TILUX vs. BKIPX
Compare and contrast key facts about Morgan Stanley Pathway Funds Inflation-Linked Fixed Income Fund (TILUX) and iShares Short-Term TIPS Bond Index Fund Class K (BKIPX).
TILUX is managed by Morgan Stanley. It was launched on Mar 7, 2016. BKIPX is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index. It was launched on Feb 16, 2016.
Performance
TILUX vs. BKIPX - Performance Comparison
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TILUX vs. BKIPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TILUX Morgan Stanley Pathway Funds Inflation-Linked Fixed Income Fund | -0.12% | 6.41% | 1.86% | 3.34% | -12.14% | 5.42% | 12.70% | 8.11% | -2.05% | 3.04% |
BKIPX iShares Short-Term TIPS Bond Index Fund Class K | 0.73% | 6.08% | 4.77% | 3.37% | -4.18% | 5.21% | 4.86% | 4.90% | 0.61% | 0.90% |
Returns By Period
In the year-to-date period, TILUX achieves a -0.12% return, which is significantly lower than BKIPX's 0.73% return.
TILUX
- 1D
- 0.24%
- 1M
- -1.31%
- YTD
- -0.12%
- 6M
- -0.68%
- 1Y
- 1.39%
- 3Y*
- 2.88%
- 5Y*
- 0.97%
- 10Y*
- 2.53%
BKIPX
- 1D
- 0.00%
- 1M
- -0.10%
- YTD
- 0.73%
- 6M
- 0.95%
- 1Y
- 3.68%
- 3Y*
- 4.22%
- 5Y*
- 2.90%
- 10Y*
- —
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TILUX vs. BKIPX - Expense Ratio Comparison
TILUX has a 0.86% expense ratio, which is higher than BKIPX's 0.06% expense ratio.
Return for Risk
TILUX vs. BKIPX — Risk / Return Rank
TILUX
BKIPX
TILUX vs. BKIPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley Pathway Funds Inflation-Linked Fixed Income Fund (TILUX) and iShares Short-Term TIPS Bond Index Fund Class K (BKIPX). 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.
| TILUX | BKIPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 1.57 | -1.20 |
Sortino ratioReturn per unit of downside risk | 0.54 | 2.55 | -2.01 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.36 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 4.09 | -2.73 |
Martin ratioReturn relative to average drawdown | 3.85 | 11.81 | -7.97 |
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
| TILUX | BKIPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 1.57 | -1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.95 | -0.78 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 1.11 | -0.59 |
Correlation
The correlation between TILUX and BKIPX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
TILUX vs. BKIPX - Dividend Comparison
TILUX's dividend yield for the trailing twelve months is around 2.47%, less than BKIPX's 3.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
TILUX Morgan Stanley Pathway Funds Inflation-Linked Fixed Income Fund | 2.47% | 2.92% | 3.72% | 1.77% | 16.54% | 9.24% | 2.28% | 2.27% | 3.45% | 3.01% | 2.97% |
BKIPX iShares Short-Term TIPS Bond Index Fund Class K | 3.60% | 4.68% | 4.33% | 2.77% | 4.80% | 4.41% | 1.17% | 2.54% | 2.56% | 1.90% | 0.00% |
Drawdowns
TILUX vs. BKIPX - Drawdown Comparison
The maximum TILUX drawdown since its inception was -14.72%, which is greater than BKIPX's maximum drawdown of -6.42%. Use the drawdown chart below to compare losses from any high point for TILUX and BKIPX.
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Drawdown Indicators
| TILUX | BKIPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.72% | -6.42% | -8.30% |
Max Drawdown (1Y)Largest decline over 1 year | -3.55% | -1.12% | -2.43% |
Max Drawdown (5Y)Largest decline over 5 years | -14.72% | -6.42% | -8.30% |
Max Drawdown (10Y)Largest decline over 10 years | -14.72% | — | — |
Current DrawdownCurrent decline from peak | -2.01% | -0.51% | -1.50% |
Average DrawdownAverage peak-to-trough decline | -3.65% | -1.08% | -2.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.26% | 0.39% | +0.87% |
Volatility
TILUX vs. BKIPX - Volatility Comparison
Morgan Stanley Pathway Funds Inflation-Linked Fixed Income Fund (TILUX) has a higher volatility of 1.61% compared to iShares Short-Term TIPS Bond Index Fund Class K (BKIPX) at 0.65%. This indicates that TILUX's price experiences larger fluctuations and is considered to be riskier than BKIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TILUX | BKIPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.61% | 0.65% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 2.79% | 1.27% | +1.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.19% | 2.50% | +2.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.02% | 3.08% | +2.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.42% | 2.62% | +2.80% |