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

ETF | Inflation-Protected Bond |

Last Closing

USD 54.54

Change

-0.54 (-0.98)%

Market Cap

N/A

Volume

0.06M

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: 2025-02-27 )

Largest Industry Peers for Inflation-Protected Bond

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

-0.02 (-0.08%)

USD 11.82B
STIP iShares 0-5 Year TIPS Bond ETF

+0.10 (+0.10%)

USD 11.06B
TDTT FlexShares iBoxx 3-Year Target..

N/A

USD 2.23B
TIPX SPDR® Bloomberg 1-10 Year TIP..

+0.01 (+0.05%)

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

+0.01 (+0.04%)

USD 0.77B
STPZ PIMCO 1-5 Year U.S. TIPS Index..

+0.06 (+0.11%)

USD 0.43B
TIP iShares TIPS Bond ETF

-0.13 (-0.12%)

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

-0.08 (-0.15%)

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 4.74% 100% F 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.74% 100% F 76% C+
Trailing 12 Months  
Capital Gain -1.21% 11% F 31% F
Dividend Return 3.08% 67% D+ 48% F
Total Return 1.87% 11% F 30% F
Trailing 5 Years  
Capital Gain -31.22% 11% F 14% F
Dividend Return 16.95% 44% F 52% F
Total Return -14.27% 11% F 15% F
Average Annual (5 Year Horizon)  
Capital Gain -9.52% 11% F 6% D-
Dividend Return -6.89% 11% F 7% C-
Total Return 2.63% 22% F 58% F
Risk Return Profile  
Volatility (Standard Deviation) 11.71% 11% F 75% C
Risk Adjusted Return -58.83% 11% F 3% 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:

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.