Last Update: 31 Jan 2021
In the last 10 years, the iShares TIPS Bond (TIP) ETF obtained a 3.68% compound annual return, with a 4.38% standard deviation.
In 2020, the portfolio granted a 1.29% dividend yield. If you are interested in getting periodic income, please refer to the iShares TIPS Bond (TIP): Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Bond
- Region: North America
- Country: U.S.
- Bond - Duration: All-Term
The iShares TIPS Bond (TIP) ETF is present in the following Lazy Portfolios:
Portfolio Name | Author | ETF Weight |
---|---|---|
Rob Arnott Portfolio | Rob Arnott | 10.0% |
Robo Advisor 80 | Betterment | 2.4% |
Robo Advisor 90 | Betterment | 1.2% |
Couch Potato | Scott Burns | 50.0% |
Ultimate Buy&Hold | FundAdvice | 8.0% |
Four Funds | Bogleheads | 10.0% |
Lazy Portfolio | David Swensen | 15.0% |
Yale Endowment | David Swensen | 15.0% |
Dimensional 2030 Retirement Income | DFA | 31.9% |
Lifepath Fund | iShares | 8.8% |
Margaritaville | Scott Burns | 33.0% |
Conservative Income | Charles Schwab | 18.0% |
Family Taxable Portfolio | Ted Aronson | 15.0% |
Robo Advisor 10 | Betterment | 1.7% |
Robo Advisor 20 | Betterment | 3.3% |
Robo Advisor 50 | Betterment | 6.3% |
Gone Fishin' Portfolio | Alexander Green | 10.0% |
Capital Growth and Historical Returns
Capital growth, returns, stats are calculated assuming a reinvestment of dividends.
If you are interested in getting periodic income, please refer to the iShares TIPS Bond (TIP): Dividend Yield page.
ETF Returns, up to December 2003, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
Period | Returns Jan 2021 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
---|---|---|---|---|
1M
|
+0.27%
|
0.00%
|
1 - 0 | |
3M
|
+2.59%
|
0.00%
|
3 - 0 | |
6M
|
+2.41%
|
-1.06%
Sep 2020 - Oct 2020
|
4 - 2 | |
YTD
|
+0.27%
|
0.00%
|
1 - 0 | |
1Y
|
+8.81%
|
4.24%
|
-1.76%
Mar 2020 - Mar 2020
|
9 - 3 |
3Y
|
+6.18%
annualized
|
3.79%
|
-2.48%
Sep 2018 - Oct 2018
|
25 - 11 |
5Y
|
+4.71%
annualized
|
3.58%
|
-2.64%
Oct 2016 - Dec 2016
|
40 - 20 |
10Y
|
+3.68%
annualized
|
4.38%
|
-9.25%
Dec 2012 - Dec 2013
|
76 - 44 |
MAX
01 Jan 2001
|
+5.27%
annualized
|
5.76%
|
-11.79%
Sep 2008 - Oct 2008
|
161 - 80 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns ( more details)
iShares TIPS Bond (TIP) ETF: annualized rolling and average returns
Return (*) | Negative Periods |
|||
---|---|---|---|---|
Rolling Period | Average | Best | Worst | |
1 Year |
+5.15% |
+19.05% Mar 2002 - Feb 2003 |
-8.49% Jan 2013 - Dec 2013 |
18.26% |
2 Years |
+4.87% |
+14.20% Apr 2002 - Mar 2004 |
-2.63% Jan 2013 - Dec 2014 |
9.63% |
3 Years |
+4.59% |
+11.80% Nov 2008 - Oct 2011 |
-2.34% Jan 2013 - Dec 2015 |
5.83% |
5 Years |
+4.39% |
+8.53% Jun 2007 - May 2012 |
-0.28% Dec 2012 - Nov 2017 |
3.85% |
7 Years |
+4.45% |
+8.01% Feb 2001 - Jan 2008 |
+0.61% Feb 2012 - Jan 2019 |
0.00% |
10 Years |
+4.68% |
+7.65% Feb 2002 - Jan 2012 |
+2.71% Mar 2008 - Feb 2018 |
0.00% |
15 Years |
+4.35% |
+5.38% Jul 2001 - Jun 2016 |
+3.53% Mar 2004 - Feb 2019 |
0.00% |
* Annualized rolling and average returns over full calendar month periods
If you need a deeper detail about rolling returns, please refer to the iShares TIPS Bond (TIP) ETF: Rolling Returns page.
