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

ETF Info

ISINUS78468R8613
CUSIP78468R861
IssuerState Street
Inception DateMay 29, 2013
RegionNorth America (U.S.)
CategoryInflation-Protected Bonds
Index TrackedBloomberg US Govt Inflation-Linked (1-10 Y)
Asset ClassBond

Expense Ratio

The SPDR Bloomberg Barclays 1-10 Year TIPS ETF features an expense ratio of 0.15%, falling within the medium range.


0.50%1.00%1.50%2.00%0.15%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds to compare with TIPX

SPDR Bloomberg Barclays 1-10 Year TIPS ETF

Popular comparisons: TIPX vs. TIPZ, TIPX vs. LTPZ, TIPX vs. MHCAX, TIPX vs. BLV, TIPX vs. VTIP, TIPX vs. SCHP, TIPX vs. TIP, TIPX vs. SPIP, TIPX vs. MINT, TIPX vs. FLHY

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.


0.00%50.00%100.00%150.00%200.00%OctoberNovemberDecember2024FebruaryMarch
19.97%
221.72%
TIPX (SPDR Bloomberg Barclays 1-10 Year TIPS ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

SPDR Bloomberg Barclays 1-10 Year TIPS ETF had a return of 0.27% year-to-date (YTD) and 2.22% in the last 12 months. Over the past 10 years, SPDR Bloomberg Barclays 1-10 Year TIPS ETF had an annualized return of 2.25%, while the S&P 500 had an annualized return of 10.96%, indicating that SPDR Bloomberg Barclays 1-10 Year TIPS ETF did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date0.27%10.04%
1 month1.08%3.53%
6 months4.25%22.79%
1 year2.22%32.16%
5 years (annualized)2.86%13.15%
10 years (annualized)2.25%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.38%-0.80%
2023-0.35%-1.10%-0.03%1.87%1.92%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for SPDR Bloomberg Barclays 1-10 Year TIPS ETF (TIPX) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
TIPX
SPDR Bloomberg Barclays 1-10 Year TIPS ETF
0.55
^GSPC
S&P 500
2.76

Sharpe Ratio

The current SPDR Bloomberg Barclays 1-10 Year TIPS ETF Sharpe ratio is 0.55. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
0.55
2.76
TIPX (SPDR Bloomberg Barclays 1-10 Year TIPS ETF)
Benchmark (^GSPC)

Dividends

Dividend History

SPDR Bloomberg Barclays 1-10 Year TIPS ETF granted a 3.56% dividend yield in the last twelve months. The annual payout for that period amounted to $0.66 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.66$0.66$1.12$0.90$0.35$0.50$0.36$0.55$0.20$0.01$0.29$0.05

Dividend yield

3.56%3.57%6.08%4.26%1.68%2.52%1.90%2.84%1.04%0.06%1.52%0.25%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
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
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
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
2020$0.00$0.01$0.00$0.05$0.05$0.00$0.00$0.00$0.07$0.08$0.05$0.04
2019$0.00$0.00$0.00$0.03$0.08$0.11$0.10$0.05$0.01$0.04$0.01$0.07
2018$0.00$0.00$0.00$0.00$0.00$0.04$0.08$0.08$0.04$0.01$0.02$0.10
2017$0.00$0.00$0.00$0.08$0.06$0.01$0.05$0.02$0.02$0.00$0.04$0.27
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.05$0.11$0.00$0.00$0.04
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01
2014$0.00$0.00$0.00$0.00$0.00$0.07$0.05$0.05$0.03$0.00$0.00$0.08
2013$0.02$0.00$0.00$0.03

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-4.31%
0
TIPX (SPDR Bloomberg Barclays 1-10 Year TIPS ETF)
Benchmark (^GSPC)

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. The portfolio has not yet recovered.

The current SPDR Bloomberg Barclays 1-10 Year TIPS ETF drawdown is 4.31%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-10.06%Mar 9, 2022143Sep 30, 2022
-7.95%Mar 6, 20209Mar 18, 202049May 28, 202058
-5.26%Aug 19, 2014253Dec 16, 2015114Jun 10, 2016367
-4.95%Jun 6, 201337Sep 10, 2013125Jun 30, 2014162
-3.96%Jul 7, 2016100Dec 16, 2016551Mar 8, 2019651

Volatility

Volatility Chart

The current SPDR Bloomberg Barclays 1-10 Year TIPS ETF volatility is 0.87%, 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.


1.00%2.00%3.00%4.00%5.00%OctoberNovemberDecember2024FebruaryMarch
0.87%
2.82%
TIPX (SPDR Bloomberg Barclays 1-10 Year TIPS ETF)
Benchmark (^GSPC)