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

ETF | Inflation-Protected Bond |

Last Closing

USD 51.82

Change

+0.12 (+0.24)%

Market Cap

N/A

Volume

5.60K

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: 2025-01-08 )

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

+0.14 (+0.14%)

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

+0.05 (+0.21%)

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

+0.03 (+0.16%)

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

+0.07 (+0.30%)

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

+0.09 (+0.17%)

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

+0.20 (+0.39%)

N/A
TIP iShares TIPS Bond ETF

+0.28 (+0.26%)

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 N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Trailing 12 Months  
Capital Gain -2.24% 22% F 29% F
Dividend Return 4.04% 100% F 57% F
Total Return 1.79% 22% F 30% F
Trailing 5 Years  
Capital Gain -13.88% 22% F 34% F
Dividend Return 21.83% 100% F 69% C-
Total Return 7.96% 22% F 36% F
Average Annual (5 Year Horizon)  
Capital Gain -4.06% 22% F 15% F
Dividend Return -0.84% 22% F 17% F
Total Return 3.22% 78% C+ 66% D+
Risk Return Profile  
Volatility (Standard Deviation) 6.86% 33% F 87% B+
Risk Adjusted Return -12.24% 22% F 14% 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.