PBYI vs. STIP

Last updated Jun 5, 2026

PBYI (Puma Biotechnology, Inc.) is a stock, while STIP (iShares 0-5 Year TIPS Bond ETF) is Inflation-Protected Bonds fund tracking the Barclays Capital U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index (Series-L). Over the past 10 years, PBYI returned -15.44%/yr vs 3.17%/yr for STIP. At a 0.00 correlation, their price movements are largely independent.

Performance

PBYI vs. STIP - Performance Comparison

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

Returns By Period

In the year-to-date period, PBYI achieves a 17.82% return, which is significantly higher than STIP's 2.01% return. Over the past 10 years, PBYI has underperformed STIP with an annualized return of -15.44%, while STIP has yielded a comparatively higher 3.17% annualized return.

PBYI

• 1D: 2.94%
• 1M: -4.63%
• YTD: 17.82%
• 6M: 32.51%
• 1Y: 96.91%
• 3Y*: 25.22%
• 5Y*: -9.08%
• 10Y*: -15.44%

STIP

• 1D: -0.03%
• 1M: 0.12%
• YTD: 2.01%
• 6M: 2.01%
• 1Y: 4.53%
• 3Y*: 5.18%
• 5Y*: 3.36%
• 10Y*: 3.17%

*Multi-year figures are annualized to reflect compound growth (CAGR)

PBYI vs. STIP - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PBYI Puma Biotechnology, Inc.	17.82%	95.08%	-29.56%	2.36%	39.14%	-70.37%	17.26%	-57.00%	-79.41%	221.99%
STIP iShares 0-5 Year TIPS Bond ETF	2.01%	6.03%	4.77%	4.63%	-3.02%	5.68%	5.18%	4.89%	0.54%	0.74%

Correlation

The correlation between PBYI and STIP is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.01
Correlation (3Y) Calculated over the trailing 3-year period	0.03
Correlation (5Y) Calculated over the trailing 5-year period	0.04
Correlation (10Y) Calculated over the trailing 10-year period	0.02
Correlation (All Time) Calculated using the full available price history since Apr 25, 2012	0.00

Return for Risk

PBYI vs. STIP — Risk / Return Rank

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

PBYI

PBYI Risk / Return Rank: 82
PBYI Sharpe Ratio Rank: 80
PBYI Sortino Ratio Rank: 77
PBYI Omega Ratio Rank: 82
PBYI Calmar Ratio Rank: 87
PBYI Martin Ratio Rank: 84

STIP

STIP Risk / Return Rank: 93
STIP Sharpe Ratio Rank: 91
STIP Sortino Ratio Rank: 96
STIP Omega Ratio Rank: 94
STIP Calmar Ratio Rank: 93
STIP Martin Ratio Rank: 94

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.

PBYI vs. STIP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Puma Biotechnology, Inc. (PBYI) 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.

	PBYI	STIP	Difference
Sharpe ratio: Return per unit of total volatility	1.40	3.13	-1.73
Sortino ratio: Return per unit of downside risk	2.08	5.42	-3.34
Omega ratio: Gain probability vs. loss probability	1.33	1.67	-0.34
Calmar ratio: Return relative to maximum drawdown	3.78	6.56	-2.78
Martin ratio: Return relative to average drawdown	8.54	26.11	-17.56
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PBYI vs. STIP - Sharpe Ratio Comparison

The current PBYI Sharpe Ratio is 1.40, which is lower than the STIP Sharpe Ratio of 3.13. The chart below compares the historical Sharpe Ratios of PBYI 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.

Sharpe Ratios by Period

	PBYI	STIP	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.40	3.13	-1.73
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.12	1.23	-1.35
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.19	1.30	-1.49
Sharpe Ratio (All Time) Calculated using the full available price history	-0.04	1.07	-1.11

Drawdowns

PBYI vs. STIP - Drawdown Comparison

The maximum PBYI drawdown since its inception was -99.40%, which is greater than STIP's maximum drawdown of -5.50%. Use the drawdown chart below to compare losses from any high point for PBYI and STIP.

Drawdown Indicators

	PBYI	STIP	Difference
Max Drawdown Largest peak-to-trough decline	-99.40%	-5.50%	-93.90%
Max Drawdown (1Y) Largest decline over 1 year	-25.78%	-0.69%	-25.09%
Max Drawdown (3Y) Largest decline over 3 years	-69.59%	-0.95%	-68.64%
Max Drawdown (5Y) Largest decline over 5 years	-85.86%	-5.50%	-80.36%
Max Drawdown (10Y) Largest decline over 10 years	-98.76%	-5.50%	-93.26%
Current Drawdown Current decline from peak	-97.45%	-0.06%	-97.39%
Average Drawdown Average peak-to-trough decline	-74.43%	-0.99%	-73.44%
Ulcer Index Depth and duration of drawdowns from previous peaks	11.38%	0.18%	+11.20%

Volatility

PBYI vs. STIP - Volatility Comparison

Puma Biotechnology, Inc. (PBYI) has a higher volatility of 10.01% compared to iShares 0-5 Year TIPS Bond ETF (STIP) at 0.38%. This indicates that PBYI'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.

Volatility by Period

	PBYI	STIP	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.01%	0.38%	+9.63%
Volatility (6M) Calculated over the trailing 6-month period	41.74%	0.99%	+40.75%
Volatility (1Y) Calculated over the trailing 1-year period	69.97%	1.46%	+68.51%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	75.82%	2.75%	+73.07%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	80.64%	2.45%	+78.19%

Dividends

PBYI vs. STIP - Dividend Comparison

PBYI has not paid dividends to shareholders, while STIP's dividend yield for the trailing twelve months is around 4.30%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
PBYI Puma Biotechnology, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
STIP iShares 0-5 Year TIPS Bond ETF	4.30%	4.11%	2.62%	2.84%	6.04%	4.15%	1.40%	2.06%	2.44%	1.59%	0.89%

Frequently Asked Questions

Can I hold both PBYI and STIP in my portfolio?

PBYI and STIP have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PBYI or STIP?

PBYI has higher volatility (10.01%) compared to STIP (0.38%). In terms of maximum drawdown, PBYI dropped -99.40% vs STIP's -5.50%.

Which has better risk-adjusted returns?

STIP currently has the higher Sharpe Ratio (3.13 vs 1.40), 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.