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Data through 7/22/2014. Our favorite Inflation-Protected Bond funds
Fund Category : Inflation-Protected Bond : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Inflation-Protected Bond 0.77 5.11 2.64 2.57 2.14 4.94
Dimensional Retirement Fxd Inc III I 4.40 22.53 9.11 11.56 --- ---
PIMCO Real Return Asset Instl 2.45 13.39 6.17 7.63 5.96 9.71
PIMCO Real Return Asset P 2.44 13.33 6.14 7.53 5.86 ---
Columbia Inflation Protected Secs R5 1.39 7.22 3.24 4.57 --- ---
Columbia Infl Protected Secs I 1.39 7.20 3.24 4.70 3.77 5.77
Columbia Inflation Protected Secs Z 1.39 7.11 3.19 4.52 3.56 ---
PIMCO Real Return Instl 1.15 7.10 3.70 4.18 3.50 6.52
Columbia Infl Protected Secs K 1.39 7.05 3.16 4.40 3.49 5.45
PIMCO Real Return P 1.14 7.04 3.68 4.08 3.39 6.41
Columbia Infl Protected Secs A LW 1.39 6.98 3.13 4.15 3.31 5.31
Columbia Infl Protected Secs A 1.39 6.98 3.13 4.15 3.31 5.31
PIMCO Real Return Admin 1.13 6.95 3.64 3.92 3.24 6.25
DWS Global Inflation S 0.90 6.94 3.04 3.81 2.18 5.14
DWS Global Inflation Instl 0.80 6.94 3.04 3.81 2.24 5.17
Harbor Real Return Instl 1.19 6.91 3.72 3.88 3.07 5.83
PIMCO Real Return D 1.12 6.87 3.60 3.76 3.08 6.10
PIMCO Real Return A Load Waived 1.12 6.87 3.60 3.77 3.08 6.08
PIMCO Real Return A 1.12 6.87 3.60 3.77 3.08 6.08
Columbia Infl Protected Secs W 1.28 6.85 3.01 4.14 3.31 5.28
JHFunds2 Real Return Bond 1 1.09 6.79 3.60 3.27 2.87 6.04
DWS Global Inflation A Load Waived 0.78 6.79 2.97 3.45 1.93 4.88
DWS Global Inflation A 0.78 6.79 2.97 3.45 1.93 4.88
Columbia Inflation Protected Secs R 1.28 6.75 2.96 3.90 3.04 ---
Harbor Real Return Admin 1.13 6.74 3.65 3.57 2.80 5.57
PIMCO Real Return R 1.10 6.72 3.54 3.51 2.83 5.81
PIMCO Real Return C 1.08 6.57 3.47 3.25 2.57 5.55
Columbia Infl Protected Secs B 1.28 6.51 2.84 3.33 2.54 4.50
MassMutual Premier Infl-Prot and Inc I 1.12 6.50 3.24 3.73 3.10 ---
PIMCO Real Return B 1.06 6.43 3.41 2.99 2.32 5.29
DFA Inflation-Protected Securities I 1.09 6.41 3.43 3.27 3.09 6.03
Columbia Infl Protected Secs C 1.29 6.41 2.84 3.33 2.54 4.51
MassMutual Premier Infl-Prot and Inc R5 1.12 6.39 3.24 3.56 2.97 5.63
DWS Global Inflation B 0.81 6.36 2.87 2.77 1.18 4.10
MassMutual Premier Infl-Prot and Inc Svc 1.03 6.31 3.16 3.39 2.87 5.51
Vanguard Inflation-Protected Secs I 1.02 6.30 3.16 3.22 2.99 5.60
Vanguard Inflation-Protected Secs Adm 1.06 6.29 3.15 3.26 2.98 5.58
DWS Global Inflation C 0.71 6.25 2.76 2.66 1.15 4.10
MassMutual Premier Infl-Prot and Inc Adm 1.11 6.24 3.13 3.35 2.74 5.38
Fidelity Spartan® Infl-Prot Bond Index I 1.12 6.21 3.23 3.25 --- ---
Fidelity Spartan® Infl-Prot Bd Idx FdAdI 1.02 6.21 3.23 3.27 --- ---
Vanguard Inflation-Protected Secs Inv 1.04 6.17 3.09 3.18 2.86 5.46
BlackRock Inflation Prted Bd BlackRock 1.04 6.12 3.19 3.32 3.14 5.62
JPMorgan Real Return Instl 1.08 6.11 3.22 3.17 2.68 5.32
