Find A Portfolio/Ticker
Comparison Box
IBRSX: VY(R) BLACKROCK INFLATION PROTECTED BOND PORTFOLIO CLASS S (MUTUAL FUND)
Basic Info 9.06 0.06(0.67%) May 15
Asset Class: | Inflation-Protected Bond |
MyPlanIQ Rating: | (70%) |
Start Date: | 05/17/2007 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 3.48% |
Expenses | 0.83% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 0.5 | 1.5 | -1.6 | 2.0 | 1.4 | 2.5 | 2.7 | 3.6 | -12.6 | 4.9 | 10.8 | 8.1 | -2.0 | 2.5 | 3.6 | -2.6 | 2.5 | -8.7 | 6.4 | 12.0 | 5.4 | 9.7 | -1.9 | 7.7 |
Sharpe Ratio | NA | -0.91 | -0.55 | -0.6 | 0.04 | 0.04 | NA | 0.33 | -0.09 | -1.52 | 1.14 | 1.5 | 1.82 | -1.09 | 0.55 | 0.79 | -0.5 | 0.59 | -1.5 | 1.52 | 1.92 | 1.02 | 1.51 | -0.33 | 2.07 |
Draw Down(%) | NA | 2.2 | 6.3 | 16.1 | 16.1 | 16.1 | NA | 16.1 | 7.2 | 15.5 | 3.0 | 10.7 | 2.2 | 3.3 | 1.9 | 4.4 | 5.9 | 3.6 | 10.4 | 2.2 | 3.4 | 5.4 | 3.9 | 13.8 | 2.2 |
Standard Deviation(%) | NA | 5.1 | 6.4 | 7.2 | 6.7 | 5.5 | NA | 5.7 | 7.1 | 9.2 | 4.3 | 7.0 | 3.7 | 3.1 | 3.4 | 4.3 | 5.2 | 4.3 | 5.8 | 4.2 | 6.2 | 5.2 | 6.4 | 8.3 | 4.8 |
Treynor Ratio | NA | -0.05 | -0.03 | -0.05 | 0.0 | 0.0 | NA | 0.02 | -0.01 | -0.15 | 0.06 | 0.11 | 0.07 | -0.04 | 0.02 | 0.04 | -0.03 | 0.03 | -0.09 | 0.08 | 0.14 | 0.06 | 0.13 | -0.04 | 0.14 |
Alpha | NA | 0.0 | 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 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 |
Beta | NA | 0.99 | 1.01 | 0.95 | 0.95 | 0.94 | NA | 0.86 | 0.96 | 0.95 | 0.88 | 0.95 | 0.9 | 0.94 | 0.91 | 0.95 | 0.91 | 0.94 | 0.97 | 0.83 | 0.86 | 0.83 | 0.75 | 0.68 | 0.71 |
RSquared | NA | 0.92 | 0.88 | 0.83 | 0.86 | 0.88 | NA | 0.84 | 0.84 | 0.83 | 0.86 | 0.92 | 0.91 | 0.88 | 0.92 | 0.95 | 0.92 | 0.94 | 0.96 | 0.8 | 0.89 | 0.84 | 0.82 | 0.72 | 0.89 |
Yield(%) | N/A | 1.2 | N/A | N/A | N/A | N/A | N/A | N/A | 3.3 | 3.6 | 2.4 | 1.6 | 2.4 | 2.2 | 1.2 | 0.0 | 1.3 | 1.4 | 5.9 | 5.9 | 6.9 | 3.0 | 1.8 | 7.3 | 3.1 |
Dividend Growth(%) | N/A | -63.3 | N/A | N/A | N/A | N/A | N/A | N/A | -23.1 | 50.0 | 62.5 | -27.3 | 4.8 | 90.9 | N/A | -100.0 | -7.7 | -79.7 | 0.0 | -11.1 | 140.0 | 76.5 | -77.6 | 145.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Inflation-Protected Bond Asset Class Trend Rankings |
Top Rated Funds in Inflation-Protected Bond
Best Mutual Funds
- VIPSX (VANGUARD INFLATION-PROTECTED SECURITIES FUND INVESTOR SHARES) 0.51% (98%)
- BPLBX (BlackRock Infl Prot bd Port BlackRock Cl) 0.42% (97%)
- BPRIX (BlackRock Inflation Protected Bond Instl) 0.52% (96%)
- HIPYX (THE HARTFORD INFLATION PLUS FUND CLASS Y) 0.49% (95%)
- APISX (SHORT DURATION INFLATION PROTECTION BOND FUND R5 CLASS) 0.20% (94%)
- AIANX (INFLATION-ADJUSTED BOND FUND R5 CLASS) 0.48% (93%)
- ACITX (INFLATION-ADJUSTED BOND FUND INVESTOR CLASS) 0.58% (92%)
- VAIPX (VANGUARD INFLATION-PROTECTED SECURITIES FUND ADMIRAL SHARES) 0.48% (91%)
- VIPIX (VANGUARD INFLATION-PROTECTED SECURITIES FUND INSTITUTIONAL SHARES) 0.43% (91%)
- APOIX (SHORT DURATION INFLATION PROTECTION BOND FUND INVESTOR CLASS) 0.30% (90%)
Best ETFs
- TIP (iShares TIPS Bond ETF) 0.51% (97%)
- SCHP (Schwab U.S. TIPS ETF) (42%)
- STPZ (PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund) 0.21% (40%)
- TIPZ (PIMCO Broad U.S. TIPS Index Exchange-Traded Fund) 0.52% (39%)
- STIP (iShares 0-5 Year TIPS Bond ETF) 0.19% (38%)
- TDTF (FlexShares iBoxx 5-Year Target Duration TIPS Index Fund) 0.47% (37%)
- TDTT (FlexShares iBoxx 3-Year Target Duration TIPS Index Fund) 0.34% (36%)
- VTIP (Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares) 0.15% (4%)
Best Closed End Funds
- WIW (Western Asset Claymore Inflation Linked Opportunities and Income Closed Fund) 0.46% (100%)
- WIA (Western Asset/Claymore Infl Linked Securities and Income Closed Fund) 0.37% (99%)