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STIP: iShares 0-5 Year TIPS Bond (ETF)
Basic Info 98.02 0.08(0.08%) May 31
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (38%) |
| Start Date: | 12/03/2010 |
| Last Dividend Date: | 05/01/2023 |
| 12-Mo. Yield | 5.03% |
| Expenses | 0.03% |
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Performance Analytics (As of 05/30/2023)
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(%) | -0.2 | 2.4 | 3.2 | 4.9 | 4.2 | 2.3 | 2.2 | 2.1 | 6.7 | 5.2 | 4.9 | 0.3 | 0.6 | 2.7 | -0.1 | -1.2 | -1.7 | 1.9 | 4.5 | 0.2 |
| SR | NA | 0.1 | -0.05 | 1.16 | 0.96 | 0.59 | 0.69 | 0.15 | 3.03 | 1.33 | 2.39 | -0.87 | 0.0 | 1.58 | -0.07 | -0.81 | -0.96 | 1.24 | 1.93 | 1.07 |
| DD(%) | NA | 1.2 | 3.2 | 3.2 | 5.3 | 5.3 | 5.3 | 3.2 | 1.1 | 5.3 | 0.5 | 0.9 | 1.0 | 1.0 | 1.6 | 3.0 | 3.3 | 1.0 | 1.6 | 0.7 |
| SD(%) | NA | 3.5 | 4.4 | 3.3 | 3.1 | 2.5 | 2.4 | 4.6 | 2.2 | 3.7 | 1.5 | 1.2 | 1.4 | 1.6 | 1.9 | 1.5 | 1.9 | 1.5 | 2.3 | 2.7 |
| TR | NA | 0.01 | -0.01 | 0.11 | 0.09 | 0.05 | 0.06 | 0.02 | 0.28 | 0.16 | 0.11 | -0.04 | 0.0 | 0.08 | 0.0 | -0.05 | -0.07 | 0.1 | 0.2 | 0.11 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.02 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.02 |
| Beta(%) | NA | 0.42 | 0.35 | 0.33 | 0.33 | 0.31 | 0.29 | 0.35 | 0.24 | 0.31 | 0.33 | 0.3 | 0.32 | 0.3 | 0.28 | 0.27 | 0.24 | 0.19 | 0.22 | 0.26 |
| RS | NA | 0.77 | 0.51 | 0.51 | 0.48 | 0.51 | 0.49 | 0.51 | 0.35 | 0.35 | 0.76 | 0.57 | 0.66 | 0.71 | 0.63 | 0.6 | 0.59 | 0.3 | 0.44 | 0.72 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/03/2010
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See Inflation-Protected Bond Asset Class Trend Rankings |
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Best ETFs
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- TDTF (FlexShares iBoxx 5Yr Target Dur TIPS ETF) 0.17% (37%)
- TDTT (FlexShares iBoxx 3Yr Target Dur TIPS ETF) 0.21% (36%)
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Best Closed End Funds
- WIW (Western/Claymore Infl-Lnk Opps Common) 0.22% (100%)
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