American Century Short Duration Inflation Protection Bond Fund Investor Class (APOIX)

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American Century Short Duration Inflation Protection Bond Fund Investor Class (APOIX) is up 1.2% since the beginning of the year. APOIX is currently trading at $10 per share. Investors who bought $1,000 worth of APOIX shares 5 years ago would now be looking at an investment worth $1,150.

American Century Short Duration Inflation Protection Bond Fund Investor Class (APOIX) has returned 1.19% so far this year and 3.16% over the past 12 months. Over the last ten years, APOIX has returned 3.01% per year, falling short of the S&P 500 Index benchmark, which averaged 13.71% annually.

Based on dividend-adjusted daily data since May 31, 2005, APOIX's average daily return is +0.01%, while the average monthly return is +0.26%. At this rate, an investment would double in approximately 22.2 years.

Historically, 59% of months were positive and 41% were negative. The best month was Dec 2008 with a return of +5.6%, while the worst month was Oct 2008 at -7.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, APOIX closed higher 39% of trading days. The best single day was Mar 18, 2009 with a return of +3.6%, while the worst single day was Oct 8, 2008 at -2.3%.

American Century Short Duration Inflation Protection Bond Fund Investor Class has an annualized alpha of 3.34%, beta of -0.02, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since May 31, 2005.

• This fund captured 9.96% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -0.43%) - a profile typical of hedging or uncorrelated assets.
• Beta of -0.02 may look defensive, but with R2 of 0.01 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R2 of 0.01 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

APOIX has an expense ratio of 0.57%, placing it in the medium range.

APOIX ranks 61 for risk / return — better than 61% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

American Century Short Duration Inflation Protection Bond Fund Investor Class provided a 4.67% dividend yield over the last twelve months, with an annual payout of $0.49 per share.

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.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

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 0.82%.

The chart below shows the rolling one-month volatility.