.98 | 0.99 |
| RSquared | NA | 0.92 | 0.93 | 0.97 | 0.96 | 0.96 | 0.96 | 0.95 | 0.98 | 0.98 | 0.93 | 0.96 | 0.93 | 0.91 | 0.9 | 0.96 | 0.97 | 0.91 | 0.97 | 0.89 |
| Yield(%) | N/A | 0.0 | 3.5 | 4.6 | 3.8 | 2.8 | N/A | 3.7 | 3.6 | 7.2 | 4.8 | 0.3 | 2.1 | 2.2 | 1.3 | 1.6 | 0.4 | 1.1 | 0.6 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | -4.9 | 95.6 | 175.4 | N/A | N/A | 3.6 | -59.8 | 50.5 | 1868.1 | -86.4 | -6.8 | 69.9 | -18.2 | 325.0 | -66.0 | 71.0 | 29.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/24/2012
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