Fidelity Spartan® Infl-Prot Bd Index Inv 1.02 6.10 3.12 3.01 --- ---
Fidelity Spartan® Infl-Prot Bd Idx FidAd 1.02 6.10 3.12 3.11 --- ---
BlackRock Inflation Protected Bond Instl 1.02 6.10 3.22 3.24 3.04 5.50
Schwab Treasury Infl Protected Secs Idx 1.10 6.09 3.18 3.11 2.71 5.27
MassMutual Premier Infl-Prot and Inc A 1.05 6.09 3.10 3.12 2.56 5.21
MassMutual Premier Infl-Prot and In A LW 1.05 6.09 3.10 3.12 2.56 5.21
Wells Fargo Advantage Infl Prot Bond Adm 1.01 6.06 3.09 2.75 2.42 5.26
Nationwide Inflation-Protected Secs Inst 1.14 6.04 3.13 3.57 --- ---
Principal Inflation Protection Inst 1.15 6.02 3.16 3.18 3.14 5.83
Dimensional Retirement Fxd Inc II I 1.06 6.02 3.29 3.10 --- ---
T. Rowe Price Inflation Protected Bd 0.97 6.00 2.93 2.82 2.50 5.22
JPMorgan Real Return Sel 1.08 6.00 3.11 3.04 2.58 5.20
Fidelity® Inflation-Protected Bond 0.99 6.00 3.08 2.84 2.60 5.24
MassMutual Premier Infl-Prot and Inc R3 1.04 5.98 3.00 2.80 2.28 4.90
Goldman Sachs Infl Protected Secs IR 1.15 5.95 3.20 3.17 2.97 5.62
Goldman Sachs Infl Protected Secs Instl 1.06 5.95 3.21 3.28 3.10 5.75
TIAA-CREF Inflation Link Bd Instl 1.03 5.94 3.05 3.12 2.76 5.42
Nationwide Inflation-Protected Secs A LW 1.14 5.94 3.03 3.35 --- ---
Nationwide Inflation-Protected Secs A 1.14 5.94 3.03 3.35 --- ---
Vantagepoint Inflation Focused T 1.01 5.93 3.18 2.94 --- ---
JPMorgan Real Return A Load Waived 1.09 5.93 3.13 2.89 2.43 5.04
JPMorgan Real Return A 1.09 5.93 3.13 2.89 2.43 5.04
BlackRock Inflation Protected Bond Inv A 1.01 5.91 3.19 2.91 2.71 5.17
BlackRock Inflation Protected Bond A LW 1.01 5.91 3.19 2.91 2.71 5.17
Fidelity Advisor® Infl-Prot Bond I 0.99 5.89 3.00 2.69 2.50 5.15
TIAA-CREF Inflation Link Bd Premier 1.08 5.87 3.02 2.96 2.60 ---
TIAA-CREF Inflation Link Bd R 1.14 5.86 3.05 2.92 2.52 5.17
Transamerica Partners Instl InflProt Sec 0.90 5.85 3.06 2.71 2.78 5.31
Principal Inflation Protection R4 1.17 5.85 3.21 2.86 2.80 5.45
BlackRock Inflation Protected Bond Svc 1.00 5.85 3.16 2.89 2.70 5.18
Nuveen Inflation Protected Securities I 1.00 5.83 2.94 3.70 3.25 5.95
Fidelity Advisor® Infl-Prot Bond A LW 0.98 5.83 2.95 2.50 2.27 4.91
Fidelity Advisor® Infl-Prot Bond A 0.98 5.83 2.95 2.50 2.27 4.91
Wells Fargo Advantage Infl Prot Bond A 1.00 5.82 3.05 2.48 2.16 4.94
Wells Fargo Advantage Infl Prot Bon A LW 1.00 5.82 3.05 2.48 2.16 4.94
VY BlackRock Inflation Protected Bond I 0.95 5.82 3.09 2.77 2.64 5.22
TIAA-CREF Inflation Link Bd Retail 1.06 5.82 3.04 2.86 2.47 5.15
Principal Inflation Protection R5 1.04 5.82 3.07 2.96 2.86 5.59
Vantagepoint Inflation Focused Inv 0.99 5.80 3.03 2.70 2.49 5.03
Goldman Sachs Inflation Protected Secs A 1.03 5.80 3.05 2.92 2.76 5.39
Goldman Sachs Inflation Protected S A LW 1.03 5.80 3.05 2.92 2.76 5.39
Principal Inflation Protection A LW 1.15 5.78 3.17 2.71 2.68 5.36
Principal Inflation Protection A 1.15 5.78 3.17 2.71 2.68 5.36
American Century Infl-Adj Bond Instl 0.84 5.78 2.92 2.76 2.73 5.36
