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TDTFFlexShares iBoxx 5-Year Target Duration TIPS Index Fund

Get incomeBeat inflation14y track recordRanked #19 of 109 in this goal

Seeks to provide investment results that correspond to the price and yield performance of the iBoxx 5-Year Target Duration TIPS Index.

By Flexshares Trust · Launched 2011

Annual Cost

0.18%

#762 of 5,854 · low cost

Fund Size

$1.0B

#1,113 of 5,854 · large

Dividend YieldGoal

4.73%

Track Record

14 years

#903 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,205+2.0%

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

iBoxx 5-Year Target Duration TIPS Index

What it actually holds

By weight

Concentration

Top 10 holdings = 69.0% of fundconcentrated

United States of America
10.5%
United States of America
10.2%
United States of America
10.0%
United States of America
9.8%
United States of America
5.2%
United States of America
4.9%
United States of America
4.7%
United States of America
4.6%
United States of America
4.6%
United States of America
4.5%

Asset allocation

Bonds
100.0%
Cash
0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.1%Low

Year-on-year price swings

Max drawdown
-12.0%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.15Below average
Sortino (3Y)
0.22Moderate downside risk

Bond profile

Duration

0.8 years

Avg maturity

9.5 years

Credit ratings

US Government
100.0%
AA
100.0%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to provide investment results that correspond to the price and yield performance of the iBoxx 5-Year Target Duration TIPS Index.
Strategy
Invests primarily in inflation protected public obligations of the U.S. Treasury (TIPS) with a targeted average modified adjusted duration of approximately five years. Uses a passive indexing approach to replicate the Underlying Index, which includes TIPS with maturities of at least three years and less than twenty years.
Inception date
September 19, 2011
Fund family
Flexshares Trust

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Data updated on 2026-08-03