It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
FSIYX: FIDELITY INFLATION-PROTECTED BOND INDEX FUND PREMIUM 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 | 1.42% |
| Expenses | 0.09% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 08/28/2020)
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 | 0.0 | -0.7 | 0.7 | 0.0 | -2.8 | 3.0 | 4.7 | -1.8 | 3.7 | -9.1 | 3.4 |
| Sharpe Ratio | NA | -1.03 | 0.23 | 0.15 | -0.06 | -1.52 | 0.66 | 0.99 | -0.32 | 0.84 | -1.55 | 1.23 |
| Draw Down(%) | NA | 3.2 | 4.6 | 5.4 | 11.1 | 3.2 | 2.0 | 4.6 | 5.4 | 3.3 | 10.6 | 2.2 |
| Standard Deviation(%) | NA | 3.0 | 3.8 | 4.3 | 4.6 | 3.0 | 3.6 | 4.5 | 5.5 | 4.3 | 5.9 | 4.7 |
| Treynor Ratio | NA | -0.03 | 0.01 | 0.01 | 0.0 | -0.05 | 0.02 | 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 | 0.98 | 0.93 | 0.97 | 0.98 | 0.99 | 0.93 | 0.99 | 1.0 |
| RSquared | NA | 0.89 | 0.93 | 0.94 | 0.94 | 0.88 | 0.93 | 0.96 | 0.98 | 0.89 | 0.97 | 0.9 |
| Yield(%) | N/A | 1.4 | 1.1 | 1.0 | N/A | 0.2 | 1.2 | 1.5 | 0.3 | 1.1 | 0.6 | 0.4 |
| Dividend Growth(%) | N/A | 10.2 | 45.1 | N/A | N/A | -80.7 | -18.5 | 371.0 | -69.3 | 77.2 | 26.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/24/2012
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Inflation-Protected Bond Asset Class Trend Rankings |
Top Rated Funds in Inflation-Protected Bond
Best Mutual Funds
- VIPSX (VANGUARD INFLATION-PROTECTED SECURITIES FUND INVESTOR SHARES) (98%)
- BPLBX (BlackRock Infl Prot bd Port BlackRock Cl) (96%)
- BPRIX (BlackRock Inflation Protected Bond Instl) (96%)
- HIPYX (THE HARTFORD INFLATION PLUS FUND CLASS Y) (95%)
- APISX (SHORT DURATION INFLATION PROTECTION BOND FUND R5 CLASS) (94%)
- AIANX (INFLATION-ADJUSTED BOND FUND R5 CLASS) (93%)
- ACITX (INFLATION-ADJUSTED BOND FUND INVESTOR CLASS) (92%)
- VAIPX (VANGUARD INFLATION-PROTECTED SECURITIES FUND ADMIRAL SHARES) (91%)
- VIPIX (VANGUARD INFLATION-PROTECTED SECURITIES FUND INSTITUTIONAL SHARES) (90%)
- APOIX (SHORT DURATION INFLATION PROTECTION BOND FUND INVESTOR CLASS) (89%)
Best ETFs
- TIP (iShares TIPS Bond ETF) (97%)
- SCHP (Schwab US TIPS ETF) (41%)
- STPZ (PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund) (38%)
- TIPZ (PIMCO Broad U.S. TIPS Index ETF) (37%)
- TDTF (FlexShares iBoxx 5 Year Target Duration TIPS Index Fund) (36%)
- TDTT (FlexShares iBoxx 3 Year Target Duration TIPS Index Fund) (35%)
- VTIP (Vanguard Short-Term Inflation-Protected Securities ETF) (4%)
Best Closed End Funds
- WIW (Western Asset Claymore Inflation Linked Opportunities and Income Closed Fund) (100%)
- WIA (Western Asset/Claymore Infl Linked Securities and Income Closed Fund) (99%)
