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FNIHX: AMERICAN INDEPENDENCE U.S. INFLATION-PROTECTED FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/07/2007 |
| Last Dividend Date: | 11/15/2018 |
| 12-Mo. Yield | 2.61% |
| Expenses | 0.77% |
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Performance Analytics (As of 12/13/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/07/2007 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -3.7 | 0.6 | 0.4 | 3.0 | 2.7 | -4.1 | 2.5 | 4.0 | -2.0 | 2.6 | -9.1 | 6.1 | 13.8 | 5.7 | 10.8 | -0.8 | 5.0 |
| Sharpe Ratio | NA | -1.64 | -0.04 | -0.01 | 0.51 | 0.37 | -1.85 | 0.52 | 0.78 | -0.36 | 0.62 | -1.67 | 1.34 | 2.12 | 0.95 | 1.31 | -0.17 | 0.47 |
| Draw Down(%) | NA | 4.2 | 5.0 | 5.8 | 11.1 | 13.8 | 4.2 | 2.1 | 5.0 | 5.6 | 3.7 | 10.5 | 2.4 | 2.9 | 5.3 | 4.3 | 13.8 | 4.1 |
| Standard Deviation(%) | NA | 3.1 | 3.9 | 4.3 | 5.5 | 6.0 | 3.1 | 3.5 | 4.8 | 5.7 | 4.1 | 5.5 | 4.6 | 6.5 | 5.9 | 8.2 | 10.4 | 5.4 |
| Treynor Ratio | NA | -0.06 | 0.0 | 0.0 | 0.03 | 0.02 | -0.07 | 0.02 | 0.04 | -0.02 | 0.03 | -0.1 | 0.07 | 0.16 | 0.06 | 0.1 | -0.02 | 0.03 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | -0.02 |
| Beta | NA | 0.84 | 0.93 | 0.93 | 0.94 | 0.93 | 0.83 | 0.89 | 0.98 | 0.97 | 0.87 | 0.88 | 0.94 | 0.88 | 0.98 | 1.02 | 0.92 | 0.81 |
| RSquared | NA | 0.69 | 0.8 | 0.85 | 0.88 | 0.86 | 0.68 | 0.83 | 0.84 | 0.9 | 0.89 | 0.89 | 0.86 | 0.87 | 0.92 | 0.93 | 0.84 | 0.77 |
| Yield(%) | N/A | 2.6 | 1.5 | 1.1 | 3.4 | N/A | 1.5 | 2.0 | 0.8 | 0.1 | 0.8 | 0.0 | 5.3 | 8.6 | 7.3 | 5.1 | 1.5 | 0.0 |
| Dividend Growth(%) | N/A | 93.9 | -22.6 | -80.4 | N/A | N/A | -23.9 | 145.8 | 553.8 | -84.5 | 4100.0 | -99.7 | -34.9 | 15.2 | 53.9 | 222.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/07/2007
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See Inflation-Protected Bond Asset Class Trend Rankings |
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