IBRIX vs. ACITX
IBRIX (VY BlackRock Inflation Protected Bond Portfolio) and ACITX (American Century Inflation-Adjusted Bond Fund) are both Inflation-Protected Bonds funds. Over the past 10 years, IBRIX returned 2.55%/yr vs 2.63%/yr for ACITX. Their correlation of 0.92 suggests significant overlap in exposure. IBRIX charges 0.58%/yr vs 0.46%/yr for ACITX.
Performance
IBRIX vs. ACITX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IBRIX achieves a 1.99% return, which is significantly higher than ACITX's 1.24% return. Both investments have delivered pretty close results over the past 10 years, with IBRIX having a 2.55% annualized return and ACITX not far ahead at 2.63%.
IBRIX
- 1D
- 0.43%
- 1M
- 0.22%
- YTD
- 1.99%
- 6M
- 2.12%
- 1Y
- 4.57%
- 3Y*
- 3.95%
- 5Y*
- 1.00%
- 10Y*
- 2.55%
ACITX
- 1D
- 0.29%
- 1M
- 0.29%
- YTD
- 1.24%
- 6M
- 1.33%
- 1Y
- 3.98%
- 3Y*
- 3.60%
- 5Y*
- 0.84%
- 10Y*
- 2.63%
IBRIX vs. ACITX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IBRIX VY BlackRock Inflation Protected Bond Portfolio | 1.99% | 6.11% | 2.09% | 4.30% | -12.63% | 5.25% | 11.04% | 8.32% | -1.75% | 2.71% |
ACITX American Century Inflation-Adjusted Bond Fund | 1.24% | 6.68% | 1.68% | 3.17% | -12.37% | 6.38% | 10.28% | 7.85% | -1.21% | 4.47% |
Correlation
The correlation between IBRIX and ACITX is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.84 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.89 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Apr 30, 2007 | 0.92 |
The correlation between IBRIX and ACITX has been stable across timeframes, ranging from 0.84 to 0.93 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IBRIX vs. ACITX — Risk / Return Rank
IBRIX
ACITX
IBRIX vs. ACITX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VY BlackRock Inflation Protected Bond Portfolio (IBRIX) and American Century Inflation-Adjusted Bond Fund (ACITX). 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.
| IBRIX | ACITX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.67 | ||
| Sortino ratioReturn per unit of downside risk | -0.99 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.05 | 2.05 | -0.99 |
| Martin ratioReturn relative to average drawdown | 5.81 | 6.46 | -0.64 |
Loading charts...
Drawdowns
IBRIX vs. ACITX - Drawdown Comparison
The maximum IBRIX drawdown since its inception was -15.82%, roughly equal to the maximum ACITX drawdown of -15.50%. Use the drawdown chart below to compare losses from any high point for IBRIX and ACITX.
Loading charts...
Drawdown Indicators
| IBRIX | ACITX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.82% | -15.50% | -0.32% |
Max Drawdown (1Y)Largest decline over 1 year | -4.81% | -2.05% | -2.76% |
Max Drawdown (3Y)Largest decline over 3 years | -5.68% | -5.08% | -0.60% |
Max Drawdown (5Y)Largest decline over 5 years | -15.82% | -15.50% | -0.32% |
Max Drawdown (10Y)Largest decline over 10 years | -15.82% | -15.50% | -0.32% |
Current DrawdownCurrent decline from peak | -0.54% | -1.34% | +0.80% |
Average DrawdownAverage peak-to-trough decline | -4.11% | -3.23% | -0.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.83% | 0.65% | +0.18% |
Volatility
IBRIX vs. ACITX - Volatility Comparison
VY BlackRock Inflation Protected Bond Portfolio (IBRIX) has a higher volatility of 1.25% compared to American Century Inflation-Adjusted Bond Fund (ACITX) at 1.05%. This indicates that IBRIX's price experiences larger fluctuations and is considered to be riskier than ACITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IBRIX | ACITX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.25% | 1.05% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 7.34% | 2.30% | +5.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.13% | 3.23% | +4.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.07% | 6.13% | +0.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.93% | 5.50% | +0.43% |
IBRIX vs. ACITX - Expense Ratio Comparison
IBRIX has a 0.58% expense ratio, which is higher than ACITX's 0.46% expense ratio.
Dividends
IBRIX vs. ACITX - Dividend Comparison
IBRIX's dividend yield for the trailing twelve months is around 3.84%, less than ACITX's 6.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACITX American Century Inflation-Adjusted Bond Fund | 6.03% | 4.30% | 2.19% | 4.44% | 7.34% | 4.47% | 1.16% | 2.45% | 4.31% | 3.47% | 2.27% | 0.99% |
IBRIX VY BlackRock Inflation Protected Bond Portfolio | 3.84% | 3.31% | 3.87% | 3.55% | 4.96% | 2.68% | 1.70% | 2.38% | 2.51% | 1.52% | 0.00% | 1.41% |
Frequently Asked Questions
IBRIX and ACITX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBRIX has higher volatility (1.25%) compared to ACITX (1.05%). In terms of maximum drawdown, IBRIX dropped -15.82% vs ACITX's -15.50%.
ACITX currently has the higher Sharpe Ratio (1.30 vs 0.62), 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.
Find the right allocation for IBRIX and ACITX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer