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APOIX vs. VIPIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

APOIX vs. VIPIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Century Short Duration Inflation Protection Bond Fund Investor Class (APOIX) and Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, APOIX achieves a 1.38% return, which is significantly higher than VIPIX's 1.05% return. Over the past 10 years, APOIX has outperformed VIPIX with an annualized return of 3.04%, while VIPIX has yielded a comparatively lower 2.62% annualized return.


APOIX

1D
0.10%
1M
-0.16%
YTD
1.38%
6M
1.48%
1Y
3.45%
3Y*
4.70%
5Y*
2.96%
10Y*
3.04%

VIPIX

1D
0.21%
1M
0.43%
YTD
1.05%
6M
1.27%
1Y
4.07%
3Y*
3.84%
5Y*
1.08%
10Y*
2.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

APOIX vs. VIPIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
APOIX
American Century Short Duration Inflation Protection Bond Fund Investor Class
1.38%5.95%4.15%3.82%-3.89%6.30%5.06%4.77%1.81%0.73%
VIPIX
Vanguard Inflation-Protected Securities Fund Institutional Shares
1.05%6.98%1.85%3.85%-11.93%5.73%11.05%8.18%-1.40%2.97%

Correlation

The correlation between APOIX and VIPIX is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.68

Correlation (3Y)
Calculated over the trailing 3-year period

0.80

Correlation (5Y)
Calculated over the trailing 5-year period

0.81

Correlation (10Y)
Calculated over the trailing 10-year period

0.76

Correlation (All Time)
Calculated using the full available price history since May 31, 2005

0.81

The correlation between APOIX and VIPIX shifts across timeframes, from 0.68 (1 year) to 0.81 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

APOIX vs. VIPIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

APOIX
APOIX Risk / Return Rank: 7373
Overall Rank
APOIX Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
APOIX Sortino Ratio Rank: 6666
Sortino Ratio Rank
APOIX Omega Ratio Rank: 6565
Omega Ratio Rank
APOIX Calmar Ratio Rank: 9393
Calmar Ratio Rank
APOIX Martin Ratio Rank: 8787
Martin Ratio Rank

VIPIX
VIPIX Risk / Return Rank: 2626
Overall Rank
VIPIX Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
VIPIX Sortino Ratio Rank: 2323
Sortino Ratio Rank
VIPIX Omega Ratio Rank: 2020
Omega Ratio Rank
VIPIX Calmar Ratio Rank: 3636
Calmar Ratio Rank
VIPIX Martin Ratio Rank: 3030
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

APOIX vs. VIPIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Century Short Duration Inflation Protection Bond Fund Investor Class (APOIX) and Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


APOIXVIPIXDifference
Sharpe ratioReturn per unit of total volatility

+0.75

Sortino ratioReturn per unit of downside risk

+1.20

Omega ratioGain probability vs. loss probability

1.41

1.22

+0.19

Calmar ratioReturn relative to maximum drawdown

4.81

2.16

+2.65

Martin ratioReturn relative to average drawdown

15.37

6.48

+8.89

APOIX vs. VIPIX - Sharpe Ratio Comparison

The current APOIX Sharpe Ratio is 1.99, which is higher than the VIPIX Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of APOIX and VIPIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

APOIX vs. VIPIX - Drawdown Comparison

The maximum APOIX drawdown since its inception was -14.54%, roughly equal to the maximum VIPIX drawdown of -15.04%. Use the drawdown chart below to compare losses from any high point for APOIX and VIPIX.


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Drawdown Indicators


APOIXVIPIXDifference

Max Drawdown

Largest peak-to-trough decline

-14.54%

-15.04%

+0.50%

Max Drawdown (1Y)

Largest decline over 1 year

-0.76%

-2.00%

+1.24%

Max Drawdown (3Y)

Largest decline over 3 years

-1.42%

-4.46%

+3.04%

Max Drawdown (5Y)

Largest decline over 5 years

-6.58%

-14.33%

+7.75%

Max Drawdown (10Y)

Largest decline over 10 years

-6.58%

-14.33%

+7.75%

Current Drawdown

Current decline from peak

-0.63%

-0.64%

+0.01%

Average Drawdown

Average peak-to-trough decline

-1.99%

-3.35%

+1.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.24%

0.66%

-0.42%

Volatility

APOIX vs. VIPIX - Volatility Comparison

The current volatility for American Century Short Duration Inflation Protection Bond Fund Investor Class (APOIX) is 0.65%, while Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX) has a volatility of 1.24%. This indicates that APOIX experiences smaller price fluctuations and is considered to be less risky than VIPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


APOIXVIPIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.65%

1.24%

-0.59%

Volatility (6M)

Calculated over the trailing 6-month period

1.34%

2.54%

-1.20%

Volatility (1Y)

Calculated over the trailing 1-year period

1.84%

3.48%

-1.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.31%

6.02%

-2.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.85%

5.37%

-2.52%

APOIX vs. VIPIX - Expense Ratio Comparison

APOIX has a 0.57% expense ratio, which is higher than VIPIX's 0.07% expense ratio.


Dividends

APOIX vs. VIPIX - Dividend Comparison

APOIX's dividend yield for the trailing twelve months is around 4.67%, more than VIPIX's 4.54% yield.


PositionTTM20252024202320222021202020192018201720162015
APOIX
American Century Short Duration Inflation Protection Bond Fund Investor Class
4.67%3.99%2.31%2.78%5.63%3.92%0.81%1.69%3.99%1.52%0.42%0.00%
VIPIX
Vanguard Inflation-Protected Securities Fund Institutional Shares
4.54%4.77%4.20%4.34%8.49%5.16%1.41%2.32%3.15%2.45%3.50%0.91%

Frequently Asked Questions


APOIX and VIPIX have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VIPIX has higher volatility (1.24%) compared to APOIX (0.65%). In terms of maximum drawdown, APOIX dropped -14.54% vs VIPIX's -15.04%.

APOIX currently has the higher Sharpe Ratio (1.99 vs 1.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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