Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TIPX (SPDR Bloomberg 1-10 Year TIPS ETF) | 4.82% | 6.78% | 2.88% | 2.67% | 2.80% | NA | NA | 2.17% |
Data as of 07/02/2025, AR inception is 05/31/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TIPX (SPDR Bloomberg 1-10 Year TIPS ETF) | 05/31/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 6.78 | 2.88 | 2.67 | 2.80 | NA | NA | 2.17 | 4.82 | 3.13 | 4.36 | -7.58 | 5.45 | 8.54 | 6.60 | -0.32 | 2.54 | 1.92 | 0.69 | 0.53 | -3.56 |
| Sharpe Ratio | NA | 0.95 | -0.04 | 0.15 | 0.31 | NA | NA | 0.21 | 1.80 | -0.15 | 0.14 | -1.29 | 1.60 | 1.40 | 1.81 | -0.65 | 0.54 | 0.34 | 0.13 | 0.10 | -1.03 |
| Standard Deviation(%) | NA | 3.45 | 4.87 | 4.66 | 4.52 | NA | NA | 4.73 | 3.87 | 3.24 | 5.27 | 7.04 | 3.40 | 5.91 | 2.83 | 2.64 | 3.50 | 5.05 | 5.08 | 5.43 | 5.86 |
| Draw Down(%) | NA | 2.32 | 7.40 | 10.11 | 10.11 | NA | NA | 10.11 | 2.03 | 2.32 | 3.99 | 10.11 | 1.76 | 7.96 | 1.41 | 2.05 | 1.67 | 3.97 | 3.92 | 4.57 | 4.95 |
| Yield(%) | 0.38 | 3.02 | 3.63 | 3.85 | 2.94 | 2.00 | 1.50 | 2.50 | 1.83 | 3.56 | 3.59 | 5.32 | 4.30 | 1.84 | 2.63 | 1.86 | 2.81 | 1.06 | 0.06 | 1.51 | 0.24 |
Data as of 07/02/2025, AR inception is 05/31/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIPX (SPDR Bloomberg 1-10 Year TIPS ETF) |
-0.18%
Dec 2021 - Dec 2024 |
0.55%
Oct 2013 - Oct 2018 |
1.62%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIPX (SPDR Bloomberg 1-10 Year TIPS ETF) |
6.89%
Oct 2018 - Oct 2021 |
4.52%
Dec 2016 - Dec 2021 |
2.81%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart