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TIP: iShares TIPS Bond (ETF)
Basic Info 126.41 0.17(0.13%) September 25
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (64%) |
| Start Date: | 12/05/2003 |
| Last Dividend Date: | 05/01/2020 |
| 12-Mo. Yield | 1.33% |
| Expenses | 0.20% |
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Performance Analytics (As of 09/25/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.0 | 9.0 | 9.6 | 5.3 | 4.3 | 3.3 | 4.0 | 4.2 | 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 |
| SR | NA | 1.2 | 1.03 | 0.74 | 0.68 | 0.52 | NA | 0.53 | 1.77 | -0.89 | 0.3 | 0.98 | -0.32 | 0.79 | -1.43 | 1.36 | 1.89 | 1.05 | 1.11 | -0.12 | 1.53 | -0.67 | 0.06 | 1.2 | -0.21 |
| DD(%) | NA | 11.2 | 11.2 | 11.2 | 11.2 | 11.2 | NA | 14.6 | 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 |
| SD(%) | NA | 10.1 | 8.9 | 5.8 | 5.3 | 5.5 | NA | 6.2 | 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 |
| TR | NA | 0.11 | 0.08 | 0.04 | 0.03 | 0.03 | NA | 0.03 | 0.07 | -0.03 | 0.01 | 0.04 | -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 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 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 | 1.14 | 1.13 | 1.08 | 1.05 | 1.01 | NA | 1.0 | 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 |
| RS | NA | 0.84 | 0.84 | 0.86 | 0.87 | 0.91 | NA | 0.88 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/05/2003
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