Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPBCX (INFLATION-PROTECTED BOND FUND CLASS C) | NA | 7.96% | 6.94% | 3.46% | 3.43% | 2.66% | 3.10% | … | … |
Data as of 11/19/2025, Common starting date is 03/06/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPBCX (INFLATION-PROTECTED BOND FUND CLASS C) | 03/06/2003 | 11/19/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 7.96 | 6.94 | 3.46 | 3.43 | 2.66 | 3.10 | … | … | 9.05 | 7.36 | 4.50 | -10.81 | 6.87 | 7.59 | 9.10 | -4.95 | 3.23 | 5.16 | -1.42 | 2.11 | -10.14 | 5.49 | 11.57 | 5.21 | 8.37 | -3.35 | 10.18 | -0.92 | 1.29 | 6.52 | 2.46 |
| Sharpe Ratio | NA | 0.69 | 0.53 | 0.18 | 0.33 | NA | NA | … | … | 1.05 | 0.48 | 0.15 | -1.50 | 1.82 | 1.04 | 2.33 | -1.99 | 0.79 | 1.08 | -0.31 | 0.48 | -1.72 | 1.16 | 1.66 | 0.85 | 1.03 | -0.41 | 1.23 | -0.92 | -0.19 | 0.91 | 0.32 |
| Standard Deviation(%) | NA | 7.19 | 6.93 | 6.63 | 5.68 | NA | NA | … | … | 7.02 | 7.73 | 5.84 | 8.20 | 3.76 | 7.04 | 3.27 | 3.19 | 3.27 | 4.57 | 4.63 | 4.40 | 5.91 | 4.71 | 6.96 | 6.04 | 7.99 | 10.44 | 5.73 | 4.75 | 5.02 | 6.10 | 7.29 |
| Draw Down(%) | NA | 5.43 | 5.59 | 13.78 | 13.78 | NA | NA | … | … | 4.50 | 4.33 | 5.59 | 13.78 | 2.16 | 11.41 | 1.69 | 5.80 | 2.20 | 4.73 | 6.24 | 4.25 | 11.20 | 2.32 | 3.95 | 5.41 | 4.05 | 15.51 | 3.41 | 4.30 | 3.31 | 6.63 | 7.34 |
| Yield(%) | 0.00 | 2.26 | 2.33 | 2.80 | 2.30 | 2.47 | 2.76 | … | … | 1.90 | 1.64 | 3.02 | 4.33 | 3.27 | 1.01 | 1.63 | 1.55 | 1.27 | 0.75 | 1.70 | 1.60 | 5.09 | 5.24 | 3.87 | 1.40 | 1.26 | 3.58 | 4.31 | 2.42 | 5.51 | 3.07 | 2.80 |
Data as of 11/19/2025, 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 |
|---|---|---|---|---|
| IPBCX (INFLATION-PROTECTED BOND FUND CLASS C) |
-3.29%
Dec 2012 – Dec 2015 |
-0.77%
Nov 2012 – Nov 2017 |
0.12%
Sep 2012 – Sep 2022 |
1.75%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPBCX (INFLATION-PROTECTED BOND FUND CLASS C) |
10.36%
Oct 2008 – Oct 2011 |
6.82%
May 2007 – May 2012 |
4.79%
Apr 2003 – Apr 2013 |
3.49%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart