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TIPZ: PIMCO Broad U.S. TIPS Index ETF (ETF)
Basic Info 52.25 0.07(0.13%) June 09
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (37%) |
| Start Date: | 09/09/2009 |
| Last Dividend Date: | 06/01/2026 |
| 12-Mo. Yield | 5.10% |
| Expenses | 0.20% |
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Performance Analytics (As of 06/09/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/09/2009 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 2.2 | 5.0 | 3.8 | 0.9 | 2.5 | 2.4 | 3.0 | 5.9 | 1.5 | 3.9 | -12.7 | 5.9 | 11.0 | 8.6 | -1.7 | 2.1 | 4.7 | -2.5 | 4.5 | -9.3 | 6.7 | 13.9 | 6.2 | 2.9 |
| Sharpe Ratio | NA | 0.66 | 0.47 | 0.11 | -0.26 | 0.13 | NA | 0.34 | 0.63 | -0.45 | 0.04 | -1.48 | 1.19 | 1.27 | 1.76 | -0.89 | 0.36 | 0.9 | -0.41 | 0.92 | -1.51 | 1.31 | 1.99 | 1.02 | 1.86 |
| Draw Down(%) | NA | 2.1 | 2.2 | 4.7 | 15.4 | 15.4 | NA | 15.4 | 2.9 | 3.9 | 6.4 | 15.1 | 3.4 | 10.5 | 2.6 | 3.4 | 2.9 | 5.3 | 6.1 | 3.6 | 11.0 | 2.6 | 3.6 | 5.7 | 2.2 |
| Standard Deviation(%) | NA | 3.9 | 3.9 | 5.0 | 6.4 | 5.9 | NA | 5.8 | 4.8 | 4.7 | 6.8 | 9.6 | 5.0 | 8.4 | 4.1 | 3.5 | 4.0 | 5.0 | 6.1 | 4.9 | 6.2 | 5.1 | 7.0 | 6.0 | 5.1 |
| Treynor Ratio | NA | 0.03 | 0.02 | 0.01 | -0.02 | 0.01 | NA | 0.02 | 0.03 | -0.02 | 0.0 | -0.13 | 0.06 | 0.1 | 0.07 | -0.03 | 0.02 | 0.05 | -0.02 | 0.04 | -0.09 | 0.07 | 0.14 | 0.07 | 0.12 |
| 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
| Beta | NA | 0.94 | 0.98 | 1.0 | 1.03 | 1.03 | NA | 1.01 | 1.03 | 1.01 | 0.98 | 1.07 | 1.05 | 1.07 | 1.01 | 0.9 | 0.95 | 0.98 | 1.02 | 1.02 | 1.02 | 1.01 | 0.96 | 0.92 | 0.8 |
| RSquared | NA | 0.71 | 0.72 | 0.92 | 0.94 | 0.89 | NA | 0.87 | 0.87 | 0.97 | 0.97 | 0.96 | 0.93 | 0.8 | 0.94 | 0.63 | 0.75 | 0.77 | 0.85 | 0.85 | 0.94 | 0.78 | 0.89 | 0.79 | 0.65 |
| Yield(%) | N/A | 2.4 | 5.1 | 4.8 | 4.6 | 3.5 | 2.9 | N/A | 4.8 | 4.3 | 5.1 | 5.9 | 4.9 | 1.6 | 1.8 | 2.1 | 1.7 | 0.7 | 0.5 | 1.1 | 0.7 | 1.7 | 3.9 | 2.6 | 0.7 |
| Dividend Growth(%) | N/A | -49.2 | 24.7 | -10.1 | 185.4 | N/A | N/A | N/A | 7.8 | -17.3 | -28.0 | 21.1 | 232.1 | -3.0 | -18.9 | 23.2 | 147.5 | 29.0 | -50.0 | 55.0 | -59.5 | -52.3 | 53.2 | 277.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/09/2009
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