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IPE: SPDR Bloomberg Barclays TIPS ETF (ETF)
Basic Info
Asset Class: | Inflation-Protected Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/31/2007 |
Last Dividend Date: | 09/03/2019 |
12-Mo. Yield | 3.47% |
Expenses | 0.19% |
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Performance Analytics (As of 08/27/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/31/2007 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -1.4 | 2.5 | 2.2 | 2.5 | 3.9 | 8.2 | -1.5 | 2.1 | 4.3 | -2.3 | 4.6 | -9.4 | 6.6 | 13.8 | 6.3 | 10.2 | -1.9 | 9.9 |
Sharpe Ratio | NA | 1.53 | 0.22 | 0.32 | 0.56 | 0.51 | 2.41 | -0.86 | 0.38 | 0.83 | -0.37 | 0.93 | -1.52 | 1.39 | 2.0 | 1.03 | 1.18 | -0.21 | 1.9 |
Draw Down(%) | NA | 2.6 | 5.0 | 5.9 | 11.9 | 14.4 | 2.6 | 3.4 | 2.8 | 5.4 | 5.9 | 3.5 | 11.3 | 2.5 | 3.6 | 5.4 | 4.8 | 14.4 | 3.3 |
Standard Deviation(%) | NA | 4.0 | 3.9 | 4.7 | 5.3 | 6.7 | 4.1 | 3.3 | 4.0 | 4.9 | 6.2 | 4.9 | 6.3 | 4.8 | 6.9 | 6.0 | 8.6 | 13.2 | 7.7 |
Treynor Ratio | NA | 0.06 | 0.01 | 0.01 | 0.03 | 0.03 | 0.1 | -0.03 | 0.01 | 0.04 | -0.02 | 0.04 | -0.09 | 0.06 | 0.14 | 0.06 | 0.1 | -0.02 | 0.15 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 |
Beta | NA | 1.03 | 1.04 | 1.06 | 1.03 | 1.05 | 1.02 | 1.05 | 1.05 | 1.07 | 1.08 | 1.08 | 1.05 | 1.03 | 0.99 | 0.99 | 1.02 | 1.12 | 0.95 |
RSquared | NA | 0.94 | 0.92 | 0.93 | 0.94 | 0.85 | 0.93 | 0.94 | 0.89 | 0.94 | 0.94 | 0.95 | 0.97 | 0.95 | 0.95 | 0.92 | 0.82 | 0.78 | 0.65 |
Yield(%) | N/A | 2.6 | 2.7 | 1.9 | 2.3 | N/A | 2.2 | 2.7 | 3.0 | 1.5 | 0.1 | 1.7 | 1.0 | 1.9 | 4.3 | 2.4 | 2.1 | 5.4 | 3.7 |
Dividend Growth(%) | N/A | -31.8 | 170.2 | -19.8 | N/A | N/A | -23.0 | -10.6 | 109.9 | 1057.1 | -92.4 | 53.3 | -45.9 | -51.7 | 87.0 | 26.8 | -65.4 | 58.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2007
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