TIPANorthern Trust 2030 Inflation-Linked Distributing Ladder ETF

Get income Beat inflation1y track recordRanked #85 of 111 in this goal

Seeks to provide periodic inflation-linked distributions through U.S. Treasury Inflation Protected Securities (TIPS) through 2030.

By Northern Trust · Launched 2025

Annual Cost

0.10%

#429 of 6,040 · low cost

Fund Size

$18M

#4,613 of 6,040 · small

Return (1Y)

+1.6%

Track Record

1 year

#4,578 of 6,040 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,160+1.6%

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

Active selection

Holdings

By weight

Concentration

Top 5 holdings = 99.3% of fundconcentrated

United States of America

21.1%

United States of America

21.0%

United States of America

19.5%

United States of America

19.2%

United States of America

18.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

1.7%Low

Year-on-year price swings

Max drawdown

-1.0%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to provide periodic inflation-linked distributions through U.S. Treasury Inflation Protected Securities (TIPS) through 2030.
Strategy: Employs a laddered bond strategy by investing in TIPS with different maturity dates to provide periodic inflation-linked distributions. The Fund invests at least 80% of its net assets in inflation-linked securities, primarily TIPS, to hedge against inflation.
Inception date: August 18, 2025
Fund family: Northern Trust