Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TIPZ (PIMCO Broad U.S. TIPS Index ETF) | 5.61% | 4.40% | 1.09% | 0.98% | 2.43% | 2.69% | NA | 3.19% |
Data as of 08/01/2025, AR inception is 09/09/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TIPZ (PIMCO Broad U.S. TIPS Index ETF) | 09/09/2009 | 08/01/2025 |
| 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 (%) | 0.62 | 4.40 | 1.09 | 0.98 | 2.43 | 2.69 | NA | 3.19 | 5.61 | 1.53 | 3.90 | -12.67 | 5.93 | 10.98 | 8.64 | -1.70 | 2.09 | 4.68 | -2.49 | 4.50 | -9.32 | 6.71 | 13.90 | 6.20 | 2.88 |
| Sharpe Ratio | NA | 0.25 | -0.36 | -0.17 | 0.17 | NA | NA | 0.35 | 1.28 | -0.45 | 0.04 | -1.48 | 1.19 | 1.27 | 1.76 | -0.89 | 0.36 | 0.90 | -0.41 | 0.92 | -1.51 | 1.31 | 1.99 | 1.02 | 1.86 |
| Standard Deviation(%) | NA | 4.98 | 6.36 | 6.41 | 5.93 | NA | NA | 5.93 | 5.33 | 4.68 | 6.80 | 9.58 | 4.95 | 8.41 | 4.07 | 3.48 | 3.95 | 4.97 | 6.10 | 4.87 | 6.19 | 5.14 | 6.95 | 6.01 | 5.06 |
| Draw Down(%) | NA | 4.05 | 9.69 | 15.41 | 15.41 | NA | NA | 15.41 | 2.86 | 3.90 | 6.44 | 15.14 | 3.36 | 10.48 | 2.56 | 3.43 | 2.88 | 5.28 | 6.08 | 3.58 | 11.05 | 2.55 | 3.61 | 5.67 | 2.23 |
| Yield(%) | 0.00 | 3.98 | 4.52 | 4.34 | 3.19 | 2.90 | 2.40 | 3.20 | 2.83 | 4.32 | 5.14 | 5.89 | 4.86 | 1.60 | 1.77 | 2.10 | 1.72 | 0.72 | 0.54 | 1.12 | 0.66 | 1.69 | 3.90 | 2.63 | 0.71 |
Data as of 08/01/2025, AR inception is 09/09/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIPZ (PIMCO Broad U.S. TIPS Index ETF) |
-2.70%
Dec 2021 - Dec 2024 |
-0.59%
Nov 2012 - Nov 2017 |
0.59%
Sep 2012 - Sep 2022 |
2.61%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TIPZ (PIMCO Broad U.S. TIPS Index ETF) |
9.10%
Oct 2009 - Oct 2012 |
5.09%
Dec 2016 - Dec 2021 |
3.62%
Jan 2011 - Jan 2021 |
2.88%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison Chart