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PBPPX: INFLATION PROTECTION FUND R-5 (MUTUAL FUND)
Basic Info 7.56 0.04(0.53%) June 05
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (76%) |
| Start Date: | 03/30/2005 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 4.49% |
| Expenses | 1.27% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/11/2006 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | 0.9 | 4.1 | 3.2 | -0.1 | 1.9 | 1.8 | 1.6 | 1.5 | 6.5 | -1.9 | 3.3 | -12.4 | 2.0 | 10.4 | 7.7 | -1.8 | 2.6 | 3.7 | -2.4 | 2.7 | -8.5 | 6.8 | 12.1 | 6.8 | 6.3 | -18.2 | 5.8 | -0.5 | 3.4 |
| Sharpe Ratio | NA | -0.09 | 0.44 | 0.0 | -0.44 | 0.04 | NA | NA | 0.05 | 0.87 | -1.45 | -0.15 | -1.58 | 0.38 | 1.34 | 1.66 | -1.01 | 0.59 | 0.78 | -0.44 | 0.65 | -1.49 | 1.53 | 1.87 | 1.18 | 0.68 | -1.66 | 0.43 | -0.86 | 0.45 |
| Draw Down(%) | NA | 2.0 | 2.0 | 4.8 | 17.3 | 17.3 | NA | NA | 25.9 | 3.0 | 6.9 | 6.5 | 14.3 | 4.4 | 9.8 | 2.2 | 3.3 | 1.8 | 4.5 | 5.9 | 3.8 | 10.3 | 2.2 | 3.0 | 5.1 | 8.1 | 25.9 | 5.3 | 3.7 | 3.4 |
| Standard Deviation(%) | NA | 3.5 | 3.4 | 4.8 | 6.1 | 5.4 | NA | NA | 6.1 | 4.3 | 5.8 | 6.8 | 8.7 | 5.2 | 7.5 | 3.8 | 3.1 | 3.4 | 4.4 | 5.5 | 4.1 | 5.7 | 4.5 | 6.5 | 5.7 | 9.1 | 11.5 | 6.6 | 4.4 | 4.9 |
| Treynor Ratio | NA | 0.0 | 0.02 | 0.0 | -0.03 | 0.0 | NA | NA | 0.0 | 0.05 | -0.08 | -0.01 | -0.14 | 0.02 | 0.11 | 0.07 | -0.04 | 0.02 | 0.04 | -0.03 | 0.03 | -0.09 | 0.07 | 0.14 | 0.07 | 0.06 | -0.2 | 0.03 | -0.04 | 0.02 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | -0.07 | -0.02 | 0.0 | 0.0 |
| Beta | NA | 0.94 | 0.93 | 0.98 | 0.97 | 0.94 | NA | NA | 0.95 | 0.77 | 1.02 | 0.98 | 0.98 | 0.86 | 0.92 | 0.87 | 0.86 | 0.84 | 0.88 | 0.91 | 0.83 | 0.91 | 0.91 | 0.86 | 0.92 | 1.08 | 0.97 | 1.04 | 0.96 | 0.97 |
| RSquared | NA | 0.89 | 0.88 | 0.94 | 0.9 | 0.85 | NA | NA | 0.83 | 0.75 | 0.64 | 0.97 | 0.96 | 0.57 | 0.76 | 0.79 | 0.73 | 0.78 | 0.78 | 0.86 | 0.81 | 0.86 | 0.85 | 0.83 | 0.88 | 0.83 | 0.77 | 0.79 | 0.94 | 0.96 |
| Yield(%) | N/A | 0.0 | 4.5 | 3.6 | 3.5 | 2.8 | 2.3 | 2.4 | N/A | 4.6 | 3.3 | 3.1 | 5.2 | 4.0 | 1.0 | 1.7 | 2.9 | 2.0 | 0.8 | 0.7 | 1.3 | 1.7 | 0.5 | 2.8 | 1.6 | 0.5 | 6.1 | 7.1 | 2.9 | 4.8 |
| Dividend Growth(%) | N/A | -100.0 | 39.8 | -10.8 | 137.6 | N/A | N/A | N/A | N/A | 39.8 | 4.3 | -50.0 | 26.1 | 331.4 | -37.2 | -42.7 | 42.2 | 147.1 | 7.9 | -43.2 | -29.7 | 276.2 | -81.2 | 83.6 | 212.8 | -93.1 | -15.7 | 136.5 | -39.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/11/2006
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