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SPDR Bloomberg Barclays 1-10 Year TIPS ETF (TIPX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
US78468R8613
CUSIP
78468R861
Inception Date
May 29, 2013
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Bloomberg US Govt Inflation-Linked (1-10 Y)
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in SPDR Bloomberg Barclays 1-10 Year TIPS ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

SPDR Bloomberg Barclays 1-10 Year TIPS ETF (TIPX) has returned 0.63% so far this year and 3.80% over the past 12 months. Over the last ten years, TIPX has returned 2.88% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


SPDR Bloomberg Barclays 1-10 Year TIPS ETF

1D
0.05%
1M
-0.77%
YTD
0.63%
6M
0.80%
1Y
3.80%
3Y*
4.01%
5Y*
2.47%
10Y*
2.88%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

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, your 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%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.58%0.83%-0.77%0.63%
20251.19%1.69%0.95%0.61%-0.36%0.79%0.17%1.77%-0.03%0.09%0.38%-0.30%7.15%
20240.38%-0.80%0.70%-1.03%1.34%0.78%1.45%0.68%1.17%-1.23%0.47%-0.82%3.08%
20231.41%-0.96%2.70%0.17%-1.17%-0.46%0.44%-0.35%-1.10%-0.03%1.85%1.95%4.43%
2022-1.23%1.04%-1.59%-1.01%-0.02%-2.51%3.63%-2.31%-5.18%1.21%1.25%-0.84%-7.58%
20210.57%-0.83%0.10%1.39%0.83%0.16%2.33%-0.25%-0.34%0.69%0.26%0.41%5.42%

Benchmark Metrics

SPDR Bloomberg Barclays 1-10 Year TIPS ETF has an annualized alpha of 2.10%, beta of 0.02, and R² of 0.01 versus S&P 500 Index. Calculated based on daily prices since May 31, 2013.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (11.56%) than losses (10.29%) — 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.

Alpha
2.10%
Beta
0.02
0.01
Upside Capture
11.56%
Downside Capture
10.29%

Expense Ratio

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


Return for Risk

Risk / Return Rank

TIPX ranks 67 for risk / return — better than 67% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


TIPX Risk / Return Rank: 6767
Overall Rank
TIPX Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
TIPX Sortino Ratio Rank: 6767
Sortino Ratio Rank
TIPX Omega Ratio Rank: 6060
Omega Ratio Rank
TIPX Calmar Ratio Rank: 7373
Calmar Ratio Rank
TIPX Martin Ratio Rank: 7070
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for SPDR Bloomberg Barclays 1-10 Year TIPS ETF (TIPX) and compare them to a chosen benchmark (S&P 500 Index).


TIPXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.22

0.90

+0.32

Sortino ratio

Return per unit of downside risk

1.74

1.39

+0.35

Omega ratio

Gain probability vs. loss probability

1.23

1.21

+0.02

Calmar ratio

Return relative to maximum drawdown

1.98

1.40

+0.58

Martin ratio

Return relative to average drawdown

7.37

6.61

+0.77

Explore TIPX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

SPDR Bloomberg Barclays 1-10 Year TIPS ETF provided a 3.72% dividend yield over the last twelve months, with an annual payout of $0.71 per share.


0.00%1.00%2.00%3.00%4.00%5.00%6.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.2020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.71$0.72$0.66$0.66$1.12$0.90$0.36$0.50$0.36$0.55$0.20$0.01

Dividend yield

3.72%3.78%3.57%3.57%6.08%4.26%1.73%2.53%1.90%2.84%1.04%0.06%

Monthly Dividends

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.01$0.01
2025$0.00$0.00$0.02$0.09$0.10$0.06$0.07$0.06$0.08$0.05$0.06$0.13$0.72
2024$0.00$0.00$0.00$0.11$0.12$0.13$0.09$0.05$0.01$0.04$0.02$0.11$0.66
2023$0.00$0.00$0.00$0.14$0.10$0.05$0.09$0.04$0.06$0.03$0.08$0.06$0.66
2022$0.00$0.04$0.02$0.13$0.15$0.23$0.08$0.18$0.23$0.00$0.00$0.05$1.12
2021$0.00$0.00$0.00$0.06$0.07$0.10$0.13$0.13$0.14$0.07$0.01$0.20$0.90

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 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 0.78%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-10.06%Mar 9, 2022143Sep 30, 2022491Sep 16, 2024634
-7.96%Mar 6, 20209Mar 18, 202049May 28, 202058
-5.26%Aug 19, 2014336Dec 16, 2015121Jun 10, 2016457
-4.95%Jun 6, 201367Sep 10, 2013202Jun 30, 2014269
-3.97%Jul 7, 2016115Dec 16, 2016557Mar 8, 2019672

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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