LTPZ:NYE-PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund (USD)

ETF | Inflation-Protected Bond |

Last Closing

USD 55.41

Change

+0.65 (+1.19)%

Market Cap

N/A

Volume

0.07M

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: 2024-10-30 )

Largest Industry Peers for Inflation-Protected Bond

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

+0.05 (+0.19%)

USD 11.14B
STIP iShares 0-5 Year TIPS Bond ETF

N/A

USD 7.73B
TDTT FlexShares iBoxx 3-Year Target..

+0.02 (+0.08%)

USD 1.72B
TIPX SPDR® Bloomberg 1-10 Year TIP..

N/A

USD 1.38B
TDTF FlexShares iBoxx 5-Year Target..

+0.01 (+0.04%)

USD 0.70B
STPZ PIMCO 1-5 Year U.S. TIPS Index..

N/A

USD 0.48B
TIP iShares TIPS Bond ETF

+0.21 (+0.19%)

N/A
TIPZ PIMCO Broad U.S. TIPS Index Ex..

+0.12 (+0.23%)

N/A

ETFs Containing LTPZ

HRA:CA 0.00 % 0.98 %

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 -2.24% 13% F 27% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.24% 13% F 37% F
Trailing 12 Months  
Capital Gain 8.48% 100% F 38% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.48% 100% F 44% F
Trailing 5 Years  
Capital Gain -23.93% 11% F 27% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -23.93% 11% F 34% F
Average Annual (5 Year Horizon)  
Capital Gain -7.91% 11% F 9% A-
Dividend Return -5.13% 11% F 9% A-
Total Return 2.79% 22% F 59% D-
Risk Return Profile  
Volatility (Standard Deviation) 13.31% 11% F 70% C-
Risk Adjusted Return -38.52% 11% F 7% C-
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:

There is nothing we particularly like

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.