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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

APOIX has a high expense ratio of 0.57%, indicating higher-than-average management fees.


Expense ratio chart for APOIX: current value at 0.57% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.57%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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%December2024FebruaryMarchAprilMay
72.14%
345.21%
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 1.00% year-to-date (YTD) and 3.71% 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 1.90%, while the S&P 500 had an annualized return of 10.70%, indicating that American Century Short Duration Inflation Protection Bond Fund Investor Class did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date1.00%11.21%
1 month0.70%4.01%
6 months2.77%16.58%
1 year3.71%26.14%
5 years (annualized)2.85%13.81%
10 years (annualized)1.90%10.70%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.40%-0.40%0.60%-0.40%1.00%
20230.91%-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%1.30%-0.55%-0.28%0.18%-1.90%2.07%-1.66%-3.47%0.97%0.58%-0.34%-3.89%
20210.66%-0.00%0.65%1.11%0.82%-0.05%1.55%0.09%-0.00%0.81%0.18%0.31%6.30%
20200.49%0.29%-2.82%1.40%0.99%1.15%0.97%1.25%-0.28%-0.19%0.67%1.12%5.06%
20190.91%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%
20170.59%0.10%0.19%-0.00%-0.10%-0.58%0.39%0.29%-0.19%0.10%-0.29%0.23%0.73%
20160.74%0.10%1.30%0.10%-0.30%1.19%-0.10%-0.29%0.78%-0.00%-0.58%0.43%3.40%
20151.20%-0.20%-0.30%0.70%-0.20%-0.20%-0.30%-0.40%-0.30%0.10%-0.20%-0.40%-0.50%
20140.19%0.39%-0.48%0.49%0.77%-0.04%-0.38%-0.00%-0.97%0.00%-0.19%-1.49%-1.73%
20130.28%-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 rank of APOIX is 19, indicating that it is in the bottom 19% 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.


The Risk-Adjusted Performance Rank of APOIX is 1919
APOIX (American Century Short Duration Inflation Protection Bond Fund Investor Class)
The Sharpe Ratio Rank of APOIX is 1313Sharpe Ratio Rank
The Sortino Ratio Rank of APOIX is 1212Sortino Ratio Rank
The Omega Ratio Rank of APOIX is 1818Omega Ratio Rank
The Calmar Ratio Rank of APOIX is 3434Calmar Ratio Rank
The Martin Ratio Rank of APOIX is 1919Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


APOIX
Sharpe ratio
The chart of Sharpe ratio for APOIX, currently valued at 0.66, compared to the broader market-1.000.001.002.003.004.000.66
Sortino ratio
The chart of Sortino ratio for APOIX, currently valued at 0.99, compared to the broader market-2.000.002.004.006.008.0010.0012.000.99
Omega ratio
The chart of Omega ratio for APOIX, currently valued at 1.16, compared to the broader market1.002.003.004.001.16
Calmar ratio
The chart of Calmar ratio for APOIX, currently valued at 0.62, compared to the broader market0.002.004.006.008.0010.0012.0014.000.62
Martin ratio
The chart of Martin ratio for APOIX, currently valued at 2.16, compared to the broader market0.0020.0040.0060.0080.002.16
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.52, compared to the broader market-1.000.001.002.003.004.002.52
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.56, compared to the broader market-2.000.002.004.006.008.0010.0012.003.56
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.44, compared to the broader market1.002.003.004.001.44
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.04, compared to the broader market0.002.004.006.008.0010.0012.0014.002.04
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.59, compared to the broader market0.0020.0040.0060.0080.009.59

Sharpe Ratio

The current American Century Short Duration Inflation Protection Bond Fund Investor Class Sharpe ratio is 0.66. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of American Century Short Duration Inflation Protection Bond Fund Investor Class with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00December2024FebruaryMarchAprilMay
0.66
2.52
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 2.75% 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

2.75%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$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.


-5.00%-4.00%-3.00%-2.00%-1.00%0.00%December2024FebruaryMarchAprilMay
-1.37%
-0.31%
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 1.37%.


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 0.70%, 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%December2024FebruaryMarchAprilMay
0.70%
3.10%
APOIX (American Century Short Duration Inflation Protection Bond Fund Investor Class)
Benchmark (^GSPC)