Inflation-Protected Bond
Category |
Growth of 10k
06-18-13
Barclays US Agg Bond TR USD
Inflation-Protected Bond
| Top Decile Average Return | 14.94 | 9.42 | 6.55 | 2.48 | 8.95 | -0.14 | 16.33 | 12.70 | 11.73 | 10.09 | |
| Bottom Decile Average Return | 3.33 | 5.06 | 2.62 | -0.95 | 5.60 | -12.80 | 2.70 | 4.53 | 3.87 | 3.70 | |
| Total Return % | 7.15 | 7.48 | 2.09 | 0.09 | 9.86 | -4.08 | 10.88 | 5.94 | 10.93 | 6.45 | |
| +/-Barclays US Agg Bond TR USD | 3.05 | 3.14 | -0.34 | -4.24 | 2.89 | -9.32 | 4.95 | -0.60 | 3.09 | 2.24 | |
| +/-Barclays US Treasury US TIPS TR USD | -1.25 | -0.98 | -0.75 | -0.32 | -1.78 | -1.73 | -0.53 | -0.37 | -2.63 | -0.53 | |
| Expense Ratio % | 0.80 | 0.76 | 0.84 | 0.85 | 0.85 | 0.83 | 0.82 | 0.84 | 0.84 | 0.83 | |
| Income Ratio % | 4.23 | 2.67 | 3.90 | 4.45 | 3.48 | 5.06 | 1.10 | 2.30 | 2.85 | 1.72 | |
| Turnover Ratio % | 154 | 192 | 186 | 171 | 201 | 214 | 184 | 159 | 150 | 129 | |
| Net Assets $bil | 0.41 | 0.34 | 0.32 | 0.29 | 0.30 | 0.35 | 0.51 | 0.52 | 0.61 | 0.63 |
Category Leaders
| 5 Yr Returns | ||
|---|---|---|
| PIMCO Real Return Ass | 8.54 | |
| Pacific Select Inflat | 6.56 | |
| Pacific Select Inflat | 6.56 | |
| PIMCO Real Return Ins | 6.29 | |
| PIMCO VIT Real Return | 6.26 | |
Largest Buys
| Value $mil | ||
|---|---|---|
| Alcoa Inc | 0.0 | |
| Alpha Natural Resources Inc | 0.0 | |
| American Capital Agency Corp. | 0.0 | |
| American Capital Mortgage Investment Corp | 0.0 | |
| Anadarko Petroleum Corp | 0.0 | |
Largest Holdings
| % Net Assets | ||
|---|---|---|
| Environmental Sys Pro | 0.00 | |
| Barrick Gold Corporat | 0.00 | |
| Freeport-McMoRan Copp | 0.00 | |
| National Oilwell Varc | 0.00 | |
| Halliburton Company | 0.00 | |