Find A Portfolio/Ticker
Comparison Box
ITPS.L: ISHARES II PLC ISHARES $ TIPS U (ETF)
Basic Info
Asset Class: | Inflation-Protected Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/12/2006 |
Last Dividend Date: | - |
12-Mo. Yield | 0.00% |
Expenses | 0.12% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 07/16/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/12/2006 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -8.6 | -3.3 | 4.0 | 5.1 | 7.5 | -8.6 | 1.6 | 31.8 | -6.0 | 26.4 | 2.5 | 10.5 | -11.6 | 2.9 | 14.5 | 9.1 | -2.2 | 38.3 | 9.1 | -2.0 |
Sharpe Ratio | NA | 0.02 | -0.31 | -0.47 | -0.49 | -0.23 | NA | 9.62 | 0.2 | -2.85 | -0.5 | -1.57 | -0.12 | -3.47 | -1.75 | -0.34 | -0.78 | -1.2 | 0.72 | -0.07 | -28.62 |
Draw Down(%) | NA | 8.6 | 25.4 | 25.4 | 37.7 | 52.2 | 8.6 | 0.2 | 25.4 | 9.9 | 6.9 | 9.5 | 37.5 | 17.2 | 5.4 | 5.7 | 9.0 | 17.8 | 13.1 | 52.2 | 2.1 |
Standard Deviation(%) | NA | 0.0 | 45.8 | 30.3 | 30.7 | 57.6 | 0.0 | 10.1 | 52.1 | 8.9 | 15.4 | 10.2 | 68.4 | 8.7 | 9.1 | 11.9 | 12.1 | 17.3 | 26.0 | 177.6 | 7.3 |
Treynor Ratio | NA | 0.0 | 0.34 | 0.47 | 1.21 | -0.84 | 0.0 | 1.13 | 0.05 | -0.77 | -0.08 | -0.27 | 0.03 | -0.69 | -0.17 | -0.05 | -0.15 | -0.59 | 0.3 | -0.05 | -7.23 |
Alpha | NA | 1.36 | 0.01 | -0.57 | -0.67 | -0.31 | NA | 0.23 | 0.26 | -0.8 | 0.04 | -0.69 | -0.08 | -0.75 | -0.02 | 0.0 | -0.27 | -0.06 | 0.12 | 0.71 | -0.44 |
Beta | NA | -1.01 | -0.41 | -0.3 | -0.12 | 0.16 | NA | 0.86 | 1.98 | 0.33 | 0.96 | 0.58 | -2.75 | 0.44 | 0.9 | 0.75 | 0.62 | 0.35 | 0.61 | 2.72 | 0.29 |
RSquared | NA | 0.0 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.17 | 0.01 | 0.02 | 0.08 | 0.1 | 0.03 | 0.09 | 0.21 | 0.18 | 0.08 | 0.03 | 0.06 | 0.01 | 0.04 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 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 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/12/2006
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) (97%)
- SCHP (Schwab U.S. TIPS ETF) (42%)
- STPZ (PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund) (40%)
- TIPZ (PIMCO Broad U.S. TIPS Index Exchange-Traded Fund) (39%)
- STIP (iShares 0-5 Year TIPS Bond ETF) (38%)
- TDTF (FlexShares iBoxx 5-Year Target Duration TIPS Index Fund) (37%)
- TDTT (FlexShares iBoxx 3-Year Target Duration TIPS Index Fund) (36%)
- VTIP (Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares) (4%)
Best Closed End Funds
- WIW (Western Asset Claymore Inflation Linked Opportunities and Income Closed Fund) (100%)
- WIA (Western Asset/Claymore Infl Linked Securities and Income Closed Fund) (99%)