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American Century Short Duration Inflation Protecti...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS0249327745
CUSIP24932774
IssuerAmerican Century Investments
Inception DateMay 31, 2005
RegionNorth America (U.S.)
CategoryInflation-Protected Bonds
Min. Investment$2,500
Home Pagewww.americancentury.com
Asset ClassBond

Expense Ratio

The American Century Short Duration Inflation Protection Bond Fund Investor Class has a high expense ratio of 0.57%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.57%

Share Price Chart


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American Century Short Duration Inflation Protection Bond Fund Investor Class

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.


100.00%150.00%200.00%250.00%300.00%350.00%OctoberNovemberDecember2024FebruaryMarch
71.46%
340.99%
APOIX (American Century Short Duration Inflation Protection Bond Fund Investor Class)
Benchmark (^GSPC)

S&P 500

Returns By Period

American Century Short Duration Inflation Protection Bond Fund Investor Class had a return of 0.60% year-to-date (YTD) and 2.28% 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 1.98%, while the S&P 500 had an annualized return of 10.89%, indicating that American Century Short Duration Inflation Protection Bond Fund Investor Class did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date0.60%10.16%
1 month0.90%3.47%
6 months3.49%22.20%
1 year2.28%30.45%
5 years (annualized)2.89%13.16%
10 years (annualized)1.98%10.89%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.40%-0.40%
20230.00%-0.40%0.20%1.30%1.35%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for American Century Short Duration Inflation Protection Bond Fund Investor Class (APOIX) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
APOIX
American Century Short Duration Inflation Protection Bond Fund Investor Class
0.49
^GSPC
S&P 500
2.79

Sharpe Ratio

The current American Century Short Duration Inflation Protection Bond Fund Investor Class Sharpe ratio is 0.49. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
0.49
2.79
APOIX (American Century Short Duration Inflation Protection Bond Fund Investor Class)
Benchmark (^GSPC)

Dividends

Dividend History

American Century Short Duration Inflation Protection Bond Fund Investor Class granted a 2.76% dividend yield in the last twelve months. The annual payout for that period amounted to $0.28 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.28$0.28$0.56$0.43$0.09$0.17$0.40$0.15$0.06$0.00$0.11$0.04

Dividend yield

2.76%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$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
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
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
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
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
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
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
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
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
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
2013$0.02$0.00$0.00$0.00$0.00$0.00$0.02

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-1.76%
0
APOIX (American Century Short Duration Inflation Protection Bond Fund Investor Class)
Benchmark (^GSPC)

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 1.76%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-14.54%Mar 11, 2008180Nov 24, 2008211Sep 28, 2009391
-6.58%Mar 9, 2022143Sep 30, 2022304Dec 15, 2023447
-5.61%Nov 5, 201067Feb 10, 201147Apr 19, 2011114
-5.6%Mar 6, 202010Mar 19, 202066Jun 23, 202076
-5.25%Jun 2, 2005271Jun 28, 200644Aug 31, 2006315

Volatility

Volatility Chart

The current American Century Short Duration Inflation Protection Bond Fund Investor Class volatility is 0.65%, 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.


1.00%2.00%3.00%4.00%5.00%OctoberNovemberDecember2024FebruaryMarch
0.65%
2.80%
APOIX (American Century Short Duration Inflation Protection Bond Fund Investor Class)
Benchmark (^GSPC)