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

ETF | Inflation-Protected Bond |

Last Closing

USD 54.29

Change

+0.13 (+0.24)%

Market Cap

N/A

Volume

0.02M

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: 2024-09-24 )

Largest Industry Peers for Inflation-Protected Bond

Symbol Name Price(Change) Market Cap
SCHP Schwab U.S. TIPS ETF

+0.14 (+0.26%)

USD 11.63B
STIP iShares 0-5 Year TIPS Bond ETF

+0.19 (+0.19%)

USD 7.75B
TDTT FlexShares iBoxx 3-Year Target..

+0.05 (+0.21%)

USD 1.75B
TIPX SPDR® Bloomberg 1-10 Year TIP..

+0.05 (+0.26%)

USD 1.41B
TDTF FlexShares iBoxx 5-Year Target..

+0.09 (+0.37%)

USD 0.69B
STPZ PIMCO 1-5 Year U.S. TIPS Index..

+0.11 (+0.21%)

USD 0.49B
LTPZ PIMCO 15+ Year U.S. TIPS Index..

-0.02 (-0.03%)

N/A
TIP iShares TIPS Bond ETF

+0.27 (+0.24%)

N/A

ETFs Containing TIPZ

SNUG 0.00 % 0.00 %

N/A

N/A

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 1.81% 11% F 29% F
Dividend Return 3.28% 100% F 62% D
Total Return 5.09% 67% D+ 31% F
Trailing 12 Months  
Capital Gain 5.01% 33% F 27% F
Dividend Return 4.47% 100% F 60% D-
Total Return 9.48% 67% D+ 29% F
Trailing 5 Years  
Capital Gain -9.61% 22% F 32% F
Dividend Return 16.92% 89% A- 60% D-
Total Return 7.31% 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.