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SCHP: Schwab US TIPS ETF (ETF)
Basic Info 52.47 0.01(0.02%) May 26
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (42%) |
| Start Date: | 08/05/2010 |
| Last Dividend Date: | 05/01/2023 |
| 12-Mo. Yield | 6.16% |
| Expenses | 0.04% |
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Performance Analytics (As of 05/26/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.5 | 2.3 | 0.4 | 3.1 | 4.4 | 2.4 | 3.2 | -6.2 | 7.8 | 10.9 | 8.5 | -1.4 | 3.0 | 4.6 | -1.8 | 4.1 | -8.9 | 6.3 | 13.4 | 1.2 |
| SR | NA | 0.13 | -0.31 | 0.3 | 0.49 | 0.29 | 0.46 | -0.8 | 1.67 | 1.28 | 1.84 | -0.92 | 0.69 | 0.99 | -0.33 | 0.92 | -1.53 | 1.39 | 1.98 | 0.4 |
| DD(%) | NA | 2.9 | 8.8 | 10.6 | 10.8 | 10.8 | 11.2 | 10.6 | 2.9 | 10.8 | 2.4 | 3.1 | 2.0 | 4.6 | 5.3 | 3.4 | 10.6 | 2.4 | 3.6 | 5.2 |
| SD(%) | NA | 7.3 | 9.0 | 6.8 | 6.7 | 5.8 | 5.8 | 9.5 | 4.7 | 8.3 | 3.9 | 3.0 | 3.5 | 4.5 | 5.5 | 4.5 | 5.9 | 4.5 | 6.7 | 6.9 |
| TR | NA | 0.01 | -0.03 | 0.02 | 0.04 | 0.02 | 0.03 | -0.09 | 0.11 | 0.1 | 0.07 | -0.03 | 0.03 | 0.04 | -0.02 | 0.04 | -0.09 | 0.06 | 0.14 | 0.03 |
| Alpha(%) | NA | 0.01 | 0.0 | 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 | 0.0 | 0.0 |
| Beta(%) | NA | 1.0 | 0.85 | 0.85 | 0.92 | 0.94 | 0.94 | 0.86 | 0.71 | 1.1 | 0.96 | 0.94 | 0.93 | 0.99 | 0.97 | 0.97 | 0.98 | 0.98 | 0.97 | 0.95 |
| RS | NA | 0.97 | 0.73 | 0.76 | 0.8 | 0.85 | 0.87 | 0.73 | 0.68 | 0.88 | 0.93 | 0.91 | 0.92 | 0.95 | 0.97 | 0.92 | 0.96 | 0.94 | 0.96 | 0.97 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/05/2010
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See Inflation-Protected Bond Asset Class Trend Rankings |
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Best ETFs
- TIP (iShares TIPS Bond) 0.12% (97%)
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- STPZ (PIMCO 1-5 Year U.S. TIPS ETF) 0.02% (40%)
- TIPZ (PIMCO Broad U.S. TIPS ETF) 0.11% (39%)
- STIP (iShares 0-5 Year TIPS Bond) 0.0% (38%)
- TDTF (FlexShares iBoxx 5Yr Target Dur TIPS ETF) 0.08% (37%)
- TDTT (FlexShares iBoxx 3Yr Target Dur TIPS ETF) 0.13% (36%)
- VTIP (Vanguard Short-Term Infl-Prot Secs ETF) 0.06% (4%)
Best Closed End Funds
- WIW (Western/Claymore Infl-Lnk Opps Common) 0.34% (100%)
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