iShares 0-5 Year TIPS Bond ETF (STIP)
STIP is a passive ETF by iShares tracking the investment results of the Barclays Capital U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index (Series-L). STIP launched on Dec 1, 2010 and has a 0.06% expense ratio.
ETF Info
| ISIN | US46429B7477 |
|---|---|
| CUSIP | 46429B747 |
| Issuer | iShares |
| Inception Date | Dec 1, 2010 |
| Region | North America (U.S.) |
| Category | Inflation-Protected Bonds |
| Index Tracked | Barclays Capital U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index (Series-L) |
| ETF Home Page | www.ishares.com |
| Asset Class | Bond |
Expense Ratio
The iShares 0-5 Year TIPS Bond ETF has an expense ratio of 0.06% which is considered to be low.
Share Price Chart
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Performance
The chart shows the growth of an initial investment of $10,000 in iShares 0-5 Year TIPS Bond ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Compare to other instruments
Popular comparisons: STIP vs. VTIP, STIP vs. TIP, STIP vs. SCHP, STIP vs. BND, STIP vs. TLT, STIP vs. SCHO, STIP vs. IEF, STIP vs. BNDX, STIP vs. DIA, STIP vs. JEPI
Return
iShares 0-5 Year TIPS Bond ETF had a return of 3.64% year-to-date (YTD) and 3.33% in the last 12 months. Over the past 10 years, iShares 0-5 Year TIPS Bond ETF had an annualized return of 1.86%, while the S&P 500 had an annualized return of 9.70%, indicating that iShares 0-5 Year TIPS Bond ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 3.64% | 18.49% |
| 1 month | 0.66% | 4.20% |
| 6 months | 1.89% | 6.60% |
| 1 year | 3.33% | 15.43% |
| 5 years (annualized) | 3.23% | 11.59% |
| 10 years (annualized) | 1.86% | 9.70% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -0.63% | -0.13% | 0.40% | 0.15% | -0.21% | 0.38% | 1.34% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for iShares 0-5 Year TIPS Bond ETF (STIP) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
STIP iShares 0-5 Year TIPS Bond ETF | 1.10 | ||||
^GSPC S&P 500 | 1.00 |
Dividend History
iShares 0-5 Year TIPS Bond ETF granted a 3.18% dividend yield in the last twelve months. The annual payout for that period amounted to $3.11 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.11 | $5.86 | $4.40 | $1.46 | $2.07 | $2.39 | $1.59 | $0.90 | $0.00 | $0.74 | $0.31 | $1.08 |
Dividend yield | 3.18% | 6.04% | 4.15% | 1.40% | 2.06% | 2.44% | 1.59% | 0.89% | 0.00% | 0.74% | 0.31% | 1.05% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares 0-5 Year TIPS Bond ETF. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.00 | $0.20 | $0.52 | $0.29 | $0.46 | $0.23 | $0.32 | $0.16 | $0.39 | |
| 2022 | $0.00 | $0.32 | $0.16 | $0.60 | $0.69 | $1.11 | $0.42 | $0.90 | $1.25 | $0.00 | $0.00 | $0.41 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.25 | $0.39 | $0.55 | $0.60 | $0.66 | $0.79 | $0.35 | $0.07 | $0.73 |
| 2020 | $0.00 | $0.07 | $0.00 | $0.17 | $0.29 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 | $0.28 | $0.17 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.59 | $0.56 | $0.26 | $0.06 | $0.19 | $0.03 | $0.28 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.25 | $0.40 | $0.27 | $0.37 | $0.40 | $0.27 | $0.08 | $0.07 | $0.27 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.10 | $0.18 | $0.17 | $0.19 | $0.12 | $0.13 | $0.04 | $0.13 | $0.53 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.37 | $0.34 | $0.00 | $0.00 | $0.18 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.24 | $0.24 | $0.09 | $0.00 | $0.00 | $0.00 |
| 2013 | $0.00 | $0.00 | $0.00 | $0.06 | $0.11 | $0.08 | $0.04 | $0.01 | $0.01 | $0.00 | $0.00 | $0.00 |
| 2012 | $0.16 | $0.14 | $0.31 | $0.16 | $0.00 | $0.00 | $0.00 | $0.20 | $0.12 |
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 0-5 Year TIPS Bond ETF. 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 0-5 Year TIPS Bond ETF was 5.50%, occurring on Sep 30, 2022. The portfolio has not yet recovered.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -5.5% | Mar 14, 2022 | 140 | Sep 30, 2022 | — | — | — |
| -5.29% | Mar 6, 2020 | 9 | Mar 18, 2020 | 50 | May 29, 2020 | 59 |
| -3.85% | Sep 17, 2012 | 818 | Dec 16, 2015 | 333 | Apr 13, 2017 | 1151 |
| -2% | Nov 18, 2021 | 58 | Feb 10, 2022 | 11 | Feb 28, 2022 | 69 |
| -1.61% | Aug 2, 2011 | 49 | Oct 10, 2011 | 19 | Nov 4, 2011 | 68 |
Volatility Chart
The current iShares 0-5 Year TIPS Bond ETF volatility is 0.77%, 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.