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TIPZ: PIMCO Broad U.S. TIPS ETF (ETF)
Basic Info 52.45 0.03(0.06%) December 08
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (39%) |
| Start Date: | 09/09/2009 |
| Last Dividend Date: | 12/01/2023 |
| 12-Mo. Yield | 5.25% |
| Expenses | 0.20% |
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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 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.1 | 2.0 | -0.3 | -1.7 | 2.6 | 2.0 | 2.7 | -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 |
| SR | NA | -0.33 | -0.68 | -0.47 | 0.17 | 0.17 | 0.34 | -1.47 | 1.19 | 1.27 | 1.78 | -0.86 | 0.37 | 0.9 | -0.41 | 0.92 | -1.51 | 1.31 | 1.99 | 1.02 | 1.86 |
| DD(%) | NA | 6.4 | 6.4 | 15.4 | 15.4 | 15.4 | 15.4 | 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 |
| SD(%) | NA | 6.8 | 6.7 | 7.3 | 7.0 | 6.0 | 6.0 | 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 |
| TR | NA | -0.02 | -0.05 | -0.03 | 0.01 | 0.01 | 0.02 | -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 | 0.0 | 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 | 0.0 | 0.01 |
| Beta | NA | 0.99 | 0.99 | 1.04 | 1.05 | 1.03 | 1.01 | 1.07 | 1.06 | 1.07 | 1.01 | 0.9 | 0.95 | 0.98 | 1.02 | 1.02 | 1.02 | 1.01 | 0.96 | 0.92 | 0.8 |
| RS | NA | 0.97 | 0.96 | 0.95 | 0.91 | 0.87 | 0.87 | 0.96 | 0.93 | 0.81 | 0.94 | 0.63 | 0.75 | 0.77 | 0.85 | 0.85 | 0.94 | 0.78 | 0.89 | 0.79 | 0.65 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/09/2009
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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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- 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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