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PIPIX: INFLATION PROTECTION FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 7.75 0.04(0.51%) June 05
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (44%) |
| Start Date: | 03/30/2005 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 4.65% |
| Expenses | 0.39% |
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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 01/12/2006 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 1.0 | 4.4 | 3.5 | 0.1 | 2.1 | 2.1 | 1.8 | 1.7 | 1.9 | 1.7 | 3.5 | -12.1 | 2.2 | 10.6 | 8.1 | -1.6 | 3.0 | 3.8 | -2.2 | 3.2 | -8.4 | 7.1 | 12.4 | 6.8 | 6.6 | -18.0 | 6.1 | -1.4 | 3.5 |
| Sharpe Ratio | NA | -0.02 | 0.54 | 0.05 | -0.39 | 0.08 | NA | NA | 0.09 | 0.89 | -0.43 | -0.02 | -1.54 | 0.44 | 1.37 | 1.73 | -0.92 | 0.71 | 0.8 | -0.4 | 0.78 | -1.46 | 1.57 | 1.92 | 1.17 | 0.73 | -1.64 | 0.45 | -1.07 | 0.46 |
| Draw Down(%) | NA | 1.9 | 1.9 | 4.7 | 16.9 | 16.9 | NA | NA | 25.7 | 3.0 | 3.7 | 6.4 | 14.1 | 4.3 | 9.9 | 2.3 | 3.3 | 1.9 | 4.5 | 5.8 | 3.6 | 10.2 | 2.1 | 2.9 | 5.1 | 8.0 | 25.7 | 5.2 | 4.7 | 3.3 |
| Standard Deviation(%) | NA | 3.5 | 3.3 | 4.8 | 6.1 | 5.5 | NA | NA | 6.1 | 4.3 | 4.5 | 6.8 | 8.8 | 5.0 | 7.5 | 3.8 | 3.2 | 3.4 | 4.5 | 5.5 | 4.1 | 5.7 | 4.5 | 6.4 | 5.8 | 9.0 | 11.5 | 6.6 | 4.5 | 4.9 |
| Treynor Ratio | NA | 0.0 | 0.02 | 0.0 | -0.02 | 0.0 | NA | NA | 0.01 | 0.05 | -0.02 | 0.0 | -0.14 | 0.03 | 0.11 | 0.08 | -0.03 | 0.03 | 0.04 | -0.02 | 0.04 | -0.09 | 0.08 | 0.14 | 0.07 | 0.06 | -0.19 | 0.03 | -0.05 | 0.02 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | -0.01 | 0.01 | 0.0 | 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 | -0.01 | 0.0 |
| Beta | NA | 0.96 | 0.93 | 0.98 | 0.97 | 0.94 | NA | NA | 0.95 | 0.76 | 0.97 | 0.98 | 0.98 | 0.85 | 0.93 | 0.87 | 0.92 | 0.83 | 0.9 | 0.92 | 0.83 | 0.91 | 0.92 | 0.85 | 0.94 | 1.06 | 0.97 | 1.04 | 0.96 | 0.98 |
| RSquared | NA | 0.91 | 0.9 | 0.95 | 0.91 | 0.85 | NA | NA | 0.83 | 0.72 | 0.95 | 0.97 | 0.95 | 0.59 | 0.77 | 0.79 | 0.75 | 0.78 | 0.79 | 0.85 | 0.8 | 0.86 | 0.85 | 0.82 | 0.89 | 0.82 | 0.77 | 0.79 | 0.92 | 0.96 |
| Yield(%) | N/A | 0.0 | 4.6 | 3.8 | 3.7 | 3.0 | 2.5 | 2.5 | N/A | 4.8 | 3.4 | 3.6 | 5.3 | 4.1 | 1.2 | 1.9 | 2.9 | 2.1 | 0.9 | 0.8 | 1.4 | 1.7 | 0.7 | 3.0 | 1.7 | 0.6 | 6.3 | 7.4 | 2.0 | 5.0 |
| Dividend Growth(%) | N/A | -100.0 | 40.5 | -7.4 | 136.1 | 9.9 | N/A | N/A | N/A | 40.5 | -7.9 | -42.8 | 25.4 | 274.0 | -32.9 | -36.6 | 40.5 | 135.1 | 8.8 | -41.4 | -26.6 | 146.9 | -73.1 | 88.9 | 193.0 | -92.7 | -16.0 | 251.3 | -59.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/12/2006
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See Inflation-Protected Bond Asset Class Trend Rankings |
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