Seasonality and Yearly/Monthly Returns
iShares TIPS Bond (TIP) ETF Seasonality
Months | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Average | 1.1 | 0.5 | 0.3 | 0.5 | 0.6 | 0.2 | 0.5 | 1.0 | 0.2 | -0.1 | 0.2 | 0.3 |
Best |
3.6 2008 |
3.7 2003 |
5.9 2009 |
3.0 2020 |
4.7 2003 |
2.3 2016 |
3.9 2011 |
3.6 2002 |
3.2 2003 |
2.5 2010 |
4.1 2007 |
6.5 2008 |
Worst |
-0.9 2018 |
-2.2 2009 |
-2.1 2006 |
-4.8 2004 |
-4.2 2013 |
-3.8 2013 |
-4.5 2003 |
-1.8 2013 |
-4.0 2008 |
-8.1 2008 |
-2.3 2001 |
-2.3 2006 |
Gain Frequency |
86 | 65 | 55 | 70 | 75 | 60 | 70 | 80 | 55 | 60 | 70 | 55 |
Detail of Monthly Returns
Months | |||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2021 |
+0.27% | 0.3 | |||||||||||
2020 |
+10.84% | 2.1 | 0.9 | -1.8 | 3.0 | 0.7 | 1.0 | 2.3 | 0.9 | -0.4 | -0.7 | 1.2 | 1.1 |
2019 |
+8.35% | 1.4 | -0.2 | 2.0 | 0.2 | 1.8 | 0.8 | 0.3 | 2.3 | -1.1 | 0.0 | 0.3 | 0.4 |
2018 |
-1.42% | -0.9 | -1.0 | 1.0 | -0.1 | 0.3 | 0.7 | -0.5 | 0.7 | -1.0 | -1.5 | 0.5 | 0.5 |
2017 |
+2.92% | 0.9 | 0.4 | 0.0 | 0.5 | 0.0 | -0.9 | 0.5 | 1.0 | -0.7 | 0.2 | 0.1 | 0.9 |
2016 |
+4.68% | 1.6 | 1.2 | 1.7 | 0.2 | -0.6 | 2.3 | 0.6 | -0.3 | 0.8 | -0.5 | -2.1 | 0.0 |
2015 |
-1.75% | 3.2 | -1.3 | -0.5 | 0.7 | -1.0 | -1.0 | 0.5 | -1.0 | -0.5 | 0.3 | -0.1 | -1.0 |
2014 |
+3.59% | 2.1 | 0.4 | -0.5 | 1.3 | 2.0 | 0.4 | -0.1 | 0.6 | -2.6 | 0.9 | 0.2 | -1.1 |
2013 |
-8.49% | -0.5 | 0.2 | 0.2 | 0.8 | -4.2 | -3.8 | 0.9 | -1.8 | 1.8 | 0.3 | -1.1 | -1.5 |
2012 |
+6.39% | 2.3 | -0.6 | -0.9 | 1.8 | 2.0 | -0.7 | 1.8 | -0.3 | 0.5 | 0.6 | 0.6 | -0.8 |
2011 |
+13.28% | 0.0 | 0.7 | 1.2 | 2.4 | 0.3 | 0.8 | 3.9 | 0.6 | 0.0 | 2.1 | 0.5 | 0.2 |
2010 |
+6.14% | 1.5 | -1.3 | 0.0 | 2.5 | 0.2 | 1.3 | -0.2 | 1.9 | 0.8 | 2.5 | -1.7 | -1.4 |
2009 |
+8.94% | 0.0 | -2.2 | 5.9 | -1.8 | 2.0 | 0.2 | 0.1 | 0.8 | 2.0 | 1.1 | 2.8 | -2.1 |
2008 |
+0.04% | 3.6 | 1.4 | -0.1 | -1.4 | 0.1 | 1.8 | -0.6 | 0.8 | -4.0 | -8.1 | 0.9 | 6.5 |
2007 |
+11.92% | 0.2 | 2.0 | 0.3 | 0.7 | -1.3 | -0.2 | 2.3 | 0.8 | 1.3 | 1.2 | 4.1 | 0.1 |
2006 |
+0.28% | 0.0 | 0.0 | -2.1 | -0.2 | 0.3 | 0.4 | 1.5 | 1.7 | 0.1 | -0.1 | 1.1 | -2.3 |
2005 |
+2.49% | 0.0 | -0.5 | 0.2 | 1.8 | 0.8 | 0.5 | -2.5 | 2.5 | -0.2 | -1.3 | 0.2 | 1.0 |
2004 |
+8.28% | 1.2 | 2.2 | 1.7 | -4.8 | 2.0 | -0.1 | 0.8 | 2.7 | 0.1 | 1.1 | -0.3 | 1.8 |
2003 |
+8.00% | 0.6 | 3.7 | -1.6 | -0.3 | 4.7 | -0.9 | -4.5 | 1.7 | 3.2 | 0.5 | 0.1 | 0.9 |
2002 |
+16.61% | 0.6 | 1.6 | -0.6 | 2.8 | 1.5 | 1.3 | 1.7 | 3.6 | 2.5 | -2.8 | 0.0 | 3.5 |
2001 |
+7.61% | 1.9 | 1.7 | 0.9 | 0.6 | 1.1 | -0.1 | 1.6 | 0.3 | 0.5 | 2.3 | -2.3 | -1.1 |
ETF Returns, up to December 2003, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.