TIP: iShares TIPS Bond ETF (ETF)
Basic Info 105.76 0.41(0.39%) April 17
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 12/05/2003 |
| Last Dividend Date: | 04/01/2024 |
| 12-Mo. Yield | 2.76% |
| Expenses | 0.19% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/16/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/05/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | -1.6 | -0.6 | -1.6 | 2.0 | 1.7 | 2.8 | 3.2 | 3.2 | 3.8 | -12.3 | 5.7 | 10.8 | 8.3 | -1.4 | 1.8 | 4.7 | -1.8 | 3.6 | -8.5 | 6.1 | 13.3 | 6.1 | 8.9 | -0.5 | 11.9 | 0.3 | 2.5 | 8.3 | -0.0 |
| Sharpe Ratio | NA | -1.5 | -0.87 | -0.46 | 0.08 | 0.11 | NA | NA | 0.35 | -0.07 | -1.46 | 1.21 | 1.2 | 1.77 | -0.89 | 0.3 | 0.99 | -0.32 | 0.79 | -1.43 | 1.36 | 1.89 | 1.05 | 1.11 | -0.12 | 1.54 | -0.66 | 0.06 | 1.2 | -0.21 |
| Draw Down(%) | NA | 2.2 | 6.0 | 14.5 | 14.5 | 14.5 | NA | NA | 14.6 | 6.3 | 14.3 | 3.0 | 11.2 | 2.5 | 3.3 | 2.8 | 4.6 | 5.3 | 3.4 | 10.6 | 2.3 | 3.8 | 5.3 | 4.4 | 14.6 | 3.2 | 3.7 | 3.5 | 6.3 | 0.7 |
| Standard Deviation(%) | NA | 5.3 | 6.0 | 7.3 | 7.1 | 5.9 | NA | NA | 6.3 | 7.0 | 9.4 | 4.7 | 8.8 | 3.9 | 3.1 | 3.7 | 4.5 | 5.6 | 4.5 | 6.0 | 4.5 | 7.0 | 5.8 | 7.9 | 11.8 | 5.8 | 4.5 | 5.0 | 6.1 | 4.6 |
| Treynor Ratio | NA | -0.08 | -0.05 | -0.03 | 0.01 | 0.01 | NA | NA | 0.02 | 0.0 | -0.13 | 0.06 | 0.09 | 0.07 | -0.03 | 0.01 | 0.05 | -0.02 | 0.04 | -0.09 | 0.06 | 0.13 | 0.06 | 0.09 | -0.01 | 0.09 | -0.03 | 0.0 | 0.08 | -0.01 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 |
| Beta | NA | 1.0 | 0.98 | 1.03 | 1.05 | 1.03 | NA | NA | 1.01 | 1.02 | 1.05 | 1.01 | 1.14 | 0.97 | 0.98 | 0.96 | 0.99 | 1.0 | 1.0 | 1.0 | 0.95 | 0.98 | 0.96 | 0.98 | 1.04 | 0.95 | 0.95 | 0.95 | 0.95 | 0.93 |
| RSquared | NA | 0.98 | 0.98 | 0.97 | 0.93 | 0.93 | NA | NA | 0.9 | 0.98 | 0.97 | 0.95 | 0.84 | 0.94 | 0.94 | 0.86 | 0.94 | 0.97 | 0.96 | 0.96 | 0.9 | 0.92 | 0.93 | 0.9 | 0.82 | 0.84 | 0.89 | 0.87 | 0.89 | 0.93 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/05/2003
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Inflation-Protected Bond Asset Class Trend Rankings |
Top Rated Funds in Inflation-Protected Bond
Best Mutual Funds
- VIPSX (VANGUARD INFLATION-PROTECTED SECURITIES FUND INVESTOR SHARES) (98%)
- BPLBX (BlackRock Infl Prot bd Port BlackRock Cl) (97%)
- BPRIX (BlackRock Inflation Protected Bond Instl) (96%)
- HIPYX (THE HARTFORD INFLATION PLUS FUND CLASS Y) (95%)
- APISX (SHORT DURATION INFLATION PROTECTION BOND FUND R5 CLASS) (94%)
- AIANX (INFLATION-ADJUSTED BOND FUND R5 CLASS) (93%)
- ACITX (INFLATION-ADJUSTED BOND FUND INVESTOR CLASS) (92%)
- VAIPX (VANGUARD INFLATION-PROTECTED SECURITIES FUND ADMIRAL SHARES) (91%)
- VIPIX (VANGUARD INFLATION-PROTECTED SECURITIES FUND INSTITUTIONAL SHARES) (91%)
- APOIX (SHORT DURATION INFLATION PROTECTION BOND FUND INVESTOR CLASS) (90%)
Best ETFs
- TIP (iShares TIPS Bond ETF) 0.39% (97%)
- SCHP (Schwab U.S. TIPS ETF) 0.31% (42%)
- STPZ (PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund) 0.08% (40%)
- TIPZ (PIMCO Broad U.S. TIPS Index Exchange-Traded Fund) 0.29% (39%)
- STIP (iShares 0-5 Year TIPS Bond ETF) 0.05% (38%)
- TDTF (FlexShares iBoxx 5-Year Target Duration TIPS Index Fund) 0.26% (37%)
- TDTT (FlexShares iBoxx 3-Year Target Duration TIPS Index Fund) 0.17% (36%)
- VTIP (Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares) 0.08% (4%)
Best Closed End Funds
- WIW (Western Asset Claymore Inflation Linked Opportunities and Income Closed Fund) 0.48% (100%)
- WIA (Western Asset/Claymore Infl Linked Securities and Income Closed Fund) 0.38% (99%)
