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

Fund Info

ISIN

US0249327745

CUSIP

24932774

Inception Date

May 31, 2005

Region

North America (U.S.)

Min. Investment

$2,500

Asset Class

Bond

Expense Ratio

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


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.


Performance

Performance Chart


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Returns By Period

American Century Short Duration Inflation Protection Bond Fund Investor Class (APOIX) returned 3.53% year-to-date (YTD) and 6.98% over the past 12 months. Over the past 10 years, APOIX returned 2.71% annually, underperforming the S&P 500 benchmark at 10.46%.


APOIX

YTD

3.53%

1M

0.86%

6M

3.45%

1Y

6.98%

5Y*

3.69%

10Y*

2.71%

^GSPC (Benchmark)

YTD

-3.77%

1M

7.44%

6M

-5.60%

1Y

8.37%

5Y*

14.12%

10Y*

10.46%

*Annualized

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
20250.98%1.36%0.96%0.76%-0.57%3.53%
20240.40%-0.40%0.60%-0.40%1.10%0.63%0.98%0.58%1.06%-0.67%0.48%-0.27%4.15%
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%1.29%-0.55%-0.28%0.18%-1.90%2.07%-1.66%-3.47%0.97%0.58%-1.05%-4.57%
20210.66%0.00%0.65%1.11%0.82%-0.05%1.55%0.09%0.00%0.81%0.18%0.32%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%0.19%-0.20%0.40%-0.20%-0.49%-0.00%1.63%1.81%
20170.59%0.10%0.19%-0.00%-0.10%-0.57%0.39%0.29%-0.20%0.10%-0.29%0.23%0.73%
20160.75%0.10%1.30%0.10%-0.29%1.19%-0.10%-0.29%0.79%0.00%-0.58%0.42%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%-0.39%-0.00%-0.97%0.00%-0.19%-1.50%-1.73%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 96, APOIX is among the top 4% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of APOIX is 9696
Overall Rank
The Sharpe Ratio Rank of APOIX is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of APOIX is 9696
Sortino Ratio Rank
The Omega Ratio Rank of APOIX is 9595
Omega Ratio Rank
The Calmar Ratio Rank of APOIX is 9696
Calmar Ratio Rank
The Martin Ratio Rank of APOIX is 9696
Martin 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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

American Century Short Duration Inflation Protection Bond Fund Investor Class Sharpe ratios as of May 11, 2025 (values are recalculated daily):

  • 1-Year: 2.73
  • 5-Year: 1.11
  • 10-Year: 0.95
  • All Time: 0.57

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of American Century Short Duration Inflation Protection Bond Fund Investor Class compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

American Century Short Duration Inflation Protection Bond Fund Investor Class provided a 2.24% dividend yield over the last twelve months, with an annual payout of $0.24 per share.


0.00%1.00%2.00%3.00%4.00%5.00%$0.00$0.10$0.20$0.30$0.40$0.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.24$0.24$0.28$0.49$0.43$0.09$0.17$0.40$0.15$0.06$0.00$0.11

Dividend yield

2.24%2.32%2.78%4.91%3.92%0.81%1.69%4.00%1.52%0.56%0.00%1.13%

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
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.23$0.24
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$0.44$0.49
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$0.03$0.00$0.00$0.00$0.00$0.00$0.09$0.11

Drawdowns

Drawdowns Chart

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.


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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 0.57%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-14.54%Mar 11, 2008180Nov 24, 2008211Sep 28, 2009391
-9.31%Nov 8, 20111032Dec 16, 2015882Jun 20, 20191914
-6.58%Mar 14, 2022140Sep 30, 2022459Jul 31, 2024599
-6.57%Nov 5, 201067Feb 10, 201176Jun 1, 2011143
-5.6%Mar 6, 202010Mar 19, 202066Jun 23, 202076

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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