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TIPX: SPDR® Bloomberg 1-10 Year TIPS ETF (ETF)
Basic Info 18.84 0(0.0%) October 11
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 05/31/2013 |
| Last Dividend Date: | 10/01/2024 |
| 12-Mo. Yield | 3.76% |
| Expenses | - |
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Performance Analytics (As of 10/10/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 4.6 | 8.4 | 0.7 | 3.0 | 2.3 | 3.3 | 4.4 | -7.6 | 5.5 | 8.5 | 6.6 | -0.3 | 2.5 | 1.9 | 0.7 | 0.5 | -3.6 |
| Sharpe Ratio | NA | -0.45 | 0.65 | -0.57 | 0.11 | 0.19 | 0.14 | 0.02 | -1.28 | 1.6 | 1.4 | 1.84 | -0.62 | 0.55 | 0.34 | 0.13 | 0.1 | -1.03 |
| Draw Down(%) | NA | 1.4 | 1.4 | 10.1 | 10.1 | 10.1 | 10.1 | 4.0 | 10.1 | 1.8 | 8.0 | 1.4 | 2.1 | 1.7 | 4.0 | 3.9 | 4.6 | 5.0 |
| Standard Deviation(%) | NA | 3.4 | 3.8 | 5.4 | 5.2 | 4.7 | 4.8 | 5.3 | 7.0 | 3.4 | 5.9 | 2.8 | 2.6 | 3.5 | 5.1 | 5.1 | 5.4 | 5.9 |
| Treynor Ratio | NA | -0.45 | 0.5 | -0.47 | 0.13 | 0.33 | 0.27 | 0.04 | -1.09 | 0.85 | 2.86 | -1.31 | 0.56 | -0.21 | 0.47 | -0.16 | -0.13 | -1.51 |
| Alpha | NA | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.03 | 0.02 | 0.03 | 0.02 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | -0.03 |
| Beta | NA | 0.03 | 0.05 | 0.06 | 0.05 | 0.03 | 0.02 | 0.03 | 0.08 | 0.06 | 0.03 | -0.04 | -0.03 | -0.09 | 0.04 | -0.04 | -0.04 | 0.04 |
| RSquared | NA | 0.02 | 0.03 | 0.05 | 0.04 | 0.01 | 0.01 | 0.0 | 0.09 | 0.07 | 0.03 | 0.03 | 0.04 | 0.03 | 0.01 | 0.02 | 0.01 | 0.01 |
| Yield(%) | N/A | 2.9 | 3.7 | 4.0 | 3.8 | 2.7 | N/A | 3.6 | 5.3 | 4.4 | 1.8 | 2.6 | 1.9 | 2.8 | 1.1 | 0.1 | 1.5 | 0.2 |
| Dividend Growth(%) | N/A | -19.1 | 15.1 | 51.1 | N/A | N/A | N/A | -40.8 | 22.8 | 151.9 | -27.0 | 38.2 | -34.6 | 172.7 | 1550.0 | -95.8 | 508.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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