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TIP: iShares TIPS Bond ETF (ETF)
Basic Info 108.51 0.25(0.23%) December 02
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 12/05/2003 |
| Last Dividend Date: | 12/02/2024 |
| 12-Mo. Yield | 2.46% |
| Expenses | 0.19% |
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Performance Analytics (As of 12/02/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/05/2003 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.9 | 3.4 | 5.9 | -1.8 | 2.0 | 2.0 | 2.6 | 3.3 | 3.4 | 3.8 | -12.3 | 5.7 | 10.8 | 8.3 | -1.4 | 1.8 | 4.7 | -1.8 | 3.6 | -8.5 | 6.1 | 13.3 | 6.1 | 8.9 | -0.5 | 11.9 | 0.3 | 2.5 | 8.3 | -0.0 |
| Sharpe Ratio | NA | -0.69 | -0.18 | -0.8 | -0.05 | 0.08 | NA | NA | 0.34 | -0.07 | -1.46 | 1.21 | 1.2 | 1.77 | -0.89 | 0.3 | 0.99 | -0.32 | 0.79 | -1.43 | 1.36 | 1.89 | 1.05 | 1.11 | -0.12 | 1.54 | -0.66 | 0.06 | 1.2 | -0.21 |
| Draw Down(%) | NA | 2.9 | 2.9 | 14.5 | 14.5 | 14.5 | NA | NA | 14.6 | 6.3 | 14.3 | 3.0 | 11.2 | 2.5 | 3.3 | 2.8 | 4.6 | 5.3 | 3.4 | 10.6 | 2.3 | 3.8 | 5.3 | 4.4 | 14.6 | 3.2 | 3.7 | 3.5 | 6.3 | 0.7 |
| Standard Deviation(%) | NA | 4.6 | 4.9 | 7.2 | 7.2 | 5.9 | NA | NA | 6.3 | 7.0 | 9.4 | 4.7 | 8.8 | 3.9 | 3.1 | 3.7 | 4.5 | 5.6 | 4.5 | 6.0 | 4.5 | 7.0 | 5.8 | 7.9 | 11.8 | 5.8 | 4.5 | 5.0 | 6.1 | 4.6 |
| Treynor Ratio | NA | -0.03 | -0.01 | -0.06 | 0.0 | 0.0 | NA | NA | 0.02 | 0.0 | -0.13 | 0.06 | 0.09 | 0.07 | -0.03 | 0.01 | 0.05 | -0.02 | 0.04 | -0.09 | 0.06 | 0.13 | 0.06 | 0.09 | -0.01 | 0.09 | -0.03 | 0.0 | 0.08 | -0.01 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 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 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 |
| Beta | NA | 0.99 | 0.99 | 1.03 | 1.05 | 1.03 | NA | NA | 1.01 | 1.02 | 1.05 | 1.01 | 1.14 | 0.97 | 0.98 | 0.96 | 0.99 | 1.0 | 1.0 | 1.0 | 0.95 | 0.98 | 0.96 | 0.98 | 1.04 | 0.95 | 0.95 | 0.95 | 0.95 | 0.93 |
| RSquared | NA | 0.97 | 0.98 | 0.97 | 0.93 | 0.93 | NA | NA | 0.9 | 0.98 | 0.97 | 0.95 | 0.84 | 0.94 | 0.94 | 0.86 | 0.94 | 0.97 | 0.96 | 0.96 | 0.9 | 0.92 | 0.93 | 0.9 | 0.82 | 0.84 | 0.89 | 0.87 | 0.89 | 0.93 |
| Yield(%) | N/A | 2.4 | 2.4 | 3.5 | 3.5 | 2.6 | 2.7 | 3.2 | N/A | 2.7 | 5.8 | 4.3 | 1.3 | 1.9 | 2.6 | 2.0 | 1.5 | 0.3 | 1.7 | 1.0 | 2.1 | 4.5 | 2.6 | 4.2 | 5.9 | 4.5 | 4.1 | 5.3 | 4.1 | 0.1 |
| Dividend Growth(%) | N/A | -14.0 | -23.1 | 58.6 | 122.4 | -23.7 | N/A | N/A | N/A | -60.4 | 34.1 | 271.0 | -27.0 | -31.1 | 34.2 | 32.3 | 351.6 | -80.2 | 48.0 | -47.5 | -49.8 | 77.6 | -33.4 | -35.4 | 39.2 | 5.1 | -23.4 | 34.6 | 3441.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/05/2003
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