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STPZ: PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund (ETF)
Basic Info 52.49 0.12(0.23%) December 02
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (38%) |
| Start Date: | 08/21/2009 |
| Last Dividend Date: | 11/01/2024 |
| 12-Mo. Yield | 1.89% |
| Expenses | 0.20% |
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Performance Analytics (As of 11/29/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/21/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 4.4 | 5.6 | 1.4 | 3.1 | 2.0 | 1.9 | 2.1 | 4.3 | -4.5 | 5.6 | 5.4 | 4.8 | 0.2 | -0.5 | 2.6 | -0.3 | -1.4 | -2.1 | 2.3 | 4.6 | 3.5 | 3.5 |
| Sharpe Ratio | NA | -0.85 | -0.38 | -0.66 | 0.2 | 0.16 | NA | 0.39 | 0.01 | -1.15 | 2.37 | 1.1 | 1.91 | -0.77 | -0.59 | 1.15 | -0.14 | -0.74 | -0.89 | 1.28 | 1.68 | 1.33 | 5.04 |
| Draw Down(%) | NA | 1.1 | 1.1 | 6.7 | 6.8 | 6.8 | NA | 6.8 | 2.0 | 6.7 | 1.4 | 6.8 | 0.8 | 1.0 | 2.1 | 1.5 | 2.1 | 3.5 | 3.9 | 1.2 | 2.0 | 1.9 | 0.7 |
| Standard Deviation(%) | NA | 2.2 | 2.4 | 3.8 | 3.8 | 3.0 | NA | 2.8 | 3.5 | 5.1 | 2.4 | 4.7 | 1.8 | 1.4 | 1.9 | 2.1 | 2.3 | 1.9 | 2.3 | 1.7 | 2.7 | 2.6 | 2.0 |
| Treynor Ratio | NA | -0.05 | -0.02 | -0.05 | 0.02 | 0.01 | NA | 0.03 | 0.0 | -0.11 | 0.14 | 0.13 | 0.09 | -0.03 | -0.03 | 0.06 | -0.01 | -0.04 | -0.07 | 0.1 | 0.16 | 0.09 | 0.28 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 |
| Beta | NA | 0.41 | 0.42 | 0.49 | 0.46 | 0.43 | NA | 0.39 | 0.47 | 0.52 | 0.39 | 0.4 | 0.37 | 0.34 | 0.38 | 0.39 | 0.32 | 0.35 | 0.31 | 0.23 | 0.3 | 0.38 | 0.35 |
| RSquared | NA | 0.72 | 0.76 | 0.79 | 0.64 | 0.62 | NA | 0.6 | 0.83 | 0.81 | 0.55 | 0.37 | 0.66 | 0.52 | 0.52 | 0.68 | 0.59 | 0.63 | 0.59 | 0.36 | 0.55 | 0.73 | 0.74 |
| Yield(%) | N/A | 1.7 | 1.7 | 2.9 | 3.1 | 2.1 | 1.8 | N/A | 1.7 | 5.3 | 3.7 | 1.9 | 1.8 | 2.3 | 1.5 | 0.4 | 0.5 | 0.8 | 0.1 | 0.9 | 3.1 | 1.1 | 0.7 |
| Dividend Growth(%) | N/A | 4.2 | -7.0 | 21.7 | 162.9 | N/A | N/A | N/A | -71.5 | 45.0 | 100.0 | 9.8 | -24.3 | 54.6 | 293.0 | -20.0 | -43.8 | 790.0 | -90.0 | -69.7 | 182.5 | 63.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/21/2009
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See Inflation-Protected Bond Asset Class Trend Rankings |
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