iShares 0-5 Year TIPS Bond ETF
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$98.87
- Net Assets:$0 Million
- NAV:$99.01
- Premium-0.14%
- Peer Rank:6 of 62
- Investment Rating:C+
- Performance:C-
- RiskB+
We rate iShares 0 5 Yr TIPS Bond ETF at C+. This overall rating indicates it is among the top 10% of all closed end funds in its peer group. Positive factors that influence this rating include a low price volatility, low expense structure and long term portfolio management tenure. The fund invests approximately 100% of its assets in bonds and may be considered for investors seeking a Government Bond strategy.
Total return ranks below peers over the last three years. The iShares 0 5 Yr TIPS Bond ETF has returned an annual rate of 1.85% since inception. More recently, the fund has generated a total return of 3.09% in the last five years, 1.89% in the last three years, and 4.34% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 36% of them. It has also outpaced 44% of its competitors on a three year basis and 25% of them over the last year for the period ending 2/29/2024. On a year to date basis, STIP has returned 0.51%.
Downside risk has been below average. STIP has a draw down risk of -10.26%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 3.3%. This fund has had very little volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As STIP is an exchange traded fund, it has no front end or back end load.
The iShares 0 5 Yr TIPS Bond ETF is managed by James J. Mauro at BlackRock Fund Advisors. This fund is one of 353 BlackRock Fund Advisors exchange-traded funds launched since 3/12/1996 that we track.