IBIMiShares iBonds Oct 2036 Term TIPS ETF

Get income Beat inflationRanked #112 of 113 in this goal

Seeks to track the investment results of an index composed of inflation-protected U.S. Treasury bonds maturing in 2036.

Annual Cost

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#5,568 of 5,568 · expensive

Fund Size

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#5,568 of 5,568 · small

Dividend YieldGoal

—

Track Record

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#5,568 of 5,568 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,173+1.7%

Total-return NAV, USD. Net of fund fees, before tax.

How Beacon categorizes this fund

Asset class

Region

Strategy

Index tracking

Index tracked

ICE 2036 Maturity US Inflation-Linked Treasury Index

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-1.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Objective: Seeks to track the investment results of an index composed of inflation-protected U.S. Treasury bonds maturing in 2036.
Strategy: Tracks the ICE 2036 Maturity US Inflation-Linked Treasury Index, which consists of inflation-protected U.S. Treasury bonds maturing between January 1, 2036 and October 15, 2036.