- ISIN
- IE00BDZVH966
- Issuer
- iShares
- Inception Date
- Dec 8, 2006
- Category
- Inflation-Protected Bonds
- Leveraged
- 1x (No leverage)
- Index Tracked
- Bloomberg US Government Inflation-Linked Bond Index (EUR Hedged)
- Domicile
- Ireland
- Distribution Policy
- Accumulating
- Asset Class
- Bond
Share Price Chart
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Performance
IBC5.DE Performance Chart
iShares $ TIPS UCITS ETF EUR Hedged (Acc) (IBC5.DE) is up 0.4% since the beginning of the year. IBC5.DE is currently trading at €5 per share. Investors who bought €1,000 worth of IBC5.DE shares 5 years ago would now be looking at an investment worth €941.
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Returns By Period
iShares $ TIPS UCITS ETF EUR Hedged (Acc) (IBC5.DE) has returned 0.37% so far this year and 1.69% over the past 12 months.
iShares $ TIPS UCITS ETF EUR Hedged (Acc)
- 1D
- 0.00%
- 1M
- -0.37%
- 6M
- 0.56%
- YTD
- 0.37%
- 1Y
- 1.69%
- 3Y*
- 1.86%
- 5Y*
- -1.21%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.43%
- 1M
- 0.48%
- 6M
- 11.83%
- YTD
- 12.30%
- 1Y
- 22.52%
- 3Y*
- 17.03%
- 5Y*
- 12.27%
- 10Y*
- 13.23%
IBC5.DE Monthly Returns History
Based on dividend-adjusted daily data since Mar 5, 2018, IBC5.DE's average daily return is 0.00%, while the average monthly return is +0.09%. At this rate, an investment would double in approximately 64.2 years.
Historically, 58% of months were positive and 42% were negative. The best month was Jul 2022 with a return of +3.9%, while the worst month was Sep 2022 at -7.4%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.
On a daily basis, IBC5.DE closed higher 38% of trading days. The best single day was Mar 23, 2020 with a return of +5.1%, while the worst single day was Mar 18, 2020 at -3.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.37% | 1.30% | -1.65% | 0.93% | -0.00% | -0.18% | -0.37% | 0.37% | |||||
| 2025 | 1.17% | 1.54% | 1.13% | -0.19% | -1.12% | 0.95% | 0.19% | 1.12% | 0.19% | 0.18% | 0.18% | -0.92% | 4.47% |
| 2024 | 0.00% | -1.17% | 0.79% | -1.75% | 1.39% | 1.17% | 0.77% | 1.15% | 1.33% | -2.25% | 0.19% | -1.53% | 0.00% |
| 2023 | 1.57% | -1.74% | 2.56% | 0.19% | -1.15% | -0.97% | 0.20% | -1.17% | -1.98% | -0.81% | 2.44% | 2.39% | 1.38% |
| 2022 | -2.36% | 0.52% | -0.86% | -2.43% | -1.78% | -3.07% | 3.92% | -2.33% | -7.35% | 0.79% | 0.00% | 0.00% | -14.33% |
| 2021 | 0.71% | -3.16% | 0.73% | 1.26% | 1.25% | 0.70% | 2.62% | -0.17% | -1.02% | 1.20% | 0.85% | -0.00% | 4.96% |
Benchmark Metrics
iShares $ TIPS UCITS ETF EUR Hedged (Acc) has an annualized alpha of 0.52%, beta of 0.02, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since March 05, 2018.
- This ETF participated in 20.21% of S&P 500 Index downside but only 9.29% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.02 may look defensive, but with R2 of 0.00 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R2 of 0.00 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 0.52%
- Beta
- 0.02
- R²
- 0.00
- Upside Capture
- 9.29%
- Downside Capture
- 20.21%
Expense Ratio
IBC5.DE has an expense ratio of 0.12%, which is considered low.
Return for Risk
Risk / Return Rank
IBC5.DE ranks 16 for risk / return — in the bottom 16% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares $ TIPS UCITS ETF EUR Hedged (Acc) (IBC5.DE) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IBC5.DE | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.51 | ||
| Sortino ratioReturn per unit of downside risk | -1.89 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.35 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | 0.77 | 3.18 | -2.41 |
| Martin ratioReturn relative to average drawdown | 1.73 | 11.76 | -10.03 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares $ TIPS UCITS ETF EUR Hedged (Acc). 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 $ TIPS UCITS ETF EUR Hedged (Acc) was 18.53%, occurring on Oct 5, 2023. The portfolio has not yet recovered.
The current iShares $ TIPS UCITS ETF EUR Hedged (Acc) drawdown is 9.85%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2023 correction2023 | -18.53%Oct 2023 | 1y 10mo | — | 4y 7moNov 2021 - now |
COVID crash2020 | -10.87%Mar 2020 | 10d | 3mo 5d | 3mo 15dMar 2020 - Jun 2020 |
Rate-hike selloffLate 2018 | -4.35%Nov 2018 | 4mo 22d | 6mo 3d | 10mo 25dJul 2018 - May 2019 |
2021 pullback2021 | -3.16%Feb 2021 | 25d | 2mo 10d | 3mo 5dFeb 2021 - May 2021 |
2019 pullback2019 | -2.66%Oct 2019 | 1mo 27d | 3mo 4d | 5mo 1dSep 2019 - Jan 2020 |
Drawdown Indicators
| IBC5.DE | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.53% | -51.62% | +33.09% |
Max Drawdown (1Y)Largest decline over 1 year | -2.19% | -7.57% | +5.38% |
Max Drawdown (3Y)Largest decline over 3 years | -5.06% | -23.99% | +18.93% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -23.99% | +5.46% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.42% | — |
Current DrawdownCurrent decline from peak | -9.85% | -0.43% | -9.42% |
Average DrawdownAverage peak-to-trough decline | -7.03% | -9.08% | +2.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.97% | 2.04% | -1.07% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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