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TI5G.L vs. ^TYX
Performance
Return for Risk
Drawdowns
Volatility

Performance

TI5G.L vs. ^TYX - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares $ TIPS 0-5 UCITS ETF GBP Hedged (Dist) (TI5G.L) and Treasury Yield 30 Years (^TYX). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

TI5G.L is traded in GBP, while ^TYX is traded in USD. To make them comparable, the ^TYX values have been converted to GBP using the latest available exchange rates.

Returns By Period

In the year-to-date period, TI5G.L achieves a 2.07% return, which is significantly lower than ^TYX's 3.27% return.


TI5G.L

1D
0.04%
1M
0.09%
YTD
2.07%
6M
1.98%
1Y
4.39%
3Y*
4.91%
5Y*
2.89%
10Y*

^TYX

1D
-0.24%
1M
0.80%
YTD
3.27%
6M
3.75%
1Y
2.85%
3Y*
5.84%
5Y*
18.59%
10Y*
7.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TI5G.L vs. ^TYX - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
TI5G.L
iShares $ TIPS 0-5 UCITS ETF GBP Hedged (Dist)
2.07%5.70%4.60%3.62%-3.69%5.28%4.05%3.05%-0.77%
^TYX
Treasury Yield 30 Years
3.27%-6.08%21.16%-3.95%133.47%16.83%-33.12%-23.90%4.36%

Correlation

The correlation between TI5G.L and ^TYX is -0.19, 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

-0.19

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

-0.32

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

-0.30

Correlation (All Time)
Calculated using the full available price history since Mar 9, 2018

-0.27

The correlation between TI5G.L and ^TYX shifts across timeframes, from -0.32 (3 years) to -0.19 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

TI5G.L vs. ^TYX — Risk / Return Rank

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

TI5G.L
TI5G.L Risk / Return Rank: 6565
Overall Rank
TI5G.L Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
TI5G.L Sortino Ratio Rank: 5353
Sortino Ratio Rank
TI5G.L Omega Ratio Rank: 5151
Omega Ratio Rank
TI5G.L Calmar Ratio Rank: 8989
Calmar Ratio Rank
TI5G.L Martin Ratio Rank: 8585
Martin Ratio Rank

^TYX
^TYX Risk / Return Rank: 1818
Overall Rank
^TYX Sharpe Ratio Rank: 1919
Sharpe Ratio Rank
^TYX Sortino Ratio Rank: 1717
Sortino Ratio Rank
^TYX Omega Ratio Rank: 1717
Omega Ratio Rank
^TYX Calmar Ratio Rank: 1919
Calmar Ratio Rank
^TYX Martin Ratio Rank: 1919
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.

TI5G.L vs. ^TYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares $ TIPS 0-5 UCITS ETF GBP Hedged (Dist) (TI5G.L) and Treasury Yield 30 Years (^TYX). 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.


TI5G.L^TYXDifference
Sharpe ratioReturn per unit of total volatility

+1.50

Sortino ratioReturn per unit of downside risk

+2.15

Omega ratioGain probability vs. loss probability

1.31

1.04

+0.27

Calmar ratioReturn relative to maximum drawdown

5.26

0.29

+4.97

Martin ratioReturn relative to average drawdown

17.49

0.59

+16.89

TI5G.L vs. ^TYX - Sharpe Ratio Comparison

The current TI5G.L Sharpe Ratio is 1.68, which is higher than the ^TYX Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of TI5G.L and ^TYX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


TI5G.L^TYXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.68

0.18

+1.50

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.94

0.65

+0.29

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.89

0.06

+0.82

Drawdowns

TI5G.L vs. ^TYX - Drawdown Comparison

The maximum TI5G.L drawdown since its inception was -5.63%, smaller than the maximum ^TYX drawdown of -77.80%. Use the drawdown chart below to compare losses from any high point for TI5G.L and ^TYX.


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Drawdown Indicators


TI5G.L^TYXDifference

Max Drawdown

Largest peak-to-trough decline

-5.63%

-77.80%

+72.17%

Max Drawdown (1Y)

Largest decline over 1 year

-0.83%

-9.34%

+8.51%

Max Drawdown (3Y)

Largest decline over 3 years

-1.55%

-29.15%

+27.60%

Max Drawdown (5Y)

Largest decline over 5 years

-5.63%

-29.15%

+23.52%

Max Drawdown (10Y)

Largest decline over 10 years

-73.15%

Current Drawdown

Current decline from peak

-0.08%

-11.78%

+11.70%

Average Drawdown

Average peak-to-trough decline

-1.02%

-29.18%

+28.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.25%

4.69%

-4.44%

Volatility

TI5G.L vs. ^TYX - Volatility Comparison

The current volatility for iShares $ TIPS 0-5 UCITS ETF GBP Hedged (Dist) (TI5G.L) is 0.58%, while Treasury Yield 30 Years (^TYX) has a volatility of 4.48%. This indicates that TI5G.L experiences smaller price fluctuations and is considered to be less risky than ^TYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TI5G.L^TYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.58%

4.48%

-3.90%

Volatility (6M)

Calculated over the trailing 6-month period

1.69%

10.20%

-8.51%

Volatility (1Y)

Calculated over the trailing 1-year period

2.60%

15.39%

-12.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.08%

27.78%

-24.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.23%

35.07%

-31.84%

Frequently Asked Questions


TI5G.L and ^TYX have a correlation of -0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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