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STIP: iShares 0-5 Year TIPS Bond ETF (ETF)
Basic Info 102.28 0.24(0.23%) June 05
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (33%) |
| Start Date: | 12/03/2010 |
| Last Dividend Date: | 06/01/2026 |
| 12-Mo. Yield | 3.49% |
| Expenses | 0.03% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/03/2010 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 1.8 | 4.4 | 5.1 | 3.3 | 3.1 | 2.2 | 2.4 | 6.0 | 4.8 | 4.6 | -3.0 | 5.7 | 5.2 | 4.9 | 0.3 | 0.6 | 2.7 | -0.1 | -1.2 | -1.7 | 1.9 | 4.5 | 0.2 |
| Sharpe Ratio | NA | 1.1 | 1.21 | 0.92 | 0.28 | 0.59 | NA | 0.56 | 1.67 | 0.62 | 0.32 | -1.05 | 2.77 | 1.32 | 2.34 | -0.93 | -0.02 | 1.58 | -0.07 | -0.81 | -0.96 | 1.23 | 1.93 | 1.07 |
| Draw Down(%) | NA | 0.7 | 0.7 | 0.9 | 5.5 | 5.5 | NA | 5.5 | 0.9 | 0.8 | 1.5 | 5.5 | 1.1 | 5.3 | 0.5 | 0.9 | 1.0 | 1.0 | 1.6 | 3.0 | 3.3 | 1.0 | 1.6 | 0.7 |
| Standard Deviation(%) | NA | 1.5 | 1.5 | 2.0 | 2.7 | 2.5 | NA | 2.3 | 1.9 | 1.8 | 3.0 | 4.3 | 2.0 | 3.7 | 1.5 | 1.2 | 1.4 | 1.6 | 1.9 | 1.5 | 1.9 | 1.5 | 2.3 | 2.7 |
| Treynor Ratio | NA | 0.07 | 0.06 | 0.04 | 0.01 | 0.03 | NA | 0.02 | 0.07 | 0.02 | 0.01 | -0.06 | 0.13 | 0.22 | 0.07 | -0.03 | 0.0 | 0.04 | 0.0 | -0.02 | -0.02 | 0.05 | 0.07 | 0.04 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 | 0.01 |
| Beta | NA | 0.23 | 0.3 | 0.51 | 0.61 | 0.54 | NA | 0.56 | 0.45 | 0.5 | 0.7 | 0.74 | 0.45 | 0.23 | 0.5 | 0.38 | 0.61 | 0.63 | 0.76 | 0.59 | 0.84 | 0.37 | 0.62 | 0.79 |
| RSquared | NA | 0.14 | 0.22 | 0.49 | 0.43 | 0.3 | NA | 0.29 | 0.37 | 0.56 | 0.69 | 0.41 | 0.09 | 0.03 | 0.36 | 0.19 | 0.31 | 0.42 | 0.42 | 0.27 | 0.37 | 0.09 | 0.18 | 0.57 |
| Yield(%) | N/A | 1.9 | 4.3 | 3.6 | 3.9 | 3.0 | 2.1 | N/A | 4.2 | 2.7 | 2.9 | 5.5 | 4.2 | 1.5 | 2.1 | 2.1 | 1.5 | 0.9 | 0.0 | 0.7 | 0.3 | 0.9 | 2.5 | 0.1 |
| Dividend Growth(%) | N/A | -54.4 | 47.4 | -13.6 | 123.6 | N/A | N/A | N/A | 60.0 | -6.0 | -52.2 | 33.2 | 200.7 | -29.3 | -2.3 | 43.0 | 65.3 | N/A | -100.0 | 138.1 | -65.1 | -64.7 | 3345.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/03/2010
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