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FIPIX: FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS I (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 | 5.39% |
Expenses | 0.54% |
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Performance Analytics (As of 08/28/2020)
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(%) | 0.0 | 0.0 | 0.3 | 1.1 | 1.8 | 3.6 | 3.5 | 0.0 | 2.7 | 4.2 | -2.1 | 3.3 | -9.5 | 6.9 | 13.0 | 6.0 | 9.7 | -2.4 | 9.1 | 0.2 | 2.1 | 8.2 | 7.5 | -0.2 |
Sharpe Ratio | NA | -0.08 | 0.32 | 0.24 | 0.39 | NA | 0.45 | -0.39 | 0.6 | 0.9 | -0.39 | 0.68 | -1.62 | 1.49 | 1.88 | 0.99 | 1.24 | -0.31 | 1.1 | -0.67 | -0.01 | 1.14 | 0.96 | -0.3 |
Draw Down(%) | NA | 2.6 | 4.7 | 5.6 | 13.6 | NA | 15.2 | 2.5 | 2.0 | 4.7 | 5.6 | 4.3 | 10.7 | 2.2 | 3.5 | 5.2 | 3.9 | 15.2 | 3.2 | 3.9 | 3.3 | 6.5 | 7.4 | 4.1 |
Standard Deviation(%) | NA | 3.1 | 3.8 | 4.5 | 6.0 | NA | 6.0 | 3.0 | 3.5 | 4.4 | 5.5 | 4.8 | 5.9 | 4.6 | 6.9 | 6.0 | 7.7 | 10.5 | 5.5 | 4.6 | 5.0 | 6.3 | 7.1 | 5.8 |
Treynor Ratio | NA | 0.0 | 0.01 | 0.01 | 0.02 | NA | 0.03 | -0.01 | 0.02 | 0.04 | -0.02 | 0.04 | -0.1 | 0.07 | 0.13 | 0.06 | 0.1 | -0.03 | 0.06 | -0.03 | 0.0 | 0.07 | 0.07 | -0.03 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 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 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
Beta | NA | 0.95 | 0.97 | 0.96 | 0.97 | NA | 0.97 | 0.95 | 0.95 | 0.98 | 0.98 | 0.9 | 0.99 | 0.98 | 0.98 | 1.0 | 0.97 | 0.95 | 0.96 | 1.0 | 0.99 | 1.02 | 1.01 | 0.68 |
RSquared | NA | 0.92 | 0.95 | 0.9 | 0.91 | NA | 0.92 | 0.91 | 0.93 | 0.97 | 0.98 | 0.69 | 0.98 | 0.91 | 0.94 | 0.92 | 0.93 | 0.89 | 0.95 | 0.94 | 0.96 | 0.95 | 0.96 | 0.62 |
Yield(%) | N/A | 5.4 | 2.8 | 2.6 | 2.5 | 3.3 | N/A | 3.7 | 2.5 | 1.7 | 1.0 | 2.4 | 1.8 | 1.9 | 3.1 | 2.3 | 2.9 | 2.8 | 5.4 | 3.0 | 5.7 | 4.4 | 4.1 | 0.0 |
Dividend Growth(%) | N/A | 142.7 | 24.0 | 26.7 | N/A | N/A | N/A | 52.1 | 50.5 | 64.4 | -59.3 | 18.4 | 2.5 | -32.5 | 39.9 | -17.0 | -1.6 | -46.2 | 74.5 | -49.0 | 34.2 | 13.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/08/2002
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