Find A Portfolio/Ticker
Comparison Box
TIPIX: DEUTSCHE GLOBAL INFLATION FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/20/2005 |
| Last Dividend Date: | 04/22/2016 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.63% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/20/2005 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -0.1 | 0.9 | 1.8 | 3.2 | 2.6 | 3.9 | -1.5 | 4.6 | -10.6 | 5.9 | 12.5 | 7.3 | 8.0 | -3.0 | 10.9 | -2.0 | 3.2 |
| Sharpe Ratio | NA | 0.48 | 0.24 | -0.1 | 0.36 | 0.36 | 0.63 | 0.75 | -0.27 | 1.07 | -1.71 | 1.27 | 2.06 | 1.23 | 0.97 | -0.27 | 1.4 | -1.03 | 0.59 |
| Draw Down(%) | NA | 3.0 | 5.5 | 12.7 | 16.1 | 16.1 | 2.3 | 5.2 | 5.5 | 3.4 | 12.6 | 2.3 | 2.7 | 5.1 | 4.1 | 16.1 | 4.2 | 5.1 | 3.5 |
| Standard Deviation(%) | NA | 4.0 | 4.8 | 5.0 | 7.1 | 6.8 | 3.6 | 4.9 | 5.7 | 4.3 | 6.2 | 4.7 | 6.1 | 5.9 | 8.1 | 14.3 | 5.7 | 5.2 | 7.9 |
| Treynor Ratio | NA | 0.02 | 0.01 | -0.01 | 0.03 | 0.03 | 0.03 | 0.04 | -0.02 | 0.05 | -0.11 | 0.06 | 0.16 | 0.08 | 0.08 | -0.04 | 0.09 | -0.06 | 0.06 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 |
| Beta | NA | 0.87 | 0.92 | 0.94 | 0.93 | 0.92 | 0.86 | 0.96 | 0.95 | 0.88 | 1.0 | 0.94 | 0.8 | 0.94 | 1.0 | 0.93 | 0.84 | 0.86 | 0.82 |
| RSquared | NA | 0.65 | 0.8 | 0.83 | 0.67 | 0.65 | 0.73 | 0.75 | 0.87 | 0.81 | 0.89 | 0.83 | 0.81 | 0.86 | 0.89 | 0.45 | 0.7 | 0.56 | 0.23 |
| Yield(%) | N/A | 0.0 | 0.8 | 1.4 | 2.8 | N/A | 0.0 | 0.8 | 1.5 | 2.5 | 0.9 | 3.2 | 7.9 | 1.6 | 1.3 | 7.1 | 3.3 | 1.7 | 3.4 |
| Dividend Growth(%) | N/A | -100.0 | -80.2 | -64.1 | N/A | N/A | -100.0 | -45.2 | -41.4 | 139.4 | -69.7 | -57.7 | 406.9 | 40.4 | -84.4 | 135.0 | 80.8 | -49.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/20/2005
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) (97%)
- SCHP (Schwab US TIPS ETF) (41%)
- STPZ (PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund) (38%)
- TIPZ (PIMCO Broad U.S. TIPS Index ETF) (37%)
- TDTF (FlexShares iBoxx 5 Year Target Duration TIPS Index Fund) (36%)
- TDTT (FlexShares iBoxx 3 Year Target Duration TIPS Index Fund) (35%)
- VTIP (Vanguard Short-Term Inflation-Protected Securities ETF) (4%)
Best Closed End Funds
- WIW (Western Asset Claymore Inflation Linked Opportunities and Income Closed Fund) (100%)
- WIA (Western Asset/Claymore Infl Linked Securities and Income Closed Fund) (99%)
Latest Articles Related to TIPIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
