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DIPIX: Delaware Inflation Protected Bond Inst (MUTUAL FUND)
Basic Info
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/07/2005 |
| Last Dividend Date: | 08/22/2014 |
| 12-Mo. Yield | 0.86% |
| Expenses | 0.57% |
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Performance Analytics (As of 06/15/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/07/2005 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | -2.6 | -4.5 | 1.0 | 3.1 | 3.2 | -0.7 | 0.5 | -13.0 | 5.8 | 9.8 | 6.2 | 11.0 | 0.2 | 11.5 | 0.7 | 3.3 |
| Sharpe Ratio | NA | -0.5 | -0.9 | 0.18 | 0.38 | 0.38 | -0.25 | 0.12 | -2.32 | 1.24 | 1.66 | 1.3 | 1.51 | -0.07 | 1.58 | -0.59 | 0.26 |
| Draw Down(%) | NA | 5.0 | 14.9 | 14.9 | 14.9 | 14.9 | 4.0 | 4.7 | 13.5 | 2.7 | 2.6 | 3.5 | 4.6 | 11.0 | 3.0 | 3.6 | 3.2 |
| Standard Deviation(%) | NA | 5.1 | 5.1 | 5.2 | 5.8 | 5.8 | 6.1 | 3.9 | 5.6 | 4.6 | 5.9 | 4.8 | 7.2 | 9.3 | 5.4 | 4.5 | 4.7 |
| Treynor Ratio | NA | -0.03 | -0.05 | 0.01 | 0.03 | 0.03 | -0.02 | 0.01 | -0.15 | 0.07 | 0.13 | 0.08 | 0.14 | -0.01 | 0.09 | -0.03 | 0.01 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.02 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.85 | 0.86 | 0.81 | 0.82 | 0.83 | 0.88 | 0.77 | 0.85 | 0.88 | 0.75 | 0.73 | 0.79 | 0.81 | 0.93 | 0.97 | 0.92 |
| RSquared | NA | 0.82 | 0.78 | 0.78 | 0.8 | 0.81 | 0.86 | 0.74 | 0.78 | 0.74 | 0.77 | 0.78 | 0.71 | 0.82 | 0.96 | 0.95 | 0.94 |
| Yield(%) | N/A | 0.9 | 3.2 | 4.5 | 4.5 | N/A | 0.0 | 1.7 | 0.0 | 9.9 | 6.6 | 5.6 | 2.3 | 5.8 | 4.8 | 3.9 | 5.6 |
| Dividend Growth(%) | N/A | 12.9 | -32.9 | 9.1 | N/A | N/A | -100.0 | N/A | -100.0 | 54.3 | 18.3 | 163.5 | -62.2 | 28.7 | 20.0 | -32.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/07/2005
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See Inflation-Protected Bond Asset Class Trend Rankings |
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