Inflation Protected Bond Funds
Inflation-protected bond funds invest primarily in debt securities that adjust their principal values in line with the rate of inflation. These bonds can be issued by any organization, but the U.S. Treasury is currently the largest issuer for these types of securities.
|
Name
|
Medalist Rating
Overall
|
SEC 30-Day Yield
|
TTM Yield
|
Average Effective Duration
|
Total Return
1 Year
|
Total Return
3 Year
|
Adjusted Expense Ratio
|
Fund Size
|
|---|---|---|---|---|---|---|---|---|
| iShares TIPS Bond ETF
TIP
| 6.93% | 3.20% | 6.56 | 4.41% | −1.47% | 0.190% | 18.03 Bil | |
| iShares Inflation Hedged Hgh Yld Bd ETF
HYGI
| — | 6.22% | 3.14 | 12.08% | — | 0.520% | 2.62 Mil | |
| iShares Inflation Hdg U.S. Aggt Bd ETF
AGIH
| — | 3.39% | 5.71 | 5.13% | — | 0.130% | 2.45 Mil | |
| WisdomTree TIPS Digital N/A
TIPSX
| — | 5.27% | — | 4.21% | — | 0.050% | 962,286.00 | |
| Western Asset Inflation-Linked Income Fd
WIA
| — | — | 8.71% | — | 5.72% | −3.71% | — | 216.66 Mil |
| Western Asset Inflation Idxd Plus Bd R
WAFRX
| 8.80% | 3.08% | 8.17 | 3.12% | −2.69% | 1.150% | 54.56 Mil | |
| Western Asset Inflation Idxd Plus Bd IS
WAFSX
| −0.36% | 3.57% | 8.17 | 3.62% | −2.07% | 0.520% | 54.56 Mil | |
| Western Asset Inflation Idxd Plus Bd I
WAIIX
| −0.47% | 3.49% | 8.17 | 3.54% | −2.18% | 0.610% | 54.56 Mil | |
| Western Asset Inflation Idxd Plus Bd FI
WATPX
| 9.16% | 3.13% | 8.17 | 3.17% | −2.47% | 0.850% | 54.56 Mil | |
| Western Asset Inflation Idxd Plus Bd A
WAFAX
| 8.76% | 3.29% | 8.17 | 3.34% | −2.44% | 0.900% | 54.56 Mil | |
| Western Asset Infl-Linked Opps & Inc Fd
WIW
| — | — | 8.56% | — | 5.57% | −3.32% | — | 608.78 Mil |
| Vanguard Inflation-Protected Secs Inv
VIPSX
| 2.10% | 4.31% | 6.72 | 4.56% | −1.44% | 0.200% | 27.03 Bil | |
| Vanguard Inflation-Protected Secs I
VIPIX
| 2.23% | 4.44% | 6.72 | 4.63% | −1.33% | 0.070% | 27.03 Bil | |
| Vanguard Inflation-Protected Secs Adm
VAIPX
| 2.20% | 4.41% | 6.72 | 4.66% | −1.36% | 0.100% | 27.03 Bil | |
| VY® BlackRock Inflation Protected Bd I
IBRIX
| 7.41% | 3.96% | 6.58 | 5.08% | −1.46% | 0.620% | 210.70 Mil | |
| VALIC Company I Inflation Protected
VCTPX
| 8.42% | 14.03% | 6.67 | 4.46% | −0.58% | 0.550% | 390.63 Mil | |
| Transamerica Inflation Opps R6
RTIOX
| 1.17% | 2.65% | — | 5.44% | −0.71% | 0.530% | 187.95 Mil | |
| Transamerica Inflation Opps R4
TIOEX
| — | — | — | — | — | 0.650% | 187.95 Mil | |
| Transamerica Inflation Opps R
TIODX
| — | — | — | — | — | 0.990% | 187.95 Mil | |
| Transamerica Inflation Opps I3
TIOBX
| — | — | — | — | — | 0.500% | 187.95 Mil | |
| T. Rowe Price Inflation Protected Bond Z
TRZHX
| — | — | 5.99% | 6.57 | 4.28% | −1.96% | — | 490.57 Mil |
| T. Rowe Price Inflation Protected Bond I
TIIPX
| 0.58% | 5.68% | 6.57 | 4.17% | −2.13% | 0.220% | 490.57 Mil | |
| T. Rowe Price Inflation Protected Bd
PRIPX
| 0.40% | 5.38% | 6.57 | 3.96% | −2.32% | 0.410% | 490.57 Mil | |
| Simplify Interest Rate Hedge ETF
PFIX
| — | — | 73.75% | −30.00 | 33.95% | 34.02% | 0.500% | 149.18 Mil |
| Schwab US TIPS ETF™
SCHP
| 8.19% | 3.33% | 6.55 | 4.52% | −1.34% | 0.030% | 11.15 Bil |