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

ETF | Inflation-Protected Bond |

Last Closing

USD 51.98

Change

+0.10 (+0.19)%

Market Cap

N/A

Volume

8.35K

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: 2024-12-24 )

Largest Industry Peers for Inflation-Protected Bond

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

+0.05 (+0.19%)

USD 11.81B
STIP iShares 0-5 Year TIPS Bond ETF

+0.07 (+0.07%)

USD 10.27B
TDTT FlexShares iBoxx 3-Year Target..

+0.02 (+0.08%)

USD 1.93B
TIPX SPDR® Bloomberg 1-10 Year TIP..

+0.01 (+0.05%)

USD 1.35B
TDTF FlexShares iBoxx 5-Year Target..

+0.05 (+0.22%)

USD 0.72B
STPZ PIMCO 1-5 Year U.S. TIPS Index..

+0.04 (+0.08%)

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

+0.34 (+0.65%)

N/A
TIP iShares TIPS Bond ETF

+0.24 (+0.23%)

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 -2.52% 22% F 29% F
Dividend Return 3.75% 100% F 55% F
Total Return 1.23% 22% F 29% F
Trailing 12 Months  
Capital Gain -2.69% 22% F 29% F
Dividend Return 4.38% 100% F 60% D-
Total Return 1.69% 33% F 31% F
Trailing 5 Years  
Capital Gain -13.35% 22% F 34% F
Dividend Return 22.02% 100% F 69% C-
Total Return 8.66% 33% F 36% F
Average Annual (5 Year Horizon)  
Capital Gain -3.94% 22% F 15% F
Dividend Return -0.75% 22% F 17% F
Total Return 3.19% 78% C+ 66% D+
Risk Return Profile  
Volatility (Standard Deviation) 6.95% 33% F 87% B+
Risk Adjusted Return -10.80% 22% F 15% 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.