iShares Short-Term TIPS Bond Index Fund (BIIPX)
The fund seeks to track the investment results of the Bloomberg Barclays U.S. Treasury Inflation-Protected Securities 0-5 Years Index (Series-L) (the "underlying index"), which measures the performance of inflation-protected public obligations of the U.S. Treasury that have a remaining maturity of less than five years. It generally invests at least 90% of its assets, plus the amount of any borrowing for investment purposes, in securities of the underlying index.
Fund Info
ISIN | US09258N8855 |
---|---|
Issuer | BlackRock |
Inception Date | Feb 15, 2016 |
Category | Inflation-Protected Bonds |
Min. Investment | $2,000,000 |
Asset Class | Bond |
Expense Ratio
BIIPX has an expense ratio of 0.08% which is considered to be low.
Share Price Chart
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Popular comparisons: BIIPX vs. ICSH
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Short-Term TIPS Bond Index Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares Short-Term TIPS Bond Index Fund had a return of 0.98% year-to-date (YTD) and 2.75% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 0.98% | 6.17% |
1 month | 0.23% | -2.72% |
6 months | 2.88% | 17.29% |
1 year | 2.75% | 23.80% |
5 years (annualized) | 3.07% | 11.47% |
10 years (annualized) | N/A | 10.41% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.53% | -0.21% | -0.10% | 0.56% | ||||||||
2023 | 0.35% | 1.03% | 1.06% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BIIPX is 51, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
iShares Short-Term TIPS Bond Index Fund(BIIPX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Short-Term TIPS Bond Index Fund (BIIPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares Short-Term TIPS Bond Index Fund granted a 4.36% dividend yield in the last twelve months. The annual payout for that period amounted to $0.42 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
---|---|---|---|---|---|---|---|---|---|
Dividend | $0.42 | $0.36 | $0.57 | $0.46 | $0.16 | $0.21 | $0.27 | $0.19 | $0.20 |
Dividend yield | 4.36% | 3.78% | 6.02% | 4.40% | 1.59% | 2.12% | 2.72% | 1.88% | 1.97% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Short-Term TIPS Bond Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.06 | $0.07 | ||||||||
2023 | $0.00 | $0.00 | $0.02 | $0.05 | $0.03 | $0.05 | $0.03 | $0.04 | $0.03 | $0.05 | $0.04 | $0.01 |
2022 | $0.04 | $0.02 | $0.07 | $0.07 | $0.11 | $0.04 | $0.09 | $0.12 | $0.00 | $0.00 | $0.00 | $0.01 |
2021 | $0.00 | $0.00 | $0.02 | $0.04 | $0.06 | $0.07 | $0.06 | $0.08 | $0.04 | $0.01 | $0.01 | $0.07 |
2020 | $0.00 | $0.00 | $0.03 | $0.03 | $0.00 | $0.00 | $0.00 | $0.02 | $0.04 | $0.03 | $0.01 | $0.00 |
2019 | $0.00 | $0.00 | $0.00 | $0.01 | $0.06 | $0.06 | $0.03 | $0.01 | $0.02 | $0.00 | $0.01 | $0.03 |
2018 | $0.00 | $0.00 | $0.04 | $0.05 | $0.02 | $0.04 | $0.04 | $0.02 | $0.01 | $0.01 | $0.02 | $0.03 |
2017 | $0.00 | $0.00 | $0.04 | $0.03 | $0.01 | $0.03 | $0.01 | $0.01 | $0.00 | $0.02 | $0.05 | $0.02 |
2016 | $0.01 | $0.04 | $0.04 | $0.04 | $0.03 | $0.00 | $0.00 | $0.01 | $0.02 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Short-Term TIPS Bond Index Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Short-Term TIPS Bond Index Fund was 5.13%, occurring on Sep 30, 2022. Recovery took 303 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-5.13% | Mar 9, 2022 | 143 | Sep 30, 2022 | 303 | Dec 14, 2023 | 446 |
-4.05% | Mar 6, 2020 | 9 | Mar 18, 2020 | 56 | Jun 8, 2020 | 65 |
-1.91% | Nov 19, 2021 | 57 | Feb 10, 2022 | 11 | Feb 28, 2022 | 68 |
-1.16% | Oct 20, 2016 | 40 | Dec 15, 2016 | 29 | Jan 30, 2017 | 69 |
-1.05% | Aug 2, 2021 | 15 | Aug 20, 2021 | 7 | Aug 31, 2021 | 22 |
Volatility
Volatility Chart
The current iShares Short-Term TIPS Bond Index Fund volatility is 1.31%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.