Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPBIX (INFLATION-PROTECTED BOND FUND ADMINISTRATOR CLASS) | NA | 7.13% | 8.69% | 4.09% | 4.12% | 3.41% | 3.97% | … | … |
Data as of 10/10/2025, Common starting date is 03/05/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPBIX (INFLATION-PROTECTED BOND FUND ADMINISTRATOR CLASS) | 03/05/2003 | 10/10/2025 |
| 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 (%) | 0.00 | 7.13 | 8.69 | 4.09 | 4.12 | 3.41 | 3.97 | … | … | 8.33 | 8.28 | 5.49 | -9.99 | 7.96 | 8.27 | 10.13 | -4.07 | 4.19 | 6.30 | -0.44 | 3.16 | -9.18 | 6.52 | 12.57 | 6.30 | 9.46 | -2.38 | 11.28 | 0.06 | 2.31 | 7.59 | 3.22 |
| Sharpe Ratio | NA | 0.62 | 0.77 | 0.29 | 0.47 | NA | NA | … | … | 1.25 | 0.60 | 0.32 | -1.39 | 2.11 | 1.14 | 2.76 | -1.73 | 1.07 | 1.34 | -0.10 | 0.72 | -1.56 | 1.38 | 1.79 | 1.03 | 1.17 | -0.32 | 1.41 | -0.69 | 0.01 | 1.07 | 0.44 |
| Standard Deviation(%) | NA | 6.64 | 6.82 | 6.47 | 5.58 | NA | NA | … | … | 6.32 | 7.78 | 5.82 | 8.23 | 3.76 | 7.01 | 3.14 | 3.16 | 3.31 | 4.54 | 4.65 | 4.36 | 5.90 | 4.73 | 7.01 | 6.00 | 8.02 | 10.42 | 5.78 | 4.86 | 5.00 | 6.19 | 7.26 |
| Draw Down(%) | NA | 5.09 | 5.19 | 13.24 | 13.24 | NA | NA | … | … | 4.41 | 4.35 | 5.19 | 13.24 | 2.21 | 11.33 | 1.64 | 5.09 | 1.97 | 4.27 | 5.69 | 3.86 | 10.87 | 2.30 | 3.83 | 5.31 | 3.93 | 14.93 | 3.33 | 3.90 | 3.18 | 6.38 | 7.28 |
| Yield(%) | 0.00 | 1.51 | 2.58 | 3.18 | 2.84 | 3.03 | 3.45 | … | … | 1.00 | 2.24 | 3.62 | 4.88 | 3.97 | 1.39 | 2.32 | 2.18 | 2.04 | 1.90 | 2.22 | 2.66 | 5.30 | 6.24 | 4.90 | 1.99 | 1.72 | 4.57 | 5.33 | 3.39 | 6.51 | 4.10 | 3.53 |
Data as of 10/10/2025, Common starting date is 03/05/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPBIX (INFLATION-PROTECTED BOND FUND ADMINISTRATOR CLASS) |
-2.30%
Dec 2012 – Dec 2015 |
0.25%
Nov 2012 – Nov 2017 |
1.06%
Sep 2012 – Sep 2022 |
2.73%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPBIX (INFLATION-PROTECTED BOND FUND ADMINISTRATOR CLASS) |
11.41%
Nov 2008 – Nov 2011 |
7.91%
May 2007 – May 2012 |
5.83%
Apr 2003 – Apr 2013 |
4.49%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart