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Data through 7/25/2014. 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 0.55 5.29 2.47 3.86 2.17 5.04
Dimensional Retirement Fxd Inc III I 3.60 23.41 8.23 16.11 --- ---
PIMCO Real Return Asset Instl 2.09 13.97 5.91 10.36 6.17 9.88
PIMCO Real Return Asset P 2.09 13.91 5.89 10.25 6.06 ---
Columbia Inflation Protected Secs R5 0.96 7.45 2.91 6.10 --- ---
Columbia Infl Protected Secs I 0.95 7.43 2.90 6.12 3.81 5.86
PIMCO Real Return Instl 0.91 7.33 3.55 5.51 3.57 6.64
PIMCO Real Return P 0.90 7.27 3.52 5.40 3.46 6.53
Columbia Inflation Protected Secs Z 0.96 7.22 2.75 5.82 3.57 ---
Columbia Infl Protected Secs A LW 0.95 7.20 2.79 5.66 3.35 5.42
Columbia Infl Protected Secs A 0.95 7.20 2.79 5.66 3.35 5.42
PIMCO Real Return Admin 0.88 7.18 3.48 5.24 3.31 6.37
Columbia Infl Protected Secs K 0.96 7.17 2.72 5.80 3.49 5.55
Harbor Real Return Instl 0.80 7.12 3.50 5.49 3.14 5.98
PIMCO Real Return D 0.87 7.09 3.44 5.08 3.15 6.21
PIMCO Real Return A Load Waived 0.87 7.09 3.44 5.08 3.15 6.19
PIMCO Real Return A 0.87 7.09 3.44 5.08 3.15 6.19
Columbia Infl Protected Secs W 0.95 7.08 2.68 5.65 3.36 5.39
DWS Global Inflation S 0.50 7.06 2.73 5.38 2.19 5.27
DWS Global Inflation Instl 0.50 7.06 2.63 5.38 2.24 5.31
Columbia Inflation Protected Secs R 0.96 6.98 2.63 5.41 3.08 ---
JHFunds2 Real Return Bond 1 0.76 6.97 3.42 4.68 2.93 6.15
PIMCO Real Return R 0.85 6.94 3.38 4.82 2.90 5.93
Harbor Real Return Admin 0.74 6.94 3.44 5.28 2.90 5.70
DWS Global Inflation A Load Waived 0.38 6.89 2.56 5.11 1.96 5.01
DWS Global Inflation A 0.38 6.89 2.56 5.11 1.96 5.01
PIMCO Real Return C 0.83 6.79 3.32 4.56 2.64 5.67
Columbia Infl Protected Secs B 0.85 6.74 2.50 4.83 2.58 4.63
MassMutual Premier Infl-Prot and Inc I 0.74 6.69 2.94 5.26 3.13 ---
PIMCO Real Return B 0.81 6.64 3.25 4.30 2.38 5.40
Columbia Infl Protected Secs C 0.85 6.63 2.51 4.84 2.58 4.64
MassMutual Premier Infl-Prot and Inc R5 0.74 6.59 2.94 5.08 3.00 5.75
DFA Inflation-Protected Securities I 0.83 6.59 3.17 4.50 3.09 6.15
MassMutual Premier Infl-Prot and Inc Svc 0.75 6.51 2.86 4.91 2.87 5.64
Vanguard Inflation-Protected Secs I 0.74 6.49 2.96 4.56 3.02 5.70
Vanguard Inflation-Protected Secs Adm 0.83 6.49 2.99 4.52 3.00 5.68
MassMutual Premier Infl-Prot and Inc Adm 0.74 6.44 2.83 4.85 2.78 5.50
Fidelity Spartan® Infl-Prot Bond Index I 0.81 6.42 3.01 4.54 --- ---
Fidelity Spartan® Infl-Prot Bd Idx FdAdI 0.81 6.42 3.01 4.56 --- ---
Vanguard Inflation-Protected Secs Inv 0.81 6.41 3.01 4.48 2.91 5.58
DWS Global Inflation B 0.32 6.39 2.35 4.30 1.16 4.21
DWS Global Inflation C 0.41 6.38 2.35 4.30 1.19 4.23
Nationwide Inflation-Protected Secs Inst 0.82 6.37 2.90 5.11 --- ---
BlackRock Inflation Prted Bd BlackRock 0.69 6.37 2.99 4.89 3.22 5.73
BlackRock Inflation Protected Bond Instl 0.76 6.34 3.03 4.86 3.11 5.61
Fidelity Spartan® Infl-Prot Bd Index Inv 0.81 6.32 3.01 4.30 --- ---
Fidelity Spartan® Infl-Prot Bd Idx FidAd 0.81 6.32 2.90 4.40 --- ---
JPMorgan Real Return Instl 0.78 6.31 2.90 4.72 2.72 5.43
MassMutual Premier Infl-Prot and Inc A 0.66 6.29 2.80 4.67 2.56 5.34
MassMutual Premier Infl-Prot and In A LW 0.66 6.29 2.80 4.67 2.56 5.34
Schwab Treasury Infl Protected Secs Idx 0.75 6.27 2.90 4.68 2.74 5.37
Principal Inflation Protection Inst 0.80 6.26 2.91 4.73 3.22 5.97
T. Rowe Price Inflation Protected Bd 0.80 6.25 2.83 4.12 2.55 5.32
Dimensional Retirement Fxd Inc II I 0.84 6.24 3.06 4.44 --- ---
Wells Fargo Advantage Infl Prot Bond Adm 0.84 6.22 2.92 3.99 2.44 5.35
TIAA-CREF Inflation Link Bd Instl 0.78 6.21 2.87 4.65 2.81 5.54
JPMorgan Real Return Sel 0.78 6.21 2.90 4.49 2.61 5.31
Goldman Sachs Infl Protected Secs IR 0.87 6.20 2.95 4.70 3.02 5.73
Goldman Sachs Infl Protected Secs Instl 0.88 6.20 2.96 4.80 3.14 5.86
MassMutual Premier Infl-Prot and Inc R3 0.66 6.18 2.80 4.33 2.28 5.03
Fidelity® Inflation-Protected Bond 0.75 6.18 2.83 4.00 2.62 5.35
Nationwide Inflation-Protected Secs A LW 0.83 6.16 2.80 4.79 --- ---
Nationwide Inflation-Protected Secs A 0.83 6.16 2.80 4.79 --- ---
BlackRock Inflation Protected Bond Inv A 0.75 6.15 3.00 4.55 2.78 5.28
BlackRock Inflation Protected Bond A LW 0.75 6.15 3.00 4.55 2.78 5.28
TIAA-CREF Inflation Link Bd Premier 0.83 6.14 2.84 4.48 2.65 ---
JPMorgan Real Return A Load Waived 0.79 6.13 2.82 4.45 2.46 5.15
JPMorgan Real Return A 0.79 6.13 2.82 4.45 2.46 5.15
Vantagepoint Inflation Focused T 0.74 6.12 2.89 4.54 --- ---
Principal Inflation Protection R4 0.81 6.10 2.96 4.43 2.84 5.59
BlackRock Inflation Protected Bond Svc 0.65 6.10 2.88 4.42 2.78 5.29
Wells Fargo Advantage Infl Prot Bond A 0.83 6.07 2.87 3.80 2.21 5.05
Wells Fargo Advantage Infl Prot Bon A LW 0.83 6.07 2.87 3.80 2.21 5.05
Transamerica Partners Instl InflProt Sec 0.60 6.06 2.84 4.25 2.85 5.45
Principal Inflation Protection R5 0.81 6.06 2.94 4.53 2.94 5.70
Fidelity Advisor® Infl-Prot Bond I 0.74 6.06 2.82 3.93 2.53 5.27
Goldman Sachs Inflation Protected Secs A 0.76 6.05 2.89 4.44 2.80 5.49
Goldman Sachs Inflation Protected S A LW 0.76 6.05 2.89 4.44 2.80 5.49
VY BlackRock Inflation Protected Bond I 0.85 6.04 2.98 4.05 2.68 5.33
American Century Infl-Adj Bond Instl 0.75 6.04 2.83 4.11 2.79 5.47
TIAA-CREF Inflation Link Bd R 0.71 6.03 2.79 4.35 2.55 5.27
Principal Inflation Protection A LW 0.80 6.02 2.92 4.38 2.71 5.47
Principal Inflation Protection A 0.80 6.02 2.92 4.38 2.71 5.47
Nuveen Inflation Protected Securities I 0.73 6.01 2.65 5.09 3.31 6.03
Vantagepoint Inflation Focused Inv 0.72 6.00 2.83 4.21 2.55 5.12
TIAA-CREF Inflation Link Bd Retail 0.71 6.00 2.76 4.32 2.49 5.25
Fidelity Advisor® Infl-Prot Bond A LW 0.73 6.00 2.78 3.75 2.30 5.04
Fidelity Advisor® Infl-Prot Bond A 0.73 6.00 2.78 3.75 2.30 5.04
Goldman Sachs Inflation Protected Secs R 0.83 5.98 2.93 4.28 2.55 5.25
American Century Infl-Adj Bond Inv 0.75 5.92 2.80 3.88 2.58 5.26
MFS® Inflation-Adjusted Bond R4 0.77 5.91 2.80 4.05 2.38 5.07
MFS® Inflation-Adjusted Bond I 0.77 5.91 2.80 4.05 2.38 5.09
Fidelity Advisor® Infl-Prot Bond T 0.73 5.91 2.78 3.66 2.26 5.01
American Indep US Infl-Idx I 0.79 5.91 2.80 4.28 2.92 5.79
GuideStone Funds Inflation Prot Bd Inv 0.72 5.89 2.80 4.12 2.59 5.03
Principal Inflation Protection R3 0.70 5.88 2.86 4.21 2.63 5.38
Principal Inflation Protection J 0.82 5.88 2.85 4.33 2.58 5.29
MFS® Inflation-Adjusted Bond R5 0.68 5.83 2.71 4.05 --- ---
VY BlackRock Inflation Protected Bond S 0.83 5.82 2.86 3.83 2.42 5.06
MFS® Inflation-Adjusted Bond A LW 0.76 5.82 2.67 3.90 2.23 4.92
MFS® Inflation-Adjusted Bond A 0.76 5.82 2.67 3.90 2.23 4.92
JPMorgan Real Return C 0.71 5.82 2.72 3.71 1.80 4.46
Principal Inflation Protection R2 0.82 5.80 2.88 4.12 2.46 5.20
Nuveen Inflation Protected Securities A 0.71 5.79 2.44 4.63 2.88 5.67
Nuveen Inflation Protected Securiti A LW 0.71 5.79 2.44 4.63 2.88 5.67
American Indep US Infl-Idx Prem 0.77 5.79 2.78 4.04 --- ---
MFS® Inflation-Adjusted Bond R3 0.75 5.76 2.64 3.79 2.13 4.82
American Century Infl Adj Bond A LW 0.75 5.76 2.72 3.57 2.34 4.99
American Century Infl Adj Bond A 0.75 5.76 2.72 3.57 2.34 4.99
VALIC Company I Inflation Protected 0.53 5.75 2.51 4.71 3.12 6.18
Transamerica Partners IPS 0.52 5.75 2.75 3.83 2.46 5.07
BlackRock Inflation Protected Bond Inv C 0.68 5.70 2.72 3.67 2.07 4.53
Principal Inflation Protection R1 0.71 5.69 2.77 3.89 2.34 5.07
American Indep US Infl-Idx A LW 0.78 5.69 2.69 3.79 2.45 5.40
American Indep US Infl-Idx A 0.78 5.69 2.69 3.79 2.45 5.40
VY BlackRock Inflation Protected Bond A 0.82 5.67 2.86 3.52 2.07 4.68
Western Asset Inflation Idxd Plus Bd IS 0.88 5.66 2.57 4.34 2.88 5.66
Wells Fargo Advantage Infl Prot Bond C 0.77 5.66 2.71 2.97 1.43 4.34
American Century Infl-Adj Bond R 0.67 5.65 2.63 3.33 2.06 ---
BlackRock Inflation Protected Bond Inv B 0.60 5.63 2.73 3.66 1.98 4.44
MFS® Inflation-Adjusted Bond R2 0.73 5.61 2.58 3.53 1.85 4.56
Wells Fargo Advantage Infl Prot Bond B 0.67 5.58 2.68 3.00 1.41 4.32
Goldman Sachs Inflation Protected Secs C 0.69 5.56 2.71 3.66 2.05 4.73
Principal Inflation Protection C 0.71 5.55 2.64 3.50 1.90 4.66
Nuveen Inflation Protected Securities C 0.65 5.52 2.42 4.04 2.31 5.02
Fidelity Advisor® Infl-Prot Bond C 0.66 5.52 2.60 2.89 1.52 4.25
Fidelity Advisor® Infl-Prot Bond B 0.66 5.50 2.59 2.97 1.57 4.31
Nuveen Inflation Protected Securities R3 0.69 5.45 2.60 4.15 2.63 5.29
American Century Infl-Adj Bond C 0.67 5.39 2.54 2.79 1.55 ---
American Indep US Infl-Idx C 0.66 5.35 2.51 3.20 1.86 ---
Western Asset Inflation Idxd Plus Bd I 0.97 5.33 2.47 3.99 2.85 5.55
MFS® Inflation-Adjusted Bond R1 0.68 5.32 2.46 3.02 1.36 4.05
MFS® Inflation-Adjusted Bond C 0.68 5.31 2.55 3.02 1.36 4.05
MFS® Inflation-Adjusted Bond B 0.69 5.27 2.48 3.13 1.47 4.12
Dreyfus Inflation Adjusted Sec I 0.18 5.22 2.07 3.61 2.53 5.32
Western Asset Inflation Idxd Plus Bd A 0.95 5.18 2.41 3.72 --- ---
Western Asset Inflation Idxd Plus B A LW 0.95 5.18 2.41 3.72 --- ---
Western Asset Inflation Idxd Plus Bd FI 0.85 5.09 2.30 3.58 2.37 5.07
Dreyfus Inflation Adjusted Sec Inv 0.16 5.05 1.91 3.30 2.17 4.96
Dreyfus Inflation Adjusted Sec Y 0.19 4.94 1.83 3.53 --- ---
Delaware Inflation Protected Bond Inst 0.79 4.94 2.42 2.31 -0.25 3.71
Western Asset Inflation Idxd Plus Bd R 0.83 4.93 2.24 3.26 --- ---
AllianceBern Bond Inflation Strategy Adv 0.21 4.93 2.37 4.26 2.17 ---
AllianceBern Bond Inflation Strategy 2 0.32 4.88 2.34 4.29 2.20 ---
AllianceBern Bond Inflation Strategy I 0.22 4.84 2.32 4.30 2.19 ---
AllianceBern Bond Inflation Strategy 1 0.22 4.82 2.31 4.08 2.08 ---
Western Asset Inflation Idxd Plus Bd C1 0.81 4.79 2.19 3.06 --- ---
AllianceBern Bond Inflation Strategy K 0.28 4.78 2.30 3.99 1.96 ---
AllianceBern Bond Inflation Strategy A 0.27 4.74 2.29 3.92 1.89 ---
AllianceBern Bond Inflation Strateg A LW 0.27 4.74 2.29 3.92 1.89 ---
Delaware Inflation Protected Bond A LW 0.77 4.73 2.43 2.10 -0.50 3.48
Delaware Inflation Protected Bond A 0.77 4.73 2.43 2.10 -0.50 3.48
Delaware Inflation Protected Bond B 0.77 4.70 2.40 2.06 -0.92 2.91
Loomis Sayles Inflation Protected Secs I 0.47 4.68 2.23 3.36 2.69 5.70
Western Asset Inflation Idxd Plus Bd C 0.79 4.65 2.14 2.71 --- ---
AllianceBern Bond Inflation Strategy R 0.16 4.62 2.22 3.71 1.68 ---
Loomis Sayles Inflation Prtctd Secs Ret 0.47 4.49 2.19 3.09 2.44 ---
AllianceBern Bond Inflation Strategy C 0.21 4.36 2.13 3.22 1.21 ---
Federated Real Return Bond I 0.43 4.33 2.10 4.29 1.92 4.04
Delaware Inflation Protected Bond C 0.65 4.29 2.21 1.32 -1.23 2.69
Franklin Real Return R6 0.16 4.19 1.95 4.79 --- ---
Federated Real Return Bond A LW 0.37 4.18 2.05 4.00 1.66 3.77
Federated Real Return Bond A 0.37 4.18 2.05 4.00 1.66 3.77
Fidelity® Series Infl-Prtct Bd Idx F 0.22 4.08 2.10 2.78 1.59 ---
Franklin Real Return Adv 0.15 4.03 1.92 4.56 1.40 3.98
Fidelity® Series Infl-Prtct Bd Idx 0.21 4.00 2.06 2.68 1.45 ---
American Beacon Treas Infl Prot Sec I 0.25 3.91 2.01 2.82 1.59 4.35
Franklin Real Return A Load Waived 0.13 3.90 1.95 4.40 1.15 3.74
Franklin Real Return A 0.13 3.90 1.95 4.40 1.15 3.74
Hartford Inflation Plus Y 0.16 3.79 1.80 2.60 2.20 5.15
Hartford Inflation Plus R5 0.16 3.79 1.80 2.50 2.11 5.05
Hartford Inflation Plus I 0.16 3.78 1.89 2.49 2.10 5.07
Hartford Inflation Plus R4 0.13 3.71 1.80 2.20 1.81 4.76
Hartford Inflation Plus A Load Waived 0.14 3.71 1.80 2.30 1.86 4.81
Hartford Inflation Plus A 0.14 3.71 1.80 2.30 1.86 4.81
American Beacon Treas Infl Prot Sec Y 0.22 3.71 1.93 2.52 1.28 ---
Federated Real Return Bond C 0.36 3.70 1.86 3.21 0.91 2.99
Franklin Real Return C 0.10 3.68 1.76 3.97 0.75 3.32
American Beacon Treas Infl Prot Sec Inv 0.21 3.63 1.90 2.43 1.19 3.92
American Beacon Treas Infl Prot Sec A LW 0.19 3.54 1.83 2.14 0.95 ---
American Beacon Treas Infl Prot Sec A 0.19 3.54 1.83 2.14 0.95 ---
Hartford Inflation Plus R3 0.11 3.53 1.79 1.98 1.51 4.45
Hartford Inflation Plus B 0.08 3.36 1.69 1.57 1.10 4.05
JPMorgan Inflation Managed Bond R6 -0.01 3.27 1.48 3.24 1.96 ---
Hartford Inflation Plus C 0.08 3.27 1.70 1.57 1.10 4.05
JPMorgan Inflation Managed Bond R5 -0.01 3.24 1.46 3.20 1.90 ---
JPMorgan Inflation Managed Bond A LW 0.07 3.14 1.52 2.98 1.70 ---
JPMorgan Inflation Managed Bond A 0.07 3.14 1.52 2.98 1.70 ---
JPMorgan Inflation Managed Bond Select -0.02 3.12 1.46 3.16 1.84 ---
American Beacon Treas Infl Prot Sec C 0.12 3.03 1.64 1.30 0.07 ---
JPMorgan Inflation Managed Bond R2 0.05 3.00 1.44 2.75 1.46 ---
JPMorgan Inflation Managed Bond C 0.01 2.73 1.36 2.31 1.06 ---
Lord Abbett Inflation Focused I -0.03 2.12 1.75 3.22 1.95 ---
Lord Abbett Inflation Focused F -0.04 2.07 1.73 3.12 1.84 ---
Lord Abbett Inflation Focused A LW -0.05 2.01 1.70 3.01 1.74 ---
Lord Abbett Inflation Focused A -0.05 2.01 1.70 3.01 1.74 ---
Lord Abbett Inflation Focused R2 -0.08 1.82 1.61 2.62 1.54 ---
Lord Abbett Inflation Focused R3 -0.14 1.80 1.56 2.71 1.54 ---
SEI Real Return A (SIIT) -0.26 1.70 0.97 1.62 0.61 3.09
Lord Abbett Inflation Focused C -0.11 1.66 1.52 2.26 0.97 ---
Eaton Vance Short Duration Real Return I -0.19 1.66 1.09 2.07 1.70 ---
Eaton Vance Short Duration Real Return A -0.21 1.51 1.03 1.82 1.45 ---
Eaton Vance Short Duration Real Ret A LW -0.21 1.51 1.03 1.82 1.45 ---
Vanguard Shrt-Term Infl-Prot Sec Idx Ins -0.16 1.50 0.84 1.32 --- ---
SEI Real Return A (SIMT) -0.21 1.47 0.87 1.29 0.25 2.70
Vanguard Shrt-Term Infl-Prot Sec Idx Adm -0.16 1.46 0.85 1.27 --- ---
Vanguard Shrt-Term Infl-Prot Sec Idx Inv -0.16 1.42 0.85 1.19 --- ---
American Century ShDur Infl Prot Bd R6 -0.29 1.27 0.69 --- --- ---
American Century ShDur Infl Prot Bd Intl -0.38 1.22 0.64 1.06 1.36 4.65
Eaton Vance Short Duration Real Return C -0.27 1.13 0.84 1.04 0.70 ---
American Century ShDur Infl Prot Bd Inv -0.29 1.13 0.64 0.96 1.20 4.45
American Century ShDur Infl Prot Bd A LW -0.29 1.08 0.59 0.71 0.95 4.18
American Century ShDur Infl Prot Bd A -0.29 1.08 0.59 0.71 0.95 4.18
American Century ShDur Infl Prot Bd R -0.38 0.86 0.48 0.41 0.66 3.92
American Century ShDur Infl Prot Bd B -0.39 0.60 0.40 -0.07 0.17 3.41
American Century ShDur Infl Prot Bd C -0.49 0.50 0.30 -0.17 0.16 3.39
Transamerica Inflation Opps I 0.30 --- 2.11 --- --- ---
Transamerica Inflation Opps C 0.30 --- 1.96 --- --- ---
Transamerica Inflation Opps A LW 0.30 --- 2.15 --- --- ---
Transamerica Inflation Opps A 0.30 --- 2.15 --- --- ---
MassMutual Premier Infl-Prot and Inc R4 0.66 --- 2.80 --- --- ---
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