SPDR Bloomberg Barclays 1-10 Year TIPS ETF (TIPX)
TIPX is a passive ETF by State Street tracking the investment results of the Bloomberg US Govt Inflation-Linked (1-10 Y). TIPX launched on May 29, 2013 and has a 0.15% expense ratio.
ETF Info
| ISIN | US78468R8613 |
|---|---|
| CUSIP | 78468R861 |
| Issuer | State Street |
| Inception Date | May 29, 2013 |
| Region | North America (U.S.) |
| Category | Inflation-Protected Bonds |
| Leveraged | 1x |
| Index Tracked | Bloomberg US Govt Inflation-Linked (1-10 Y) |
| Asset Class | Bond |
Expense Ratio
TIPX has an expense ratio of 0.15%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: TIPX vs. TIPZ, TIPX vs. LTPZ, TIPX vs. MHCAX, TIPX vs. VTIP, TIPX vs. SPIP, TIPX vs. BLV, TIPX vs. SCHP, TIPX vs. TIP, 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.
Returns By Period
SPDR Bloomberg Barclays 1-10 Year TIPS ETF had a return of 3.05% year-to-date (YTD) and 5.61% in the last 12 months. Over the past 10 years, SPDR Bloomberg Barclays 1-10 Year TIPS ETF had an annualized return of 2.30%, while the S&P 500 had an annualized return of 11.39%, indicating that SPDR Bloomberg Barclays 1-10 Year TIPS ETF did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 3.05% | 25.48% |
| 1 month | -1.18% | 2.14% |
| 6 months | 2.46% | 12.76% |
| 1 year | 5.61% | 33.14% |
| 5 years (annualized) | 2.80% | 13.96% |
| 10 years (annualized) | 2.30% | 11.39% |
Monthly Returns
The table below presents the monthly returns of TIPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.38% | -0.80% | 0.70% | -1.02% | 1.34% | 0.79% | 1.45% | 0.68% | 1.17% | -1.23% | 3.05% | ||
| 2023 | 1.41% | -0.96% | 2.70% | 0.17% | -1.17% | -0.46% | 0.44% | -0.35% | -1.09% | -0.03% | 1.85% | 1.95% | 4.44% |
| 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% | -7.59% |
| 2021 | 0.57% | -0.83% | 0.11% | 1.39% | 0.83% | 0.16% | 2.33% | -0.24% | -0.34% | 0.69% | 0.26% | 0.41% | 5.42% |
| 2020 | 1.43% | 0.61% | -1.85% | 2.07% | 1.02% | 1.02% | 1.38% | 1.26% | -0.36% | -0.37% | 0.76% | 1.30% | 8.51% |
| 2019 | 1.17% | -0.13% | 1.44% | 0.35% | 1.14% | 0.96% | 0.22% | 1.19% | -0.68% | 0.13% | -0.01% | 0.66% | 6.60% |
| 2018 | -0.73% | -0.37% | 0.60% | -0.13% | 0.42% | 0.33% | -0.48% | 0.64% | -0.60% | -0.81% | 0.32% | 0.50% | -0.32% |
| 2017 | 1.60% | -0.05% | 0.15% | 0.44% | -0.07% | -0.89% | 0.60% | 0.80% | -0.45% | 0.02% | -0.12% | 0.49% | 2.54% |
| 2016 | 0.10% | 1.15% | 1.24% | 0.25% | -0.46% | 2.45% | -0.78% | -0.68% | 0.68% | 0.17% | -1.47% | -0.68% | 1.93% |
| 2015 | 2.99% | -0.92% | -0.46% | 0.72% | -0.92% | -0.05% | -0.21% | 0.26% | -1.09% | 0.37% | -0.36% | 0.43% | 0.69% |
| 2014 | 1.36% | 0.32% | -0.66% | 0.51% | 2.10% | 0.97% | -1.13% | 0.37% | -1.39% | -0.05% | -0.24% | -1.54% | 0.56% |
| 2013 | -3.40% | 0.64% | -0.64% | 0.91% | 0.67% | -0.43% | -1.31% | -3.58% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TIPX is 51, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for SPDR Bloomberg Barclays 1-10 Year TIPS ETF (TIPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
SPDR Bloomberg Barclays 1-10 Year TIPS ETF provided a 3.31% dividend yield over the last twelve months, with an annual payout of $0.62 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.62 | $0.66 | $1.12 | $0.90 | $0.36 | $0.50 | $0.36 | $0.55 | $0.20 | $0.01 | $0.29 | $0.05 |
Dividend yield | 3.31% | 3.57% | 6.07% | 4.26% | 1.73% | 2.53% | 1.90% | 2.85% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.11 | $0.12 | $0.13 | $0.09 | $0.05 | $0.01 | $0.04 | $0.02 | $0.55 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.14 | $0.10 | $0.05 | $0.09 | $0.05 | $0.06 | $0.04 | $0.08 | $0.06 | $0.66 |
| 2022 | $0.00 | $0.04 | $0.02 | $0.13 | $0.15 | $0.23 | $0.08 | $0.18 | $0.24 | $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 |
| 2020 | $0.00 | $0.01 | $0.00 | $0.06 | $0.06 | $0.00 | $0.00 | $0.00 | $0.07 | $0.08 | $0.05 | $0.04 | $0.36 |
| 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 | $0.50 |
| 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 | $0.36 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.08 | $0.06 | $0.02 | $0.05 | $0.02 | $0.02 | $0.00 | $0.04 | $0.28 | $0.55 |
| 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 | $0.20 |
| 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 | $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 | $0.29 |
| 2013 | $0.02 | $0.00 | $0.00 | $0.03 | $0.05 |
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.
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 1.93%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -10.06% | Mar 9, 2022 | 143 | Sep 30, 2022 | 491 | Sep 16, 2024 | 634 |
| -7.95% | Mar 6, 2020 | 9 | Mar 18, 2020 | 49 | May 28, 2020 | 58 |
| -5.25% | Aug 19, 2014 | 253 | Dec 16, 2015 | 114 | Jun 10, 2016 | 367 |
| -4.95% | Jun 6, 2013 | 37 | Sep 10, 2013 | 125 | Jun 30, 2014 | 162 |
| -3.96% | Jul 7, 2016 | 100 | Dec 16, 2016 | 551 | Mar 8, 2019 | 651 |
Volatility
Volatility Chart
The current SPDR Bloomberg Barclays 1-10 Year TIPS ETF volatility is 0.80%, 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.