FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A (FIPAX)

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A started on 10/07/2002
FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A is classified as asset class Inflation-Protected Bond
FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A expense ratio is 0.76%
FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A rating is
Not Rated

Dividends


FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A (FIPAX) Dividend Info

FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A (FIPAX) dividend growth in the last 12 months is 144.36%

The trailing 12-month yield of FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A is 5.27%. its dividend history:

Pay Date Cash Amount
Aug 22, 2018 $0.381
May 11, 2018 $0.052
Dec 26, 2017 $0.195
May 12, 2017 $0.079
Dec 23, 2016 $0.178
May 13, 2016 $0.009
Dec 23, 2015 $0.047
May 15, 2015 $0.049
Dec 22, 2014 $0.192
May 02, 2014 $0.077
Dec 20, 2013 $0.24
Dec 21, 2012 $0.196
May 31, 2012 $0.001
May 11, 2012 $0.018
Apr 30, 2012 $0.001
Mar 30, 2012 $0.001
Feb 29, 2012 $0.001
Jan 31, 2012 $0.001
Dec 30, 2011 $0.001
Dec 16, 2011 $0.215
Nov 30, 2011 $0.001
Oct 31, 2011 $0.002
Sep 30, 2011 $0.002
Aug 31, 2011 $0.004
Jul 29, 2011 $0.005
Jun 30, 2011 $0.005
May 31, 2011 $0.006
May 11, 2011 $0.057
Apr 29, 2011 $0.005
Mar 31, 2011 $0.006
Feb 28, 2011 $0.006
Jan 31, 2011 $0.008
Dec 31, 2010 $0.008
Dec 17, 2010 $0.082
Nov 30, 2010 $0.008
Oct 29, 2010 $0.008
Sep 30, 2010 $0.008
Aug 31, 2010 $0.008
Jul 30, 2010 $0.008
Jun 30, 2010 $0.008
Jun 11, 2010 $0.015
May 28, 2010 $0.009
Mar 31, 2010 $0.009
Feb 26, 2010 $0.007
Jan 29, 2010 $0.008
Dec 31, 2009 $0.008
Dec 18, 2009 $0.22
Nov 30, 2009 $0.008
Oct 30, 2009 $0.009
Sep 30, 2009 $0.008
Aug 31, 2009 $0.008
Jul 31, 2009 $0.008
Jun 30, 2009 $0.008
May 29, 2009 $0.008
Dec 31, 2008 $0.009
Dec 26, 2008 $0.038
Nov 28, 2008 $0.01
Oct 31, 2008 $0.01
Sep 30, 2008 $0.01
Aug 29, 2008 $0.01
Jul 31, 2008 $0.01
Jun 30, 2008 $0.01
Jun 06, 2008 $0.12
May 30, 2008 $0.01
Apr 30, 2008 $0.009
Mar 31, 2008 $0.012
Feb 29, 2008 $0.012
Jan 31, 2008 $0.015
Dec 31, 2007 $0.017
Dec 21, 2007 $0.255
Nov 30, 2007 $0.017
Oct 31, 2007 $0.019
Sep 28, 2007 $0.018
Aug 31, 2007 $0.019
Jul 31, 2007 $0.019
Jun 29, 2007 $0.019
Jun 01, 2007 $0.095
May 31, 2007 $0.019
Apr 30, 2007 $0.018
Mar 30, 2007 $0.014
Feb 28, 2007 $0.008
Jan 31, 2007 $0.012
Dec 29, 2006 $0.02
Dec 22, 2006 $0.092
Nov 30, 2006 $0.019
Oct 31, 2006 $0.02
Sep 29, 2006 $0.019
Aug 31, 2006 $0.02
Jul 31, 2006 $0.02
Jun 30, 2006 $0.02
May 31, 2006 $0.019
Apr 28, 2006 $0.018
Mar 31, 2006 $0.018
Feb 28, 2006 $0.015
Jan 31, 2006 $0.014
Dec 30, 2005 $0.014
Dec 02, 2005 $0.39
Nov 30, 2005 $0.014
Oct 31, 2005 $0.012
Sep 30, 2005 $0.01
Aug 31, 2005 $0.01
Jul 29, 2005 $0.01
Jun 30, 2005 $0.01
Jun 03, 2005 $0.11
May 31, 2005 $0.01
Apr 29, 2005 $0.01
Mar 31, 2005 $0.009
Feb 28, 2005 $0.009
Jan 31, 2005 $0.012
Dec 31, 2004 $0.012
Dec 10, 2004 $0.22
Nov 30, 2004 $0.011
Oct 29, 2004 $0.012
Sep 30, 2004 $0.011
Aug 31, 2004 $0.011
Jul 30, 2004 $0.012
Jun 30, 2004 $0.012
Jun 04, 2004 $0.115
May 28, 2004 $0.012
Apr 30, 2004 $0.011
Mar 31, 2004 $0.011
Feb 27, 2004 $0.011
Jan 30, 2004 $0.052
Dec 31, 2003 $0.012
Dec 12, 2003 $0.131
Nov 28, 2003 $0.012
Oct 31, 2003 $0.013
Sep 30, 2003 $0.013
Aug 29, 2003 $0.014
Jul 31, 2003 $0.013