VALIC Company I Inflation Protected 0.97 5.75 2.79 3.88 3.15 6.12
GuideStone Funds Inflation Prot Bd Inv 1.05 5.74 3.08 2.77 2.57 4.94
Goldman Sachs Inflation Protected Secs R 1.11 5.74 3.09 2.66 2.51 5.15
Fidelity Advisor® Infl-Prot Bond T 0.97 5.74 2.95 2.41 2.23 4.88
American Indep US Infl-Idx I 1.07 5.71 3.00 2.80 2.86 5.69
MFS® Inflation-Adjusted Bond R5 1.14 5.70 3.00 2.66 --- ---
MFS® Inflation-Adjusted Bond R4 1.05 5.68 2.99 2.47 2.34 4.97
MFS® Inflation-Adjusted Bond I 1.04 5.68 2.99 2.57 2.34 4.97
American Century Infl-Adj Bond Inv 0.84 5.66 2.89 2.52 2.52 5.14
Principal Inflation Protection R3 1.06 5.64 3.11 2.64 2.55 5.27
Principal Inflation Protection J 1.05 5.63 3.11 2.75 2.54 5.15
VY BlackRock Inflation Protected Bond S 0.93 5.61 2.97 2.44 2.38 4.94
Nuveen Inflation Protected Securities A 0.89 5.61 2.73 3.24 2.82 5.59
Nuveen Inflation Protected Securiti A LW 0.89 5.61 2.73 3.24 2.82 5.59
JPMorgan Real Return C 1.01 5.61 2.93 2.23 1.76 4.38
MFS® Inflation-Adjusted Bond A LW 1.03 5.59 2.95 2.32 2.19 4.81
MFS® Inflation-Adjusted Bond A 1.03 5.59 2.95 2.32 2.19 4.81
Transamerica Partners IPS 0.88 5.57 2.94 2.30 2.40 4.95
Principal Inflation Protection R2 1.06 5.55 3.01 2.53 2.38 5.06
MFS® Inflation-Adjusted Bond R3 1.02 5.54 2.93 2.22 2.09 4.71
American Indep US Infl-Idx Prem 0.96 5.50 2.88 2.57 --- ---
American Century Infl Adj Bond A LW 0.84 5.50 2.81 2.30 2.28 4.88
American Century Infl Adj Bond A 0.84 5.50 2.81 2.30 2.28 4.88
American Century Infl-Adj Bond R 0.84 5.48 2.80 2.07 2.03 ---
BlackRock Inflation Protected Bond Inv C 0.95 5.47 3.02 2.13 1.99 4.41
VY BlackRock Inflation Protected Bond A 0.93 5.45 2.98 2.11 2.03 4.57
Principal Inflation Protection R1 1.07 5.45 3.02 2.42 2.26 4.93
Western Asset Inflation Idxd Plus Bd IS 1.13 5.43 2.75 2.83 2.81 5.57
Wells Fargo Advantage Infl Prot Bond B 0.94 5.40 2.82 1.74 1.38 4.22
BlackRock Inflation Protected Bond Inv B 0.96 5.40 2.93 2.01 1.91 4.31
American Indep US Infl-Idx A LW 0.97 5.40 2.89 2.23 2.39 5.26
American Indep US Infl-Idx A 0.97 5.40 2.89 2.23 2.39 5.26
MFS® Inflation-Adjusted Bond R2 1.00 5.39 2.86 1.96 1.82 4.46
Wells Fargo Advantage Infl Prot Bond C 0.84 5.37 2.79 1.62 1.37 4.21
Fidelity Advisor® Infl-Prot Bond C 0.92 5.35 2.77 1.72 1.49 4.12
Nuveen Inflation Protected Securities C 0.93 5.33 2.71 2.64 2.28 4.94
Fidelity Advisor® Infl-Prot Bond B 0.91 5.33 2.76 1.71 1.54 4.18
Goldman Sachs Inflation Protected Secs C 0.97 5.32 2.88 2.16 2.01 4.61
Principal Inflation Protection C 1.07 5.30 2.89 1.93 1.87 4.53
Nuveen Inflation Protected Securities R3 0.97 5.26 2.79 2.76 2.60 5.21
American Century Infl-Adj Bond C 0.83 5.22 2.72 1.61 1.52 ---
American Indep US Infl-Idx C 0.95 5.15 2.81 1.73 1.83 ---
MFS® Inflation-Adjusted Bond R1 0.96 5.10 2.74 1.46 1.32 3.93
Dreyfus Inflation Adjusted Sec I 0.42 5.10 2.36 2.23 2.53 5.20
