PortfoliosLab logoPortfoliosLab logo
C vs. STIP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

C vs. STIP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Citigroup Inc. (C) and iShares 0-5 Year TIPS Bond ETF (STIP). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, C achieves a 25.47% return, which is significantly higher than STIP's 1.34% return. Over the past 10 years, C has outperformed STIP with an annualized return of 17.11%, while STIP has yielded a comparatively lower 3.07% annualized return.


C

1D
-0.48%
1M
15.89%
YTD
25.47%
6M
22.63%
1Y
86.82%
3Y*
51.47%
5Y*
19.30%
10Y*
17.11%

STIP

1D
0.01%
1M
-0.29%
YTD
1.34%
6M
1.51%
1Y
3.58%
3Y*
4.99%
5Y*
3.28%
10Y*
3.07%
*Multi-year figures are annualized to reflect compound growth (CAGR)

C vs. STIP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
C
Citigroup Inc.
25.47%70.38%41.93%18.98%-22.09%0.93%-19.70%57.82%-28.49%27.03%
STIP
iShares 0-5 Year TIPS Bond ETF
1.34%6.03%4.77%4.63%-3.02%5.68%5.18%4.89%0.54%0.74%

Correlation

The correlation between C and STIP is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.12

Correlation (3Y)
Calculated over the trailing 3-year period

0.00

Correlation (5Y)
Calculated over the trailing 5-year period

0.05

Correlation (10Y)
Calculated over the trailing 10-year period

-0.01

Correlation (All Time)
Calculated using the full available price history since Dec 3, 2010

-0.03

The correlation between C and STIP shifts across timeframes, from -0.12 (1 year) to 0.05 (5 years), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

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


Return for Risk

C vs. STIP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

C
C Risk / Return Rank: 9494
Overall Rank
C Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
C Sortino Ratio Rank: 9494
Sortino Ratio Rank
C Omega Ratio Rank: 9393
Omega Ratio Rank
C Calmar Ratio Rank: 9494
Calmar Ratio Rank
C Martin Ratio Rank: 9494
Martin Ratio Rank

STIP
STIP Risk / Return Rank: 8585
Overall Rank
STIP Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
STIP Sortino Ratio Rank: 8686
Sortino Ratio Rank
STIP Omega Ratio Rank: 8484
Omega Ratio Rank
STIP Calmar Ratio Rank: 8888
Calmar Ratio Rank
STIP Martin Ratio Rank: 8888
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.

C vs. STIP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Citigroup Inc. (C) and iShares 0-5 Year TIPS Bond ETF (STIP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


CSTIPDifference
Sharpe ratioReturn per unit of total volatility

+0.75

Sortino ratioReturn per unit of downside risk

+0.04

Omega ratioGain probability vs. loss probability

1.48

1.48

-0.01

Calmar ratioReturn relative to maximum drawdown

5.91

4.96

+0.96

Martin ratioReturn relative to average drawdown

17.04

18.20

-1.16

C vs. STIP - Sharpe Ratio Comparison

The current C Sharpe Ratio is 3.09, which is higher than the STIP Sharpe Ratio of 2.34. The chart below compares the historical Sharpe Ratios of C and STIP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

C vs. STIP - Drawdown Comparison

The maximum C drawdown since its inception was -98.00%, which is greater than STIP's maximum drawdown of -5.50%. Use the drawdown chart below to compare losses from any high point for C and STIP.


Loading charts...

Drawdown Indicators


CSTIPDifference

Max Drawdown

Largest peak-to-trough decline

-98.00%

-5.50%

-92.50%

Max Drawdown (1Y)

Largest decline over 1 year

-14.76%

-0.73%

-14.03%

Max Drawdown (3Y)

Largest decline over 3 years

-31.31%

-0.95%

-30.36%

Max Drawdown (5Y)

Largest decline over 5 years

-44.31%

-5.50%

-38.81%

Max Drawdown (10Y)

Largest decline over 10 years

-56.51%

-5.50%

-51.01%

Current Drawdown

Current decline from peak

-61.31%

-0.72%

-60.59%

Average Drawdown

Average peak-to-trough decline

-43.52%

-0.99%

-42.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.11%

0.20%

+4.91%

Volatility

C vs. STIP - Volatility Comparison

Citigroup Inc. (C) has a higher volatility of 7.00% compared to iShares 0-5 Year TIPS Bond ETF (STIP) at 0.64%. This indicates that C's price experiences larger fluctuations and is considered to be riskier than STIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


CSTIPDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.00%

0.64%

+6.36%

Volatility (6M)

Calculated over the trailing 6-month period

23.12%

1.14%

+21.98%

Volatility (1Y)

Calculated over the trailing 1-year period

28.23%

1.53%

+26.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.12%

2.74%

+26.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.08%

2.46%

+30.62%

Dividends

C vs. STIP - Dividend Comparison

C's dividend yield for the trailing twelve months is around 1.66%, less than STIP's 4.33% yield.


PositionTTM20252024202320222021202020192018201720162015
C
Citigroup Inc.
1.66%1.99%3.10%4.04%4.51%3.38%3.31%2.40%2.96%1.29%0.71%0.31%
STIP
iShares 0-5 Year TIPS Bond ETF
4.33%4.11%2.62%2.84%6.04%4.15%1.40%2.06%2.44%1.59%0.89%0.00%

Frequently Asked Questions


C and STIP have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

C has higher volatility (7.00%) compared to STIP (0.64%). In terms of maximum drawdown, C dropped -98.00% vs STIP's -5.50%.

C currently has the higher Sharpe Ratio (3.09 vs 2.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for C and STIP

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer