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TDTF: FlexShares iBoxx 5Yr Target Dur TIPS ETF (ETF)
Basic Info 23.2 0.03(0.13%) December 08
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (37%) |
| Start Date: | 09/22/2011 |
| Last Dividend Date: | 12/01/2023 |
| 12-Mo. Yield | 4.34% |
| Expenses | 0.18% |
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Performance Analytics (As of 12/08/2023)
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.2 | 2.5 | 0.7 | -0.5 | 3.1 | 1.8 | 1.5 | -9.7 | 5.5 | 10.0 | 8.0 | -0.8 | 0.7 | 4.3 | -0.3 | -0.5 | -5.3 | 5.5 | 0.6 |
| SR | NA | -0.24 | -0.54 | -0.35 | 0.26 | 0.17 | 0.16 | -1.32 | 1.41 | 1.37 | 1.82 | -0.7 | 0.03 | 1.15 | -0.08 | -0.16 | -1.38 | 1.44 | 0.3 |
| DD(%) | NA | 5.6 | 5.6 | 12.0 | 12.0 | 12.0 | 12.0 | 12.0 | 2.2 | 9.6 | 1.8 | 2.9 | 2.6 | 3.5 | 3.4 | 4.0 | 6.7 | 1.7 | 2.1 |
| SD(%) | NA | 6.7 | 6.6 | 6.6 | 6.2 | 5.0 | 5.0 | 8.4 | 3.9 | 7.1 | 3.6 | 3.1 | 3.2 | 3.6 | 4.3 | 3.3 | 3.8 | 3.8 | 7.8 |
| TR | NA | -0.02 | -0.04 | -0.03 | 0.02 | 0.01 | 0.01 | -0.12 | 0.07 | 0.11 | 0.07 | -0.02 | 0.0 | 0.06 | -0.01 | -0.01 | -0.09 | 0.1 | 0.04 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 |
| Beta | NA | 0.96 | 0.96 | 0.92 | 0.91 | 0.85 | 0.8 | 0.93 | 0.8 | 0.91 | 0.88 | 0.94 | 0.76 | 0.71 | 0.71 | 0.65 | 0.58 | 0.55 | 0.61 |
| RS | NA | 0.93 | 0.93 | 0.91 | 0.89 | 0.85 | 0.79 | 0.93 | 0.84 | 0.83 | 0.89 | 0.87 | 0.74 | 0.79 | 0.82 | 0.76 | 0.79 | 0.44 | 0.25 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/22/2011
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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) 0.14% (40%)
- TIPZ (PIMCO Broad U.S. TIPS ETF) 0.06% (39%)
- STIP (iShares 0-5 Year TIPS Bond) 0.08% (38%)
- TDTF (FlexShares iBoxx 5Yr Target Dur TIPS ETF) 0.13% (37%)
- TDTT (FlexShares iBoxx 3Yr Target Dur TIPS ETF) 0.17% (36%)
- VTIP (Vanguard Short-Term Infl-Prot Secs ETF) 0.15% (4%)
Best Closed End Funds
- WIW (Western/Claymore Infl-Lnk Opps Common) 0.81% (100%)
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