Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPBBX (INFLATION-PROTECTED BOND FUND CLASS B) | NA | -29.46% | -11.50% | -7.75% | -0.92% | NA | NA | … | … |
Data as of 01/24/2017, Common starting date is 03/06/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPBBX (INFLATION-PROTECTED BOND FUND CLASS B) | 03/06/2003 | 01/24/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -34.69 | -29.46 | -11.50 | -7.75 | -0.92 | NA | NA | … | … | 0.00 | 7.20 | -1.32 | 2.02 | -10.07 | 5.40 | 11.14 | 5.83 | 8.39 | -3.35 | 10.09 | -0.91 | 1.40 | 6.43 | 2.47 |
| Sharpe Ratio | NA | 1.77 | 0.43 | 0.08 | 0.47 | NA | NA | … | … | 0.00 | 1.52 | -0.29 | 0.47 | -1.71 | 1.17 | 1.61 | 0.95 | 1.04 | -0.41 | 1.24 | -0.88 | -0.15 | 0.89 | 0.33 |
| Standard Deviation(%) | NA | 4.47 | 4.47 | 4.83 | 6.36 | NA | NA | … | … | NA | 4.59 | 4.64 | 4.28 | 5.93 | 4.59 | 6.89 | 6.02 | 8.01 | 10.39 | 5.70 | 4.79 | 5.03 | 6.16 | 7.14 |
| Draw Down(%) | NA | 3.68 | 7.05 | 12.02 | 15.52 | NA | NA | … | … | 0.00 | 3.68 | 6.24 | 4.16 | 11.21 | 2.41 | 3.96 | 5.34 | 4.07 | 15.52 | 3.41 | 4.30 | 3.31 | 6.54 | 7.44 |
| Yield(%) | 0.00 | 0.00 | 1.06 | 2.62 | 3.11 | 2.90 | 2.18 | … | … | 0.00 | 0.00 | 1.70 | 1.51 | 5.10 | 5.25 | 3.88 | 1.98 | 1.27 | 3.58 | 4.30 | 2.42 | 5.50 | 3.07 | 2.80 |
Data as of 01/24/2017, 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 |
|---|---|---|---|---|
| IPBBX (INFLATION-PROTECTED BOND FUND CLASS B) |
-3.26%
Dec 2012 – Dec 2015 |
0.41%
Nov 2011 – Nov 2016 |
2.55%
Dec 2005 – Dec 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPBBX (INFLATION-PROTECTED BOND FUND CLASS B) |
10.52%
Nov 2008 – Nov 2011 |
6.95%
May 2007 – May 2012 |
4.84%
Apr 2003 – Apr 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart