ANBIX vs. RRPAX
Compare and contrast key facts about AB Bond Inflation Strategy (ANBIX) and SEI Institutional Investments Trust Real Return Fund (RRPAX).
ANBIX is managed by AllianceBernstein. It was launched on Jan 25, 2010. RRPAX is managed by SEI. It was launched on Dec 13, 2006.
Performance
ANBIX vs. RRPAX - Performance Comparison
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ANBIX vs. RRPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANBIX AB Bond Inflation Strategy | 0.47% | 7.52% | 3.20% | 5.20% | -8.50% | 6.35% | 9.35% | 9.29% | -0.76% | 2.93% |
RRPAX SEI Institutional Investments Trust Real Return Fund | 0.86% | 6.53% | 4.54% | 3.49% | -4.06% | 5.41% | 5.64% | 5.01% | 0.31% | 0.73% |
Returns By Period
In the year-to-date period, ANBIX achieves a 0.47% return, which is significantly lower than RRPAX's 0.86% return. Over the past 10 years, ANBIX has outperformed RRPAX with an annualized return of 3.63%, while RRPAX has yielded a comparatively lower 2.90% annualized return.
ANBIX
- 1D
- 0.00%
- 1M
- -0.29%
- YTD
- 0.47%
- 6M
- 0.51%
- 1Y
- 3.88%
- 3Y*
- 4.39%
- 5Y*
- 2.48%
- 10Y*
- 3.63%
RRPAX
- 1D
- 0.00%
- 1M
- -0.11%
- YTD
- 0.86%
- 6M
- 0.95%
- 1Y
- 3.81%
- 3Y*
- 4.34%
- 5Y*
- 3.04%
- 10Y*
- 2.90%
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ANBIX vs. RRPAX - Expense Ratio Comparison
ANBIX has a 0.59% expense ratio, which is higher than RRPAX's 0.02% expense ratio.
Return for Risk
ANBIX vs. RRPAX — Risk / Return Rank
ANBIX
RRPAX
ANBIX vs. RRPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Bond Inflation Strategy (ANBIX) and SEI Institutional Investments Trust Real Return Fund (RRPAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ANBIX | RRPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.44 | 1.67 | -0.22 |
Sortino ratioReturn per unit of downside risk | 2.17 | 2.50 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.37 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 2.99 | -1.04 |
Martin ratioReturn relative to average drawdown | 9.93 | 10.50 | -0.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ANBIX | RRPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.44 | 1.67 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.95 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 1.08 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.50 | +0.35 |
Correlation
The correlation between ANBIX and RRPAX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ANBIX vs. RRPAX - Dividend Comparison
ANBIX's dividend yield for the trailing twelve months is around 4.57%, which matches RRPAX's 4.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANBIX AB Bond Inflation Strategy | 4.57% | 4.93% | 3.86% | 4.55% | 6.47% | 4.70% | 2.22% | 3.19% | 3.39% | 2.05% | 2.13% | 1.61% |
RRPAX SEI Institutional Investments Trust Real Return Fund | 4.60% | 4.64% | 3.57% | 2.43% | 7.18% | 5.33% | 1.38% | 2.14% | 2.35% | 1.89% | 1.23% | 0.00% |
Drawdowns
ANBIX vs. RRPAX - Drawdown Comparison
The maximum ANBIX drawdown since its inception was -11.56%, smaller than the maximum RRPAX drawdown of -16.15%. Use the drawdown chart below to compare losses from any high point for ANBIX and RRPAX.
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Drawdown Indicators
| ANBIX | RRPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.56% | -16.15% | +4.59% |
Max Drawdown (1Y)Largest decline over 1 year | -2.09% | -1.35% | -0.74% |
Max Drawdown (5Y)Largest decline over 5 years | -10.85% | -6.48% | -4.37% |
Max Drawdown (10Y)Largest decline over 10 years | -11.56% | -6.48% | -5.08% |
Current DrawdownCurrent decline from peak | -0.48% | -0.43% | -0.05% |
Average DrawdownAverage peak-to-trough decline | -2.22% | -2.97% | +0.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.41% | 0.38% | +0.03% |
Volatility
ANBIX vs. RRPAX - Volatility Comparison
AB Bond Inflation Strategy (ANBIX) has a higher volatility of 0.85% compared to SEI Institutional Investments Trust Real Return Fund (RRPAX) at 0.70%. This indicates that ANBIX's price experiences larger fluctuations and is considered to be riskier than RRPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANBIX | RRPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.85% | 0.70% | +0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 1.35% | 1.20% | +0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.71% | 2.30% | +0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.49% | 3.23% | +1.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.03% | 2.69% | +1.34% |