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IPBCX: INFLATION-PROTECTED BOND FUND CLASS C (MUTUAL FUND)
Basic Info
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (48%) |
| Start Date: | 03/06/2003 |
| Last Dividend Date: | 09/24/2025 |
| 12-Mo. Yield | 2.26% |
| Expenses | 0.40% |
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Performance Analytics (As of 11/19/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | 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(%) | -1.2 | 8.0 | 7.1 | 3.5 | 3.4 | 2.7 | 3.1 | 3.1 | 9.0 | 7.4 | 4.5 | -10.8 | 6.9 | 7.6 | 9.1 | -4.9 | 3.2 | 5.2 | -1.4 | 2.1 | -10.1 | 5.5 | 11.6 | 5.2 | 8.4 | -3.4 | 10.2 | -0.9 | 1.3 | 6.5 | 2.5 |
| Sharpe Ratio | NA | 0.69 | 0.53 | 0.18 | 0.33 | NA | NA | 0.32 | 1.05 | 0.48 | 0.15 | -1.5 | 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 |
| Draw Down(%) | NA | 5.4 | 5.6 | 13.8 | 13.8 | NA | NA | 15.5 | 4.5 | 4.3 | 5.6 | 13.8 | 2.2 | 11.4 | 1.7 | 5.8 | 2.2 | 4.7 | 6.2 | 4.3 | 11.2 | 2.3 | 4.0 | 5.4 | 4.1 | 15.5 | 3.4 | 4.3 | 3.3 | 6.6 | 7.3 |
| Standard Deviation(%) | NA | 7.2 | 6.9 | 6.6 | 5.7 | NA | NA | 6.1 | 7.0 | 7.7 | 5.8 | 8.2 | 3.8 | 7.0 | 3.3 | 3.2 | 3.3 | 4.6 | 4.6 | 4.4 | 5.9 | 4.7 | 7.0 | 6.0 | 8.0 | 10.4 | 5.7 | 4.7 | 5.0 | 6.1 | 7.3 |
| Treynor Ratio | NA | 0.07 | 0.05 | 0.01 | 0.02 | NA | NA | 0.02 | 0.11 | 0.04 | 0.01 | -0.14 | 0.1 | 0.11 | 0.11 | -0.1 | 0.03 | 0.06 | -0.02 | 0.02 | -0.1 | 0.05 | 0.12 | 0.05 | 0.08 | -0.05 | 0.07 | -0.04 | -0.01 | 0.06 | 0.02 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | NA | NA | 0.0 | 0.02 | 0.02 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | -0.02 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 |
| Beta | NA | 0.74 | 0.79 | 0.8 | 0.77 | NA | NA | 0.89 | 0.67 | 0.91 | 0.77 | 0.85 | 0.7 | 0.68 | 0.69 | 0.64 | 0.77 | 0.84 | 0.68 | 0.93 | 0.99 | 1.01 | 0.99 | 1.0 | 0.99 | 0.92 | 0.98 | 1.01 | 0.95 | 0.97 | 0.98 |
| RSquared | NA | 0.21 | 0.4 | 0.53 | 0.54 | NA | NA | 0.75 | 0.18 | 0.29 | 0.8 | 0.82 | 0.71 | 0.47 | 0.68 | 0.38 | 0.71 | 0.67 | 0.66 | 0.87 | 0.96 | 0.93 | 0.94 | 0.91 | 0.91 | 0.83 | 0.92 | 0.92 | 0.87 | 0.92 | 0.94 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.9 | 1.6 | 3.0 | 4.3 | 3.3 | 1.0 | 1.6 | 1.6 | 1.3 | 0.8 | 1.7 | 1.6 | 5.1 | 5.2 | 3.9 | 1.4 | 1.3 | 3.6 | 4.3 | 2.4 | 5.5 | 3.1 | 2.8 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 22.7 | -45.2 | -40.2 | 36.3 | 243.9 | -33.2 | -1.7 | 24.5 | 76.3 | -57.3 | 6.5 | -73.1 | -2.7 | 45.5 | 186.5 | 20.5 | -67.9 | -11.6 | 72.1 | -57.7 | 86.2 | 8.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/28/2003
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