STIPiShares 0-5 Year TIPS Bond ETF

Beacon PickGet income Beat inflation15y track recordRanked #4 of 111 in this goal

Tracks the investment results of the ICE U.S. Treasury 0-5 Year Inflation Linked Bond Index.

By iShares · Launched 2010

Annual Cost

0.03%

#41 of 6,040 · low cost

Fund Size

$16.1B

#187 of 6,040 · large

Return (1Y)

+1.5%

Track Record

15 years

#836 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$10,173+1.7%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Index tracking

Index tracked

ICE US Treasury 0-5 Year Inflation Linked Bond Index

Holdings

By weight

Concentration

Top 10 holdings = 50.4% of fundmoderately concentrated

United States of America

5.5%

United States of America

5.5%

United States of America

5.3%

United States of America

5.1%

United States of America

5.1%

United States of America

4.9%

United States of America

4.8%

United States of America

4.8%

United States of America

4.7%

United States of America

4.7%

Asset allocation

Bonds

95.2%

Cash

4.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

1.5%Low

Year-on-year price swings

Max drawdown

-5.5%Mild

Worst peak-to-trough loss

Sharpe (3Y)

0.42Below average

Sortino (3Y)

0.61Moderate downside risk

Bond profile

Duration

1.1 years

Avg maturity

9.7 years

Credit ratings

US Government

95.2%

100.0%

Listing

Exchange: NYSE Arca

Full fund details

Objective: Tracks the investment results of the ICE U.S. Treasury 0-5 Year Inflation Linked Bond Index.
Strategy: Invests primarily in inflation-protected U.S. Treasury bonds with maturities of less than five years, using a representative sampling indexing strategy to track the ICE U.S. Treasury 0-5 Year Inflation Linked Bond Index. Aims for inflation protection and lower costs through indexing.
Inception date: December 1, 2010
Fund family: iShares