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LTPZ: PIMCO 15+ Year U.S. TIPS ETF (ETF)
Basic Info 71.34 0.1(0.14%) May 20
| Asset Class: | LONG TERM |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 09/08/2009 |
| Last Dividend Date: | 05/02/2022 |
| 12-Mo. Yield | 1.53% |
| Expenses | 0.21% |
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Performance Analytics (As of 05/20/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.4 | -18.5 | -5.8 | 6.7 | 4.9 | 3.1 | 5.9 | 7.5 | 24.9 | 17.5 | -7.0 | 9.1 | 11.3 | -8.8 | 19.7 | -19.2 | 12.7 | 27.6 | 8.7 | 3.2 |
| SR | NA | -1.8 | -0.34 | 0.34 | 0.28 | 0.19 | 0.4 | 0.57 | 1.06 | 1.49 | -0.9 | 0.88 | 0.89 | -0.54 | 1.58 | -1.47 | 1.22 | 1.93 | 0.8 | 1.13 |
| DD(%) | NA | 19.5 | 20.5 | 22.6 | 22.6 | 22.7 | 22.7 | 11.6 | 22.6 | 7.2 | 10.8 | 4.5 | 13.2 | 15.9 | 7.6 | 20.9 | 5.7 | 6.0 | 10.2 | 5.2 |
| SD(%) | NA | 23.1 | 17.6 | 18.3 | 15.3 | 14.2 | 13.8 | 13.1 | 23.1 | 10.8 | 9.3 | 9.6 | 12.4 | 16.3 | 12.4 | 13.1 | 10.4 | 14.3 | 10.7 | 9.2 |
| TR | NA | 10.39 | 1.61 | -0.65 | -0.42 | -0.19 | -0.32 | 1.78 | -2.07 | -0.75 | 0.78 | -0.26 | -1.3 | 0.3 | -0.42 | 2.41 | -0.33 | -0.79 | -0.72 | -1.27 |
| Alpha(%) | NA | -0.21 | -0.02 | 0.04 | 0.03 | 0.02 | 0.03 | 0.03 | 0.11 | 0.08 | -0.03 | 0.06 | 0.05 | -0.03 | 0.1 | -0.07 | 0.07 | 0.11 | 0.04 | 0.05 |
| Beta(%) | NA | -0.04 | -0.04 | -0.1 | -0.1 | -0.14 | -0.17 | 0.04 | -0.12 | -0.21 | -0.11 | -0.32 | -0.09 | -0.29 | -0.47 | -0.08 | -0.39 | -0.35 | -0.12 | -0.08 |
| RS | NA | 0.0 | 0.0 | 0.02 | 0.02 | 0.03 | 0.05 | 0.0 | 0.03 | 0.06 | 0.04 | 0.05 | 0.01 | 0.08 | 0.19 | 0.0 | 0.23 | 0.32 | 0.04 | 0.02 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/08/2009
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