CU71.L vs. PQTSX
CU71.L (iShares USD Treasury Bond 3-7yr UCITS ETF (Acc)) and PQTSX (PGIM TIPS Fund) are both funds - CU71.L is a Government Bonds fund tracking the ICE U.S. Treasury 3-7 Year Bond Index, while PQTSX is a Inflation-Protected Bonds fund managed by PGIM. Over the past 5 years, CU71.L returned 1.47%/yr vs 1.87%/yr for PQTSX. A 0.73 correlation means they provide meaningful diversification when combined. CU71.L charges 0.07%/yr vs 0.39%/yr for PQTSX.
Performance
CU71.L vs. PQTSX - Performance Comparison
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Different Trading Currencies
CU71.L is traded in GBp, while PQTSX is traded in USD. To make them comparable, the PQTSX values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, CU71.L achieves a -0.14% return, which is significantly lower than PQTSX's 1.88% return.
CU71.L
- 1D
- 0.25%
- 1M
- 0.93%
- YTD
- -0.14%
- 6M
- -0.64%
- 1Y
- 4.29%
- 3Y*
- 1.05%
- 5Y*
- 1.47%
- 10Y*
- 2.15%
PQTSX
- 1D
- -0.07%
- 1M
- 0.99%
- YTD
- 1.88%
- 6M
- 0.45%
- 1Y
- 5.53%
- 3Y*
- 1.04%
- 5Y*
- 1.87%
- 10Y*
- —
CU71.L vs. PQTSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CU71.L iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) | -0.14% | -0.08% | 3.77% | -1.43% | 1.45% | -1.10% | 3.33% | 2.76% | 7.03% | -8.20% |
PQTSX PGIM TIPS Fund | 1.88% | -1.01% | 3.52% | -2.78% | -3.28% | 8.93% | 6.96% | 4.07% | 4.19% | -8.60% |
Correlation
The correlation between CU71.L and PQTSX is 0.70, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.70 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.72 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2017 | 0.73 |
The correlation between CU71.L and PQTSX has been stable across timeframes, ranging from 0.69 to 0.73 - a consistent structural relationship.
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Return for Risk
CU71.L vs. PQTSX — Risk / Return Rank
CU71.L
PQTSX
CU71.L vs. PQTSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) (CU71.L) and PGIM TIPS Fund (PQTSX). 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.
| CU71.L | PQTSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.22 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.16 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.85 | 0.97 | -0.12 |
| Martin ratioReturn relative to average drawdown | 2.09 | 2.44 | -0.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CU71.L | PQTSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.86 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.21 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.22 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.15 | +0.12 |
Drawdowns
CU71.L vs. PQTSX - Drawdown Comparison
The maximum CU71.L drawdown since its inception was -20.50%, which is greater than PQTSX's maximum drawdown of -16.71%. Use the drawdown chart below to compare losses from any high point for CU71.L and PQTSX.
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Drawdown Indicators
| CU71.L | PQTSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.50% | -16.71% | -3.79% |
Max Drawdown (1Y)Largest decline over 1 year | -5.02% | -5.90% | +0.88% |
Max Drawdown (3Y)Largest decline over 3 years | -7.33% | -8.25% | +0.92% |
Max Drawdown (5Y)Largest decline over 5 years | -15.69% | -16.71% | +1.02% |
Max Drawdown (10Y)Largest decline over 10 years | -20.50% | — | — |
Current DrawdownCurrent decline from peak | -13.12% | -9.58% | -3.54% |
Average DrawdownAverage peak-to-trough decline | -10.11% | -8.16% | -1.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 2.35% | -0.30% |
Volatility
CU71.L vs. PQTSX - Volatility Comparison
The current volatility for iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) (CU71.L) is 1.45%, while PGIM TIPS Fund (PQTSX) has a volatility of 2.02%. This indicates that CU71.L experiences smaller price fluctuations and is considered to be less risky than PQTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CU71.L | PQTSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.45% | 2.02% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 4.33% | 5.09% | -0.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.96% | 6.77% | -0.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.27% | 9.16% | -0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.55% | 9.23% | +0.32% |
CU71.L vs. PQTSX - Expense Ratio Comparison
CU71.L has a 0.07% expense ratio, which is lower than PQTSX's 0.39% expense ratio.
Dividends
CU71.L vs. PQTSX - Dividend Comparison
CU71.L has not paid dividends to shareholders, while PQTSX's dividend yield for the trailing twelve months is around 5.04%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
CU71.L iShares USD Treasury Bond 3-7yr UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PQTSX PGIM TIPS Fund | 5.04% | 4.95% | 4.39% | 3.25% | 6.51% | 9.54% | 2.60% | 2.48% | 3.26% | 1.11% |
Frequently Asked Questions
CU71.L and PQTSX have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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