Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/13/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| STPZ (PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund) | 1.97% | 5.37% | 2.39% | 3.21% | 2.27% | 1.91% | NA | 2.26% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STPZ (PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund) | 08/21/2009 | 05/13/2025 |
The return data shown below all have the same latest date: 05/13/2025.
AR inception is since 08/21/2009.
AR inception is since 08/21/2009.
| 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 (%) | -0.63 | 5.37 | 2.39 | 3.21 | 2.27 | 1.91 | NA | 2.26 | 1.97 | 4.32 | 4.29 | -4.49 | 5.65 | 5.44 | 4.83 | 0.20 | -0.50 | 2.61 | -0.29 | -1.39 | -2.05 | 2.26 | 4.65 | 3.51 | 3.53 |
| Sharpe Ratio | NA | -0.16 | -0.45 | 0.20 | 0.21 | NA | NA | 0.40 | 1.32 | -1.04 | 0.01 | -1.15 | 2.37 | 1.10 | 1.91 | -0.77 | -0.59 | 1.15 | -0.14 | -0.74 | -0.89 | 1.28 | 1.68 | 1.33 | 5.04 |
| Standard Deviation(%) | NA | 2.64 | 3.62 | 3.31 | 3.03 | NA | NA | 2.79 | 3.50 | 2.18 | 3.54 | 5.12 | 2.38 | 4.71 | 1.80 | 1.44 | 1.91 | 2.09 | 2.31 | 1.91 | 2.34 | 1.74 | 2.75 | 2.58 | 1.99 |
| Draw Down(%) | NA | 1.27 | 5.21 | 6.70 | 6.77 | NA | NA | 6.77 | 1.27 | 1.12 | 2.02 | 6.70 | 1.42 | 6.77 | 0.78 | 0.98 | 2.07 | 1.51 | 2.07 | 3.45 | 3.89 | 1.18 | 2.00 | 1.89 | 0.67 |
| Yield(%) | 0.00 | 1.52 | 2.39 | 2.86 | 2.15 | 1.83 | 1.48 | 1.97 | 0.00 | 2.01 | 1.67 | 5.32 | 3.71 | 1.92 | 1.81 | 2.34 | 1.50 | 0.39 | 0.48 | 0.84 | 0.09 | 0.94 | 3.14 | 1.14 | 0.71 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STPZ (PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund) |
-1.25%
Dec 2012 - Dec 2015 |
-0.48%
Feb 2013 - Feb 2018 |
0.87%
Sep 2012 - Sep 2022 |
1.87%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STPZ (PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund) |
5.31%
Dec 2018 - Dec 2021 |
3.90%
Mar 2020 - Mar 2025 |
2.45%
Mar 2015 - Mar 2025 |
2.07%
Sep 2009 - Sep 2024 |
Annualized Rolling Returns Comparison Chart