Dividend Growth History for FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A (FIPAX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2018
2018 $0.433 3.68% 58.03% -
2017 $0.274 2.32% 46.52% 58.03%
2016 $0.187 1.62% 94.79% 52.17%
2015 $0.096 0.80% -64.31% 65.22%
2014 $0.269 2.27% 12.08% 12.64%
2013 $0.24 1.81% 9.59% 12.53%
2012 $0.219 1.72% -32.20% 12.03%
2011 $0.323 2.79% 73.66% 4.28%
2010 $0.186 1.66% -34.74% 11.14%
2009 $0.285 2.76% 0.00% 4.76%
2008 $0.285 2.56% -48.09% 4.27%
2007 $0.549 5.13% 74.84% -2.13%
2006 $0.314 2.86% -50.16% 2.71%
2005 $0.63 5.55% 22.81% -2.84%
2004 $0.513 4.69% 146.63% -1.20%
2003 $0.208 1.98% - 5.01%

Dividend Growth Chart for FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A (FIPAX)

FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A (FIPAX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A (FIPAX) Historical Returns And Risk Info

From 10/07/2002 to 08/29/2018, the compound annualized total return (dividend reinvested) of FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A (FIPAX) is 3.209%. Its cumulative total return (dividend reinvested) is 65.134%.

From 10/07/2002 to 08/29/2018, the Maximum Drawdown of FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A (FIPAX) is 15.3%.

From 10/07/2002 to 08/29/2018, the Sharpe Ratio of FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A (FIPAX) is 0.36.

From 10/07/2002 to 08/29/2018, the Annualized Standard Deviation of FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A (FIPAX) is 6.1%.

From 10/07/2002 to 08/29/2018, the Beta of FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A (FIPAX) is 0.97.

The return data shown below all have the same latest date: 08/29/2018.
AR inception is since 10/07/2002.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
FIPAX (FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A) NA 0.68% 1.57% 1.13% 2.27% 3.36% NA 3.40%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 21.25% 16.10% 14.38% 10.77% 9.43% 7.64% 11.38%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 8.61% 8.04% 7.29% 6.10% 6.61% 6.41% 8.06%

Return Calculator for FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A (FIPAX)

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FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A (FIPAX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A (FIPAX)

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Retirement Spending Calculator for FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A (FIPAX)

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Rolling Returns


FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A (FIPAX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 10/07/2002 to 08/29/2018, the worst annualized return of 3-year rolling returns for FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A (FIPAX) is -3.18%.
From 10/07/2002 to 08/29/2018, the worst annualized return of 5-year rolling returns for FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A (FIPAX) is -0.92%.
From 10/07/2002 to 08/29/2018, the worst annualized return of 10-year rolling returns for FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A (FIPAX) is 1.98%.
From 10/07/2002 to 08/29/2018, the worst annualized return of 20-year rolling returns for FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A (FIPAX) is NA.

Drawdowns


FIDELITY INFLATION-PROTECTED BOND FUND FIDELITY ADVISOR INFLATION-PROTECTED BOND FUND: CLASS A (FIPAX) Maximum Drawdown




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