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
TIPX (SPDR Bloomberg 1-10 Year TIPS ETF) 2.49% 5.84% 5.04% 2.45% 3.02% NA NA
Data as of 06/05/2026, Common starting date is 05/31/2013
More Performance Analytics Comparison
Name Start Date End Date
TIPX (SPDR Bloomberg 1-10 Year TIPS ETF) 05/31/2013 06/05/2026
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
Annualized Return (%) 0.61 5.84 5.04 2.45 3.02 NA NA 2.49 7.15 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 0.92 0.48 -0.04 0.31 NA NA 0.81 1.31 -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 2.65 3.52 4.64 4.39 NA NA 2.65 3.27 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 1.29 2.50 10.11 10.11 NA NA 1.29 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(%) 1.10 4.56 3.88 4.02 3.26 2.26 1.70 2.14 3.90 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 06/05/2026, Common starting date 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
3.16%
Nov 2015 – Nov 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return