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FIPBX: FIDELITY INFLATION-PROTECTED BOND INDEX FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/24/2012 |
| Last Dividend Date: | 10/31/2018 |
| 12-Mo. Yield | 1.44% |
| Expenses | 0.06% |
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Performance Analytics (As of 11/12/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/24/2012 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -1.8 | 1.6 | 1.1 | 0.1 | -2.8 | 3.1 | 4.7 | -1.7 | 3.7 | -9.1 | 3.4 |
| Sharpe Ratio | NA | -1.04 | 0.24 | 0.16 | -0.05 | -1.53 | 0.67 | 1.01 | -0.32 | 0.84 | -1.54 | 1.25 |
| Draw Down(%) | NA | 3.2 | 4.5 | 5.4 | 11.1 | 3.2 | 2.0 | 4.5 | 5.4 | 3.4 | 10.6 | 2.2 |
| Standard Deviation(%) | NA | 3.0 | 3.8 | 4.3 | 4.6 | 3.0 | 3.6 | 4.5 | 5.5 | 4.4 | 5.9 | 4.6 |
| Treynor Ratio | NA | -0.03 | 0.01 | 0.01 | 0.0 | -0.05 | 0.03 | 0.05 | -0.02 | 0.04 | -0.09 | 0.06 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.94 | 0.97 | 0.97 | 0.97 | 0.93 | 0.96 | 0.98 | 0.98 | 0.94 | 0.99 | 0.98 |
| RSquared | NA | 0.89 | 0.93 | 0.94 | 0.94 | 0.88 | 0.91 | 0.96 | 0.98 | 0.91 | 0.97 | 0.88 |
| Yield(%) | N/A | 1.4 | 1.2 | 1.1 | N/A | 0.3 | 1.3 | 1.6 | 0.4 | 1.1 | 0.6 | 0.5 |
| Dividend Growth(%) | N/A | 5.3 | 48.1 | N/A | N/A | -80.0 | -17.9 | 347.1 | -67.3 | 73.3 | 30.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/24/2012
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See Inflation-Protected Bond Asset Class Trend Rankings |
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