Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LTPZ (PIMCO 15+ Year US TIPS Index Exchange-Traded Fund) | 2.59% | 0.93% | -4.01% | -5.17% | 1.57% | 2.97% | NA | 3.59% |
Data as of 07/02/2025, AR inception is 09/08/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTPZ (PIMCO 15+ Year US TIPS Index Exchange-Traded Fund) | 09/08/2009 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.96 | 0.93 | -4.01 | -5.17 | 1.57 | 2.97 | NA | 3.59 | 2.59 | -4.80 | 0.96 | -31.71 | 7.01 | 24.87 | 17.47 | -7.00 | 9.06 | 11.34 | -8.83 | 19.68 | -19.21 | 12.67 | 27.59 | 8.67 | 3.23 |
| Sharpe Ratio | NA | -0.18 | -0.44 | -0.45 | 0.01 | NA | NA | 0.17 | 0.16 | -0.68 | -0.15 | -1.45 | 0.53 | 1.06 | 1.49 | -0.91 | 0.88 | 0.90 | -0.54 | 1.58 | -1.47 | 1.22 | 1.93 | 0.80 | 1.13 |
| Standard Deviation(%) | NA | 12.78 | 16.35 | 16.16 | 15.29 | NA | NA | 14.43 | 13.75 | 12.31 | 17.78 | 22.92 | 13.13 | 23.09 | 10.75 | 9.26 | 9.60 | 12.43 | 16.27 | 12.41 | 13.13 | 10.43 | 14.30 | 10.68 | 9.24 |
| Draw Down(%) | NA | 12.64 | 25.52 | 40.99 | 40.99 | NA | NA | 40.99 | 8.71 | 10.80 | 18.67 | 35.79 | 11.65 | 22.60 | 7.24 | 10.81 | 4.48 | 13.15 | 15.88 | 7.59 | 20.95 | 5.67 | 5.98 | 10.19 | 5.23 |
| Yield(%) | 0.44 | 3.35 | 3.61 | 3.38 | 3.43 | 3.41 | 2.86 | 3.81 | 2.36 | 3.41 | 3.56 | 5.47 | 3.65 | 1.72 | 1.99 | 2.98 | 2.38 | 2.47 | 0.63 | 2.06 | 1.02 | 1.69 | 4.37 | 2.66 | 0.82 |
Data as of 07/02/2025, AR inception is 09/08/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTPZ (PIMCO 15+ Year US TIPS Index Exchange-Traded Fund) |
-13.09%
Dec 2021 - Dec 2024 |
-5.16%
May 2020 - May 2025 |
0.11%
Jan 2015 - Jan 2025 |
2.88%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTPZ (PIMCO 15+ Year US TIPS Index Exchange-Traded Fund) |
16.99%
Nov 2018 - Nov 2021 |
10.62%
Dec 2015 - Dec 2020 |
7.88%
Jul 2010 - Jul 2020 |
3.70%
Feb 2010 - Feb 2025 |
Annualized Rolling Returns Comparison Chart