TIPX:ARCA-SPDR Bloomberg Barclays 1-10 Year TIPS (USD)

ETF | Inflation-Protected Bond | NYSE Arca

Last Closing

USD 18.6

Change

-0.05 (-0.27)%

Market Cap

USD 0.06B

Volume

0.11M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to provide investment results that correspond generally to the price and yield performance of the Bloomberg Barclays 1-10 Year U.S. Government Inflation-Linked Bond Index that tracks the 1-10 year inflation protected sector of the United States Treasury market. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The fund is non-diversified.

Inception Date: 29/05/2013

Primary Benchmark: BBgBarc US Govt Infl Lkd 1-10Y TR USD

Primary Index: BBgBarc US Agg Bond TR USD

Gross Expense Ratio: 0.15%

Management Expense Ratio: 0.15 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-12 )

Largest Industry Peers for Inflation-Protected Bond

Symbol Name Mer Price(Change) Market Cap
SCHP Schwab U.S. TIPS ETF 0.05 %

-0.03 (-0.11%)

USD 11.68B
STIP iShares 0-5 Year TIPS Bond ETF 0.06 %

+0.05 (+0.05%)

USD 8.67B
TDTT FlexShares iBoxx 3-Year Target.. 0.18 %

+0.02 (+0.08%)

USD 1.72B
TDTF FlexShares iBoxx 5-Year Target.. 0.18 %

-0.02 (-0.09%)

USD 0.71B
STPZ PIMCO 1-5 Year U.S. TIPS Index.. 0.20 %

+0.01 (+0.02%)

USD 0.47B
LTPZ PIMCO 15+ Year U.S. TIPS Index.. 0.20 %

-0.62 (-1.14%)

N/A
TIP iShares TIPS Bond ETF 0.19 %

-0.20 (-0.19%)

N/A
TIPZ PIMCO Broad U.S. TIPS Index Ex.. 0.21 %

-0.10 (-0.19%)

N/A

ETFs Containing TIPX

RLY SPDR® SSgA Multi-Asset R.. 8.17 % 0.22 %

-0.09 (0%)

USD 0.51B
GAL SPDR® SSgA Global Alloca.. 3.96 % 0.09 %

-0.10 (0%)

USD 0.24B
SNUG 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Inflation-Protected Bond) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.05% 44% F 28% F
Dividend Return 2.98% 56% F 50% F
Total Return 3.04% 67% D+ 28% F
Trailing 12 Months  
Capital Gain 2.20% 44% F 24% F
Dividend Return 3.38% 56% F 46% F
Total Return 5.58% 22% F 23% F
Trailing 5 Years  
Capital Gain -4.81% 75% C 39% F
Dividend Return 19.11% 56% F 61% D-
Total Return 14.30% 67% D+ 36% F
Average Annual (5 Year Horizon)  
Capital Gain -1.84% 67% D+ 25% F
Dividend Return 1.30% 67% D+ 29% F
Total Return 3.14% 67% D+ 65% D
Risk Return Profile  
Volatility (Standard Deviation) 5.01% 67% D+ 92% A
Risk Adjusted Return 25.88% 67% D+ 42% F
Market Capitalization 0.06B 50% F 62% D

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:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.