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

ETF | Inflation-Protected Bond |

Last Closing

USD 53.49

Change

0.00 (0.00)%

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: 2024-10-20 )

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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 0.31% 22% F 30% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.31% 22% F 35% F
Trailing 12 Months  
Capital Gain 4.51% 44% F 28% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.51% 44% F 33% F
Trailing 5 Years  
Capital Gain -10.46% 22% F 38% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -10.46% 22% F 40% F
Average Annual (5 Year Horizon)  
Capital Gain -3.65% 22% F 19% F
Dividend Return -0.29% 22% F 21% F
Total Return 3.36% 78% C+ 65% D
Risk Return Profile  
Volatility (Standard Deviation) 6.76% 22% F 87% B+
Risk Adjusted Return -4.25% 22% F 20% 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.