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STIP: iShares 0-5 Year TIPS Bond ETF (ETF)
Basic Info 98.69 0.49(0.49%) May 01
Asset Class: | Inflation-Protected Bond |
MyPlanIQ Rating: | (38%) |
Start Date: | 12/03/2010 |
Last Dividend Date: | 05/01/2024 |
12-Mo. Yield | 2.84% |
Expenses | 0.03% |
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Performance Analytics (As of 04/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/03/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.0 | 0.8 | 3.2 | 1.9 | 3.1 | 1.9 | 1.9 | 4.6 | -3.0 | 5.7 | 5.2 | 4.9 | 0.3 | 0.6 | 2.7 | -0.1 | -1.2 | -1.7 | 1.9 | 4.5 | 0.2 |
Sharpe Ratio | NA | -0.69 | -0.44 | -0.07 | 0.5 | 0.36 | 0.45 | 0.13 | -1.04 | 2.77 | 1.33 | 2.39 | -0.87 | 0.0 | 1.58 | -0.07 | -0.81 | -0.96 | 1.24 | 1.93 | 1.07 |
Draw Down(%) | NA | 0.7 | 1.5 | 5.5 | 5.5 | 5.5 | 5.5 | 1.5 | 5.5 | 1.1 | 5.3 | 0.5 | 0.9 | 1.0 | 1.0 | 1.6 | 3.0 | 3.3 | 1.0 | 1.6 | 0.7 |
Standard Deviation(%) | NA | 2.1 | 2.5 | 3.2 | 3.1 | 2.5 | 2.3 | 3.0 | 4.3 | 2.0 | 3.7 | 1.5 | 1.2 | 1.4 | 1.6 | 1.9 | 1.5 | 1.9 | 1.5 | 2.3 | 2.7 |
Treynor Ratio | NA | -0.04 | -0.03 | -0.01 | 0.04 | 0.02 | 0.03 | 0.01 | -0.1 | 0.18 | 0.16 | 0.11 | -0.04 | 0.0 | 0.08 | 0.0 | -0.05 | -0.07 | 0.1 | 0.2 | 0.11 |
Alpha | NA | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.02 |
Beta | NA | 0.37 | 0.38 | 0.41 | 0.38 | 0.35 | 0.32 | 0.4 | 0.44 | 0.32 | 0.31 | 0.33 | 0.3 | 0.32 | 0.3 | 0.28 | 0.27 | 0.24 | 0.19 | 0.22 | 0.26 |
RSquared | NA | 0.8 | 0.81 | 0.77 | 0.64 | 0.63 | 0.58 | 0.82 | 0.8 | 0.49 | 0.35 | 0.76 | 0.57 | 0.66 | 0.71 | 0.63 | 0.6 | 0.59 | 0.3 | 0.44 | 0.72 |
Yield(%) | N/A | 0.7 | 3.3 | 4.2 | 3.5 | 2.2 | N/A | 2.9 | 5.5 | 4.2 | 1.4 | 2.1 | 2.1 | 1.5 | 0.9 | 0.0 | 0.7 | 0.3 | 0.9 | 2.5 | 0.1 |
Dividend Growth(%) | N/A | -74.9 | -33.9 | 156.5 | 229.8 | N/A | N/A | -52.4 | 33.5 | 200.7 | -29.8 | -1.9 | 43.2 | 66.3 | N/A | -100.0 | 141.9 | -65.2 | -64.7 | 3500.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/03/2010
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