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STPZ: PIMCO 1-5 Year U.S. TIPS ETF (ETF)
Basic Info 53.57 0.01(0.02%) May 20
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (42%) |
| Start Date: | 08/21/2009 |
| Last Dividend Date: | 05/02/2022 |
| 12-Mo. Yield | 1.85% |
| Expenses | 0.20% |
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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(%) | 0.1 | 0.6 | 4.3 | 5.0 | 3.3 | 1.6 | 2.3 | 6.0 | 5.4 | 4.8 | 0.2 | -0.5 | 2.6 | -0.3 | -1.4 | -2.1 | 2.3 | 4.6 | 3.5 | 3.5 |
| SR | NA | 0.25 | 1.19 | 1.27 | 0.85 | 0.48 | 0.77 | 2.49 | 1.1 | 1.91 | -0.77 | -0.59 | 1.15 | -0.14 | -0.74 | -0.89 | 1.28 | 1.68 | 1.33 | 5.04 |
| DD(%) | NA | 2.2 | 2.2 | 6.8 | 6.8 | 6.8 | 6.8 | 1.3 | 6.8 | 0.8 | 1.0 | 2.1 | 1.5 | 2.1 | 3.5 | 3.9 | 1.2 | 2.0 | 1.9 | 0.7 |
| SD(%) | NA | 4.8 | 3.5 | 3.6 | 3.0 | 2.6 | 2.6 | 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 |
| TR | NA | 0.03 | 0.12 | 0.12 | 0.07 | 0.03 | 0.06 | 0.21 | 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 | 0.03 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 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 | 0.45 | 0.35 | 0.38 | 0.38 | 0.35 | 0.35 | 0.29 | 0.4 | 0.37 | 0.34 | 0.38 | 0.39 | 0.32 | 0.35 | 0.31 | 0.23 | 0.3 | 0.38 | 0.35 |
| RS | NA | 0.62 | 0.49 | 0.44 | 0.45 | 0.49 | 0.52 | 0.42 | 0.37 | 0.66 | 0.52 | 0.52 | 0.68 | 0.59 | 0.63 | 0.59 | 0.36 | 0.55 | 0.73 | 0.74 |
*: 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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