MFS® Inflation-Adjusted Bond C 0.96 5.09 2.74 1.55 1.32 3.94
Western Asset Inflation Idxd Plus Bd I 1.06 5.06 2.56 2.45 2.79 5.45
MFS® Inflation-Adjusted Bond B 0.97 5.06 2.77 1.56 1.40 4.02
Dreyfus Inflation Adjusted Sec Inv 0.40 5.01 2.28 1.91 2.20 4.88
Western Asset Inflation Idxd Plus Bd FI 1.03 4.91 2.49 2.21 2.34 4.99
Western Asset Inflation Idxd Plus Bd A 1.04 4.91 2.50 2.18 --- ---
Western Asset Inflation Idxd Plus B A LW 1.04 4.91 2.50 2.18 --- ---
Dreyfus Inflation Adjusted Sec Y 0.34 4.86 2.15 2.09 --- ---
Western Asset Inflation Idxd Plus Bd R 1.00 4.75 2.43 1.81 --- ---
AllianceBern Bond Inflation Strategy Adv 0.39 4.74 2.46 3.02 2.14 ---
AllianceBern Bond Inflation Strategy 1 0.40 4.72 2.50 3.02 2.08 ---
Delaware Inflation Protected Bond Inst 1.01 4.71 2.53 0.77 -0.29 3.61
AllianceBern Bond Inflation Strategy 2 0.41 4.69 2.44 3.04 2.17 ---
AllianceBern Bond Inflation Strategy I 0.40 4.65 2.42 3.05 2.16 ---
Western Asset Inflation Idxd Plus Bd C1 0.99 4.60 2.38 1.61 --- ---
AllianceBern Bond Inflation Strategy K 0.37 4.59 2.40 2.75 1.93 ---
AllianceBern Bond Inflation Strategy A 0.36 4.55 2.39 2.78 1.86 ---
AllianceBern Bond Inflation Strateg A LW 0.36 4.55 2.39 2.78 1.86 ---
AllianceBern Bond Inflation Strategy R 0.43 4.53 2.41 2.66 1.68 ---
Delaware Inflation Protected Bond A LW 1.10 4.50 2.55 0.45 -0.54 3.35
Delaware Inflation Protected Bond A 1.10 4.50 2.55 0.45 -0.54 3.35
Loomis Sayles Inflation Protected Secs I 0.76 4.48 2.33 1.91 2.66 5.60
Delaware Inflation Protected Bond B 0.99 4.48 2.52 0.41 -0.96 2.78
Western Asset Inflation Idxd Plus Bd C 0.97 4.47 2.32 1.35 --- ---
Loomis Sayles Inflation Prtctd Secs Ret 0.76 4.29 2.29 1.65 2.40 ---
Franklin Real Return R6 0.16 4.19 1.95 4.41 --- ---
AllianceBern Bond Inflation Strategy C 0.30 4.17 2.22 2.07 1.18 ---
Federated Real Return Bond I 0.43 4.14 2.01 3.42 1.92 3.94
Franklin Real Return Adv 0.24 4.13 2.01 4.27 1.40 4.05
Delaware Inflation Protected Bond C 0.99 4.07 2.33 -0.22 -1.27 2.58
Fidelity® Series Infl-Prtct Bd Idx F 0.42 3.98 2.20 1.93 1.61 ---
Federated Real Return Bond A LW 0.37 3.98 1.95 3.13 1.66 3.67
Federated Real Return Bond A 0.37 3.98 1.95 3.13 1.66 3.67
Franklin Real Return A Load Waived 0.13 3.90 1.85 4.01 1.15 3.80
Franklin Real Return A 0.13 3.90 1.85 4.01 1.15 3.80
Fidelity® Series Infl-Prtct Bd Idx 0.41 3.90 2.17 1.82 1.48 ---
American Beacon Treas Infl Prot Sec I 0.43 3.79 2.16 1.72 1.61 4.24
Hartford Inflation Plus R5 0.34 3.70 1.99 1.16 2.11 4.98
Hartford Inflation Plus Y 0.34 3.69 1.99 1.17 2.19 5.08
Hartford Inflation Plus I 0.34 3.69 1.98 1.15 2.10 5.00
Franklin Real Return C 0.10 3.68 1.76 3.58 0.72 3.38
Hartford Inflation Plus R4 0.32 3.62 1.99 0.93 1.81 4.66
Hartford Inflation Plus A Load Waived 0.32 3.62 1.99 0.94 1.86 4.74
Hartford Inflation Plus A 0.32 3.62 1.99 0.94 1.86 4.74
American Beacon Treas Infl Prot Sec Y 0.41 3.59 2.08 1.44 1.27 ---
