Inflation-Protected Bond
Category |
Growth of 10k
02-04-10
BarCap US Agg Bond TR USD
Inflation-Protected Bond
| Top Decile Averge Return | 14.25 | 9.53 | 18.03 | 9.23 | 9.26 | 3.76 | 2.26 | 11.75 | -0.12 | 19.25 | |
| Bottom Decile Average Return | 9.17 | 4.73 | 7.84 | 3.46 | 4.94 | 1.09 | -0.95 | 5.64 | -15.51 | 6.61 | |
| Total Return % | 12.36 | 7.27 | 14.81 | 7.15 | 7.48 | 2.09 | 0.09 | 9.86 | -4.08 | 10.88 | |
| +/-BarCap US Agg Bond TR USD | 0.73 | -1.17 | 4.56 | 3.05 | 3.14 | -0.34 | -4.24 | 2.89 | -9.32 | 4.95 | |
| +/-BarCap US Treasury US TIPS TR USD | -0.82 | -0.63 | -1.76 | -1.25 | -0.98 | -0.75 | -0.32 | -1.78 | -1.73 | -0.53 | |
| Expense Ratio % | 0.85 | 0.79 | 0.81 | 0.74 | 0.83 | 0.81 | 0.86 | 0.87 | 0.85 | 0.84 | |
| Income Ratio % | 5.93 | 6.02 | 3.37 | 3.33 | 3.46 | 2.69 | 4.06 | 4.29 | 3.80 | 4.57 | |
| Turnover Ratio % | 160 | 150 | 151 | 189 | 267 | 275 | 228 | 207 | 237 | 234 | |
| Net Assets $bil | 0.09 | 0.29 | 0.55 | 0.53 | 0.59 | 0.42 | 0.36 | 0.36 | 0.40 | 0.50 |
Category Leaders
| 5 Yr Returns | ||
|---|---|---|
| BlackRock Inflation Prted Bd BlackRock | 5.89 | |
| BlackRock Inflation Protected Bond Instl | 5.76 | |
| Franklin Real Return Adv | 5.50 | |
| PIMCO Real Return Instl | 5.48 | |
| BlackRock Inflation Protected Bond A | 5.47 | |
Largest Buys
| Value $mil | ||
|---|---|---|
| Simon Property Group, Inc. | 0.0 | |
| Vornado Realty Trust | 0.0 | |
| Alcoa Inc. | 0.0 | |
| AvalonBay Communities, Inc. | 0.0 | |
| Barrick Gold Corporation | 0.0 | |
Largest Holdings
| % Net Assets | ||
|---|---|---|
| Simon Property Group, Inc. | 0.00 | |
| UDR, Inc. | 0.00 | |
| Public Storage | 0.00 | |
| Barrick Gold Corporation | 0.00 | |
| Devon Energy Corporation | 0.00 | |
Largest Sells
| Value $mil | ||
|---|---|---|
| XTO Energy, Inc. | 0.0 | |
| Weatherford International Ltd | 0.0 | |
| Valero Energy Corporation | 0.0 | |
| United States Steel Corporation | 0.0 | |
| UDR, Inc. | 0.0 | |