PIMCO 1-5 Year US TIPS Index ETF (STPZ)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

PIMCO 1-5 Year US TIPS Index ETF (STPZ) is up 1.6% since the beginning of the year. STPZ is currently trading at $53 per share. Investors who bought $1,000 worth of STPZ shares 5 years ago would now be looking at an investment worth $1,155.

PIMCO 1-5 Year US TIPS Index ETF (STPZ) has returned 1.59% so far this year and 4.50% over the past 12 months. Over the last ten years, STPZ has returned 2.83% per year, falling short of the S&P 500 Index benchmark, which averaged 13.53% annually.

Based on dividend-adjusted daily data since Aug 21, 2009, STPZ's average daily return is +0.01%, while the average monthly return is +0.20%. At this rate, an investment would double in approximately 28.9 years.

Historically, 59% of months were positive and 41% were negative. The best month was Jul 2022 with a return of +2.1%, while the worst month was Sep 2022 at -3.6%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 8 months.

On a daily basis, STPZ closed higher 51% of trading days. The best single day was Mar 20, 2020 with a return of +1.8%, while the worst single day was Mar 16, 2020 at -1.9%.

PIMCO 1-5 Year US TIPS Index ETF has an annualized alpha of 2.26%, beta of 0.02, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since August 21, 2009.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (8.88%) than losses (3.36%) - typical of diversified or defensive assets.
• Beta of 0.02 may look defensive, but with R2 of 0.01 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 0.01 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.

STPZ has an expense ratio of 0.20%, which is considered low.

STPZ ranks 89 for risk / return — in the top 89% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

PIMCO 1-5 Year US TIPS Index ETF provided a 4.11% dividend yield over the last twelve months, with an annual payout of $2.20 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for PIMCO 1-5 Year US TIPS Index ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the PIMCO 1-5 Year US TIPS Index 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 PIMCO 1-5 Year US TIPS Index ETF was 6.77%, occurring on Mar 18, 2020. Recovery took 56 trading sessions.

The current PIMCO 1-5 Year US TIPS Index ETF drawdown is 0.31%.

The chart below shows the rolling one-month volatility.