American Beacon Treas Infl Prot Sec Inv 0.40 3.52 2.05 1.34 1.18 3.83
Federated Real Return Bond C 0.36 3.51 1.77 2.35 0.88 2.89
Hartford Inflation Plus R3 0.29 3.44 1.89 0.62 1.51 4.38
American Beacon Treas Infl Prot Sec A LW 0.38 3.43 1.98 1.06 0.94 ---
American Beacon Treas Infl Prot Sec A 0.38 3.43 1.98 1.06 0.94 ---
JPMorgan Inflation Managed Bond R6 0.18 3.27 1.68 2.65 2.02 ---
Hartford Inflation Plus B 0.27 3.27 1.79 0.28 1.09 3.97
JPMorgan Inflation Managed Bond R5 0.18 3.24 1.65 2.61 1.97 ---
Hartford Inflation Plus C 0.27 3.17 1.79 0.19 1.10 3.96
JPMorgan Inflation Managed Bond Select 0.17 3.12 1.65 2.57 1.91 ---
JPMorgan Inflation Managed Bond A LW 0.16 3.04 1.52 2.30 1.73 ---
JPMorgan Inflation Managed Bond A 0.16 3.04 1.52 2.30 1.73 ---
American Beacon Treas Infl Prot Sec C 0.31 2.93 1.78 0.32 0.07 ---
JPMorgan Inflation Managed Bond R2 0.14 2.90 1.44 2.06 1.49 ---
JPMorgan Inflation Managed Bond C 0.10 2.63 1.36 1.73 1.09 ---
Lord Abbett Inflation Focused F -0.18 1.93 1.51 2.18 1.88 ---
Lord Abbett Inflation Focused I -0.17 1.90 1.47 2.21 1.97 ---
Lord Abbett Inflation Focused A LW -0.26 1.80 1.41 2.00 1.76 ---
Lord Abbett Inflation Focused A -0.26 1.80 1.41 2.00 1.76 ---
SEI Real Return A (SIIT) -0.16 1.70 0.97 1.11 0.61 3.02
Lord Abbett Inflation Focused R3 -0.21 1.66 1.34 1.78 1.59 ---
Eaton Vance Short Duration Real Return I -0.20 1.63 1.11 1.75 1.69 ---
Lord Abbett Inflation Focused R2 -0.29 1.61 1.32 1.62 1.56 ---
Lord Abbett Inflation Focused C -0.25 1.51 1.31 1.34 1.01 ---
Vanguard Shrt-Term Infl-Prot Sec Idx Ins -0.12 1.50 0.89 0.99 --- ---
SEI Real Return A (SIMT) -0.11 1.47 0.87 0.69 0.28 2.64
Vanguard Shrt-Term Infl-Prot Sec Idx Adm -0.12 1.46 0.89 0.94 --- ---
Vanguard Shrt-Term Infl-Prot Sec Idx Inv -0.12 1.42 0.85 0.86 --- ---
Eaton Vance Short Duration Real Return A -0.22 1.39 0.94 1.41 1.44 ---
Eaton Vance Short Duration Real Ret A LW -0.22 1.39 0.94 1.41 1.44 ---
American Century ShDur Infl Prot Bd R6 -0.48 1.18 0.69 --- --- ---
American Century ShDur Infl Prot Bd Intl -0.48 1.13 0.64 0.57 1.38 4.58
Eaton Vance Short Duration Real Return C -0.19 1.11 0.86 0.74 0.69 ---
American Century ShDur Infl Prot Bd Inv -0.48 1.03 0.64 0.47 1.19 4.37
American Century ShDur Infl Prot Bd A LW -0.48 0.98 0.59 0.23 0.95 4.12
American Century ShDur Infl Prot Bd A -0.48 0.98 0.59 0.23 0.95 4.12
American Century ShDur Infl Prot Bd R -0.57 0.77 0.48 -0.06 0.66 3.84
American Century ShDur Infl Prot Bd C -0.49 0.50 0.40 -0.56 0.19 3.34
American Century ShDur Infl Prot Bd B -0.59 0.50 0.30 -0.56 0.16 3.32
Transamerica Inflation Opps I 0.72 --- 2.41 --- --- ---
Transamerica Inflation Opps C 0.64 --- 2.06 --- --- ---
Transamerica Inflation Opps A LW 0.80 --- 2.35 --- --- ---
Transamerica Inflation Opps A 0.80 --- 2.35 --- --- ---
MassMutual Premier Infl-Prot and Inc R4 1.05 --- 3.10 --- --- ---
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