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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 50 Inflation-Protected Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 5.80 percent over the past year, 8.14 percent over the past three years, and 6.46 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 0.9% |
| 1 Year | 5.8% |
| 3 Years (Annualized) | 8.1% |
| 5 Years (Annualized) | 6.5% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks maximum real return, consistent with preservation of real capital and prudent investment management. The fund normally invests at least 80% of its net assets in inflation-indexed bonds of varying maturities issued by the U.S. and foreign governments, their agencies or instrumentalities and corporations, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. It may also invest up to 30% of its total assets in securities denominated in foreign currencies, and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers.
Fees
Fees are Low compared to funds in the same category.
John Hancock Variable Insurance Trust Real Return Bond Trust has an expense ratio of 1.18 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
