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

ETF | Inflation-Protected Bond |

Last Closing

USD 52.71

Change

+0.06 (+0.12)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-05 )

Largest Industry Peers for Inflation-Protected Bond

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

+0.02 (+0.08%)

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

-0.03 (-0.03%)

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

-0.01 (-0.04%)

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

+0.02 (+0.11%)

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

+0.02 (+0.06%)

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

-0.03 (-0.06%)

USD 0.48B
LTPZ PIMCO 15+ Year U.S. TIPS Index..

+0.28 (+0.51%)

N/A
TIP iShares TIPS Bond ETF

+0.10 (+0.09%)

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 -1.15% 33% F 30% F
Dividend Return -29.96% 33% F 26% F
Total Return -31.11% 44% F 16% F
Trailing 12 Months  
Capital Gain 1.60% 22% F 26% F
Dividend Return -30.25% 33% F 27% F
Total Return -28.65% 44% F 15% F
Trailing 5 Years  
Capital Gain -11.37% 38% F 39% F
Dividend Return -13.14% 33% F 53% F
Total Return -24.51% 44% F 29% F
Average Annual (5 Year Horizon)  
Capital Gain -3.69% 22% F 18% F
Dividend Return -0.37% 22% F 21% F
Total Return 3.32% 78% C+ 68% D+
Risk Return Profile  
Volatility (Standard Deviation) 6.75% 22% F 86% B+
Risk Adjusted Return -5.48% 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.