Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPBAX (INFLATION-PROTECTED BOND FUND CLASS A) | 15.21% | 23.64% | 12.46% | 6.57% | 5.20% | 4.21% | 4.66% | … | … |
Data as of 06/03/2026, Common starting date is 03/06/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPBAX (INFLATION-PROTECTED BOND FUND CLASS A) | 03/06/2003 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.20 | 23.64 | 12.46 | 6.57 | 5.20 | 4.21 | 4.66 | … | … | 15.21 | 10.88 | 8.12 | 5.35 | -10.14 | 7.74 | 8.02 | 9.86 | -4.27 | 4.06 | 5.97 | -0.62 | 2.79 | -9.45 | 6.25 | 12.43 | 6.22 | 9.16 | -2.59 | 11.00 | -0.18 | 2.15 | 7.31 | 3.03 |
| Sharpe Ratio | NA | 2.73 | 1.24 | 0.55 | 0.60 | NA | NA | … | … | 4.09 | 1.15 | 0.58 | 0.29 | -1.39 | 2.10 | 1.10 | 2.65 | -1.79 | 1.04 | 1.29 | -0.14 | 0.62 | -1.59 | 1.34 | 1.77 | 1.01 | 1.13 | -0.34 | 1.37 | -0.74 | -0.02 | 1.02 | 0.42 |
| Standard Deviation(%) | NA | 7.65 | 7.39 | 7.14 | 5.95 | NA | NA | … | … | 8.98 | 6.98 | 7.82 | 5.83 | 8.36 | 3.68 | 7.05 | 3.16 | 3.16 | 3.29 | 4.45 | 4.64 | 4.45 | 5.95 | 4.65 | 6.99 | 6.05 | 8.02 | 10.47 | 5.77 | 4.86 | 5.07 | 6.20 | 7.18 |
| Draw Down(%) | NA | 3.84 | 5.14 | 13.35 | 13.35 | NA | NA | … | … | 1.82 | 4.44 | 4.35 | 5.30 | 13.35 | 2.25 | 11.32 | 1.57 | 5.20 | 2.07 | 4.31 | 5.80 | 3.97 | 11.03 | 2.39 | 3.81 | 5.36 | 4.04 | 15.13 | 3.35 | 3.99 | 3.25 | 6.42 | 7.22 |
| Yield(%) | 0.00 | 2.72 | 2.82 | 3.26 | 2.81 | 2.98 | 3.42 | … | … | 0.03 | 3.23 | 2.40 | 3.76 | 4.91 | 3.97 | 1.34 | 2.27 | 2.15 | 2.00 | 1.86 | 2.06 | 2.40 | 5.26 | 5.98 | 4.63 | 2.40 | 1.65 | 4.33 | 5.08 | 3.16 | 6.27 | 3.83 | 3.35 |
Data as of 06/03/2026, Common starting date is 03/06/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPBAX (INFLATION-PROTECTED BOND FUND CLASS A) |
-2.56%
Dec 2012 – Dec 2015 |
-0.01%
Nov 2012 – Nov 2017 |
0.84%
Sep 2012 – Sep 2022 |
2.52%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPBAX (INFLATION-PROTECTED BOND FUND CLASS A) |
12.34%
May 2023 – May 2026 |
7.69%
May 2007 – May 2012 |
5.61%
Apr 2003 – Apr 2013 |
4.28%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart