1 / 5 Stars
1 1 1 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
U.S. News evaluated 51 Inflation-Protected Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned -10.75 percent over the past year, 0.74 percent over the past three years, and 3.73 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.1%|
|3 Years (Annualized)||0.7%|
|5 Years (Annualized)||3.7%|
|10 Years (Annualized)||N/A|
The investment seeks to provide inflation protection and current income. The fund will invest at least 80% of its net assets in inflation-indexed bonds issued by the U.S. government, its agencies or instrumentalities, foreign governments, and corporations, and in synthetic investments such as options, forwards, futures contracts, or swap agreements that, when combined with non-inflation-indexed bonds, have economic characteristics similar to inflation-indexed bonds. It will seek to maintain the fund's interest rate sensitivity at a level approximating that of the Barclays U.S. Treasury Inflation-Protected Securities (TIPS) Index.
Fees are High compared to funds in the same category.
Delaware Inflation Protected Bond Fund has an expense ratio of 0.58 percent.
Risk is Average compared to funds in the same category according to Morningstar.