TIPZ:NYE-PIMCO Broad U.S. TIPS Index Exchange-Traded Fund (USD)

ETF | Inflation-Protected Bond |

Last Closing

USD 54.1563

Change

0.00 (0.00)%

Market Cap

N/A

Volume

4.66K

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-21 )

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Market Performance

  Market Performance vs. Industry/Classification (Inflation-Protected Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 1.56% 11% F 30% F
Dividend Return 3.28% 100% F 63% D
Total Return 4.84% 56% F 32% F
Trailing 12 Months  
Capital Gain 3.64% 22% F 26% F
Dividend Return 4.42% 100% F 60% D-
Total Return 8.06% 67% D+ 29% F
Trailing 5 Years  
Capital Gain -10.04% 22% F 32% F
Dividend Return 16.88% 89% A- 60% D-
Total Return 6.84% 22% F 34% F
Average Annual (5 Year Horizon)  
Capital Gain -3.57% 22% F 21% F
Dividend Return -0.22% 22% F 23% F
Total Return 3.35% 78% C+ 64% D
Risk Return Profile  
Volatility (Standard Deviation) 6.83% 22% F 86% B+
Risk Adjusted Return -3.22% 22% F 23% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.