American Century Short Duration Inflation Protection Bond Fund Investor Class (APOIX)
Fund Info
| ISIN | US0249327745 |
|---|---|
| CUSIP | 24932774 |
| Issuer | American Century Investments |
| Inception Date | May 31, 2005 |
| Region | North America (U.S.) |
| Category | Inflation-Protected Bonds |
| Min. Investment | $2,500 |
| Home Page | www.americancentury.com |
| Asset Class | Bond |
Expense Ratio
APOIX features an expense ratio of 0.57%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in American Century Short Duration Inflation Protection Bond Fund Investor Class, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
American Century Short Duration Inflation Protection Bond Fund Investor Class had a return of 2.34% year-to-date (YTD) and 4.86% in the last 12 months. Over the past 10 years, American Century Short Duration Inflation Protection Bond Fund Investor Class had an annualized return of 2.07%, while the S&P 500 had an annualized return of 10.58%, indicating that American Century Short Duration Inflation Protection Bond Fund Investor Class did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 2.34% | 13.20% |
| 1 month | 0.49% | -1.28% |
| 6 months | 2.24% | 10.32% |
| 1 year | 4.86% | 18.23% |
| 5 years (annualized) | 2.92% | 12.31% |
| 10 years (annualized) | 2.07% | 10.58% |
Monthly Returns
The table below presents the monthly returns of APOIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.40% | -0.40% | 0.60% | -0.40% | 1.10% | 0.63% | 2.34% | ||||||
| 2023 | 0.91% | -0.50% | 2.11% | 0.10% | -1.08% | -0.58% | 0.40% | 0.00% | -0.40% | 0.20% | 1.30% | 1.35% | 3.83% |
| 2022 | -0.73% | 1.29% | -0.55% | -0.28% | 0.19% | -1.90% | 2.07% | -1.66% | -3.47% | 0.97% | 0.58% | -0.34% | -3.89% |
| 2021 | 0.66% | 0.00% | 0.65% | 1.11% | 0.83% | -0.05% | 1.55% | 0.09% | 0.00% | 0.81% | 0.18% | 0.31% | 6.30% |
| 2020 | 0.49% | 0.29% | -2.82% | 1.40% | 0.99% | 1.15% | 0.97% | 1.25% | -0.28% | -0.19% | 0.67% | 1.12% | 5.07% |
| 2019 | 0.91% | 0.10% | 0.90% | 0.40% | 0.69% | 0.59% | -0.10% | 0.49% | -0.29% | 0.10% | 0.10% | 0.81% | 4.77% |
| 2018 | -0.20% | -0.10% | 0.49% | -0.10% | 0.39% | 0.18% | -0.20% | 0.39% | -0.20% | -0.49% | 0.00% | 1.62% | 1.81% |
| 2017 | 0.59% | 0.10% | 0.19% | 0.00% | -0.10% | -0.58% | 0.39% | 0.29% | -0.19% | 0.10% | -0.29% | 0.23% | 0.73% |
| 2016 | 0.74% | 0.10% | 1.30% | 0.10% | -0.30% | 1.19% | -0.10% | -0.29% | 0.78% | 0.00% | -0.58% | 0.43% | 3.40% |
| 2015 | 1.20% | -0.20% | -0.30% | 0.70% | -0.20% | -0.20% | -0.30% | -0.40% | -0.30% | 0.10% | -0.20% | -0.40% | -0.50% |
| 2014 | 0.19% | 0.39% | -0.48% | 0.49% | 0.77% | -0.04% | -0.38% | -0.00% | -0.97% | -0.00% | -0.19% | -1.49% | -1.73% |
| 2013 | 0.28% | -0.09% | 0.28% | -0.47% | -1.33% | -1.48% | 0.78% | -0.58% | 0.49% | 0.29% | -0.10% | -0.36% | -2.28% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of APOIX is 82, placing it in the top 18% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for American Century Short Duration Inflation Protection Bond Fund Investor Class (APOIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
American Century Short Duration Inflation Protection Bond Fund Investor Class granted a 2.44% dividend yield in the last twelve months. The annual payout for that period amounted to $0.25 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.25 | $0.28 | $0.56 | $0.43 | $0.09 | $0.17 | $0.40 | $0.15 | $0.06 | $0.00 | $0.11 | $0.04 |
Dividend yield | 2.44% | 2.78% | 5.63% | 3.92% | 0.81% | 1.69% | 3.99% | 1.52% | 0.56% | 0.00% | 1.13% | 0.38% |
Monthly Dividends
The table displays the monthly dividend distributions for American Century Short Duration Inflation Protection Bond Fund Investor Class. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.28 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 | $0.56 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.43 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.09 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.34 | $0.40 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.15 |
| 2016 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.06 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.11 |
| 2013 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.04 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the American Century Short Duration Inflation Protection Bond Fund Investor Class. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the American Century Short Duration Inflation Protection Bond Fund Investor Class was 14.54%, occurring on Nov 24, 2008. Recovery took 211 trading sessions.
The current American Century Short Duration Inflation Protection Bond Fund Investor Class drawdown is 0.19%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.54% | Mar 11, 2008 | 180 | Nov 24, 2008 | 211 | Sep 28, 2009 | 391 |
| -6.58% | Mar 9, 2022 | 143 | Sep 30, 2022 | 437 | Jun 28, 2024 | 580 |
| -5.61% | Nov 5, 2010 | 67 | Feb 10, 2011 | 47 | Apr 19, 2011 | 114 |
| -5.6% | Mar 6, 2020 | 10 | Mar 19, 2020 | 66 | Jun 23, 2020 | 76 |
| -5.25% | Jun 2, 2005 | 271 | Jun 28, 2006 | 44 | Aug 31, 2006 | 315 |
Volatility
Volatility Chart
The current American Century Short Duration Inflation Protection Bond Fund Investor Class volatility is 0.49%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.