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LTPZPIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund

Get incomeBeat inflation16y track recordRanked #21 of 109 in this goal

Seeks total return that closely corresponds to the total return of the ICE BofA 15+ Year US Inflation-Linked Treasury Index.

By PIMCO · Launched 2009

Annual Cost

0.20%

#934 of 5,861 · low cost

Fund Size

$708M

#1,350 of 5,861 · large

Dividend YieldGoal

5.23%

Track Record

16 years

#683 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$9,178-8.2%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Index tracked

ICE BofA 15+ Year US Inflation-Linked Treasury Index

What it actually holds

By weight

Concentration

Top 10 holdings = 79.1% of fundconcentrated

UNITED STATES GOVT
10.5%
UNITED STATES GOVT
9.3%
UNITED STATES GOVT
8.9%
UNITED STATES GOVT
8.5%
UNITED STATES GOVT
8.2%
UNITED STATES GOVT
7.6%
UNITED STATES GOVT
7.0%
UNITED STATES GOVT
6.5%
UNITED STATES GOVT
6.4%
UNITED STATES GOVT
6.1%

Asset allocation

Bonds
99.5%
Cash
0.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
9.0%Low

Year-on-year price swings

Max drawdown
-41.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)
-0.42Below average
Sortino (3Y)
-0.56Moderate downside risk

Bond profile

Duration

1.1 years

Avg maturity

7.4 years

Credit ratings

US Government
99.5%
AA
100.0%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks total return that closely corresponds to the total return of the ICE BofA 15+ Year US Inflation-Linked Treasury Index.
Strategy
Invests at least 80% of total assets in TIPS with maturities of at least 15 years, using an indexing approach and representative sampling strategy to track the ICE BofA 15+ Year US Inflation-Linked Treasury Index. Aims for total return through income and capital appreciation linked to inflation.
Inception date
September 3, 2009
Fund family
PIMCO

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Data updated on 2026-08-04