SPDR Bloomberg Barclays 1-10 Year TIPS ETF (TIPX)

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SPDR Bloomberg Barclays 1-10 Year TIPS ETF (TIPX) is up 0.9% since the beginning of the year. TIPX is currently trading at $19 per share. Investors who bought $1,000 worth of TIPX shares 5 years ago would now be looking at an investment worth $1,112.

SPDR Bloomberg Barclays 1-10 Year TIPS ETF (TIPX) has returned 0.86% so far this year and 3.61% over the past 12 months. Over the last ten years, TIPX has returned 2.82% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since May 30, 2013, TIPX's average daily return is +0.01%, while the average monthly return is +0.19%. At this rate, an investment would double in approximately 30.4 years.

Historically, 58% of months were positive and 42% were negative. The best month was Jul 2022 with a return of +3.6%, while the worst month was Sep 2022 at -5.2%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.

On a daily basis, TIPX closed higher 46% of trading days. The best single day was Mar 20, 2020 with a return of +2.8%, while the worst single day was Mar 11, 2020 at -2.1%.

SPDR Bloomberg Barclays 1-10 Year TIPS ETF has an annualized alpha of 2.02%, beta of 0.02, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since May 30, 2013.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (11.29%) than losses (10.95%) - 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.

TIPX has an expense ratio of 0.15%, which is considered low.

TIPX ranks 46 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

SPDR Bloomberg Barclays 1-10 Year TIPS ETF provided a 4.58% dividend yield over the last twelve months, with an annual payout of $0.86 per share.

The table displays the monthly dividend distributions for SPDR Bloomberg Barclays 1-10 Year TIPS 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 SPDR Bloomberg Barclays 1-10 Year TIPS 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 SPDR Bloomberg Barclays 1-10 Year TIPS ETF was 10.06%, occurring on Sep 30, 2022. Recovery took 491 trading sessions.

The current SPDR Bloomberg Barclays 1-10 Year TIPS ETF drawdown is 1.14%.

The chart below shows the rolling one-month volatility.