Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SPIP (SPDR Portfolio TIPS ETF) 1.49% 4.64% 3.79% 0.86% 2.59% 2.52% NA
Data as of 06/04/2026, Common starting date is 05/30/2007
More Performance Analytics Comparison
Name Start Date End Date
SPIP (SPDR Portfolio TIPS ETF) 05/30/2007 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) -0.06 4.64 3.79 0.86 2.59 2.52 NA 1.49 6.78 2.34 2.94 -12.83 5.83 11.39 8.78 -1.51 3.17 4.73 -2.27 4.60 -9.45 6.79 13.82 6.35 10.21 -1.89 9.80
Sharpe Ratio NA 0.67 0.13 -0.24 0.17 NA NA 0.40 0.87 -0.25 -0.10 -1.49 1.18 1.25 1.79 -0.88 0.66 0.92 -0.37 0.94 -1.52 1.43 1.99 1.05 1.17 -0.22 1.86
Standard Deviation(%) NA 3.62 5.32 6.58 6.01 NA NA 3.87 4.50 5.16 7.57 9.60 4.91 8.89 4.08 3.30 3.80 4.88 6.17 4.90 6.25 4.75 6.92 5.98 8.62 13.21 7.67
Draw Down(%) NA 2.04 4.82 15.39 15.39 NA NA 2.04 2.92 3.73 6.61 14.93 3.27 10.66 2.60 3.44 2.12 5.06 5.86 3.54 11.33 2.49 3.64 5.42 4.79 14.39 3.33
Yield(%) 1.17 4.75 3.86 4.04 3.52 2.95 3.35 2.26 4.19 3.30 3.67 5.81 4.58 2.14 2.74 2.71 3.02 1.90 0.14 1.72 0.99 2.11 4.30 2.49 2.01 5.44 3.62
Data as of 06/04/2026, Common starting date is 05/30/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPIP (SPDR Portfolio TIPS ETF) -2.80%
Dec 2021 – Dec 2024
-0.32%
Nov 2012 – Nov 2017
0.84%
Sep 2012 – Sep 2022
2.56%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPIP (SPDR Portfolio TIPS ETF) 11.81%
Oct 2008 – Oct 2011
8.47%
Jun 2007 – Jun 2012
4.21%
Jun 2007 – Jun 2017
3.96%
Jul 2007 – Jul 2022
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return