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FSIQX: FIDELITY INFLATION-PROTECTED BOND INDEX FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Inflation-Protected Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/24/2012 |
Last Dividend Date: | 10/31/2018 |
12-Mo. Yield | 1.31% |
Expenses | 0.20% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/24/2012 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -0.7 | 0.6 | -0.0 | -2.9 | 2.8 | 4.8 | -1.9 | 3.5 | -9.2 | 3.4 |
Sharpe Ratio | NA | -1.05 | 0.22 | 0.13 | -0.08 | -1.53 | 0.62 | 1.01 | -0.34 | 0.81 | -1.56 | 1.23 |
Draw Down(%) | NA | 3.2 | 4.6 | 5.5 | 11.2 | 3.2 | 2.0 | 4.6 | 5.5 | 3.4 | 10.7 | 2.2 |
Standard Deviation(%) | NA | 3.0 | 3.8 | 4.3 | 4.7 | 3.0 | 3.6 | 4.5 | 5.6 | 4.4 | 5.9 | 4.6 |
Treynor Ratio | NA | -0.03 | 0.01 | 0.01 | 0.0 | -0.05 | 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 |
Beta | NA | 0.95 | 0.98 | 0.97 | 0.98 | 0.94 | 0.97 | 1.0 | 0.99 | 0.94 | 1.0 | 0.99 |
RSquared | NA | 0.89 | 0.93 | 0.94 | 0.94 | 0.88 | 0.92 | 0.96 | 0.97 | 0.91 | 0.97 | 0.91 |
Yield(%) | N/A | 1.3 | 1.0 | 0.9 | N/A | 0.0 | 1.1 | 1.5 | 0.2 | 1.0 | 0.5 | 0.4 |
Dividend Growth(%) | N/A | 3.2 | 54.5 | N/A | N/A | -100.0 | -21.4 | 600.0 | -77.8 | 80.0 | 25.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/24/2012
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See Inflation-Protected Bond Asset Class Trend Rankings |
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