Find A Portfolio/Ticker
Comparison Box
MIPZX: MASSMUTUAL PREMIER INFLATION-PROTECTED AND INCOME FUND CLASS I (MUTUAL FUND)
Basic Info 9.36 0(0.0%) December 02
Asset Class: | Inflation-Protected Bond |
MyPlanIQ Rating: | (8%) |
Start Date: | 03/02/2011 |
Last Dividend Date: | 10/31/2024 |
12-Mo. Yield | 6.53% |
Expenses | 0.57% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 11/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/02/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 4.1 | 7.1 | -1.5 | 2.5 | 2.5 | 2.9 | 5.6 | -13.3 | 6.4 | 11.5 | 8.1 | -1.2 | 3.4 | 5.3 | -1.4 | 3.6 | -8.9 | 6.9 | 12.4 |
Sharpe Ratio | NA | -0.51 | 0.01 | -0.56 | 0.01 | 0.13 | 0.25 | 0.2 | -1.39 | 0.58 | 1.05 | 1.89 | -0.81 | 0.81 | 1.15 | -0.25 | 0.83 | -1.53 | 0.93 | 2.27 |
Draw Down(%) | NA | 2.9 | 2.9 | 19.5 | 19.5 | 19.5 | 19.5 | 5.2 | 14.7 | 6.7 | 11.3 | 2.2 | 3.1 | 2.0 | 4.5 | 5.1 | 3.6 | 10.8 | 3.8 | 3.1 |
Standard Deviation(%) | NA | 4.8 | 5.1 | 9.6 | 9.1 | 7.1 | 6.8 | 6.6 | 10.6 | 11.1 | 10.7 | 3.5 | 3.2 | 3.4 | 4.4 | 5.6 | 4.3 | 5.8 | 7.4 | 6.6 |
Treynor Ratio | NA | -0.03 | 0.0 | -0.06 | 0.0 | 0.01 | 0.02 | 0.01 | -0.15 | 0.07 | 0.12 | 0.09 | -0.03 | 0.03 | 0.06 | -0.01 | 0.04 | -0.1 | 0.07 | 0.17 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
Beta | NA | 0.98 | 0.99 | 0.95 | 0.94 | 0.93 | 0.92 | 0.92 | 0.98 | 0.91 | 0.92 | 0.71 | 0.93 | 0.89 | 0.92 | 0.95 | 0.9 | 0.9 | 0.94 | 0.87 |
RSquared | NA | 0.87 | 0.89 | 0.46 | 0.46 | 0.52 | 0.55 | 0.9 | 0.66 | 0.14 | 0.37 | 0.6 | 0.8 | 0.85 | 0.85 | 0.89 | 0.86 | 0.84 | 0.32 | 0.87 |
Yield(%) | N/A | 3.6 | 6.5 | 5.1 | 4.9 | 3.7 | N/A | 3.1 | 3.3 | 7.3 | 5.8 | 2.2 | 3.1 | 2.9 | 2.8 | 1.2 | 2.5 | 5.3 | 4.4 | 4.8 |
Dividend Growth(%) | N/A | 18.4 | 69.9 | 55.0 | 104.3 | N/A | N/A | -22.2 | -55.5 | 32.9 | 176.8 | -31.3 | 7.8 | 4.2 | 137.5 | -52.9 | -58.7 | 21.9 | -0.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/02/2011
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) (98%)
- BPLBX (BlackRock Infl Prot bd Port BlackRock Cl) (96%)
- BPRIX (BlackRock Inflation Protected Bond Instl) (96%)
- HIPYX (THE HARTFORD INFLATION PLUS FUND CLASS Y) (95%)
- APISX (SHORT DURATION INFLATION PROTECTION BOND FUND R5 CLASS) (94%)
- AIANX (INFLATION-ADJUSTED BOND FUND R5 CLASS) (93%)
- ACITX (INFLATION-ADJUSTED BOND FUND INVESTOR CLASS) (92%)
- VAIPX (VANGUARD INFLATION-PROTECTED SECURITIES FUND ADMIRAL SHARES) (91%)
- VIPIX (VANGUARD INFLATION-PROTECTED SECURITIES FUND INSTITUTIONAL SHARES) (90%)
- APOIX (SHORT DURATION INFLATION PROTECTION BOND FUND INVESTOR CLASS) (89%)
Best ETFs
- TIP (iShares TIPS Bond ETF) 0.23% (97%)
- SCHP (Schwab U.S. TIPS ETF) 0.27% (41%)
- STPZ (PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund) 0.23% (38%)
- TIPZ (PIMCO Broad U.S. TIPS Index Exchange-Traded Fund) 0.40% (37%)
- TDTF (FlexShares iBoxx 5-Year Target Duration TIPS Index Fund) 0.38% (36%)
- TDTT (FlexShares iBoxx 3-Year Target Duration TIPS Index Fund) 0.38% (35%)
- VTIP (Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares) 0.0% (4%)
Best Closed End Funds
- WIW (Western Asset Claymore Inflation Linked Opportunities and Income Closed Fund) 0.0% (100%)
- WIA (Western Asset/Claymore Infl Linked Securities and Income Closed Fund) 0.60% (99%)