Last Update: 31 Aug 2021

Category: Fixed Income
ETF: iShares TIPS Bond (TIP)

In the last 10 years, the iShares TIPS Bond (TIP) ETF obtained a 3.05% compound annual return, with a 4.30% standard deviation.

In the last 20 years, a 5.06% compound annual return, with a 5.79% 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%
GAA Global Asset Allocation Meb Faber 1.8%

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.

Capital Growth:

ETF Returns, up to December 2003, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

Swipe left to see all data
Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-0.16%
-0.16%
Aug 2021 - Aug 2021
0 - 1
3M
+3.25%
-0.16%
Aug 2021 - Aug 2021
2 - 1
6M
+5.52%
-0.26%
Mar 2021 - Mar 2021
4 - 2
YTD
+4.01%
-1.95%
Feb 2021 - Mar 2021
5 - 3
1Y
+5.30%
3.84%
-1.95%
Feb 2021 - Mar 2021
7 - 5
3Y
+7.16%
annualized
4.10%
-2.48%
Sep 2018 - Oct 2018
25 - 11
5Y
+4.45%
annualized
3.70%
-2.64%
Oct 2016 - Dec 2016
39 - 21
10Y
+3.05%
annualized
4.30%
-9.25%
Dec 2012 - Dec 2013
73 - 47
MAX
01 Jun 1991
+6.54%
annualized
5.96%
-11.79%
Sep 2008 - Oct 2008
243 - 120

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

iShares TIPS Bond (TIP) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+6.58% +23.02%
Jan 1995 - Dec 1995
-9.37%
Nov 1993 - Oct 1994
16.19%
2 Years
+6.28% +18.28%
Sep 1991 - Aug 1993
-2.63%
Jan 2013 - Dec 2014
6.18%
3 Years
+6.06% +14.69%
Jun 2000 - May 2003
-2.34%
Jan 2013 - Dec 2015
3.66%
5 Years
+6.05% +11.54%
Jan 2000 - Dec 2004
-0.28%
Dec 2012 - Nov 2017
2.30%
7 Years
+6.09% +10.58%
Apr 1997 - Mar 2004
+0.61%
Feb 2012 - Jan 2019
0.00%
10 Years
+6.29% +9.83%
Nov 1994 - Oct 2004
+2.71%
Mar 2008 - Feb 2018
0.00%
15 Years
+6.22% +8.65%
Jul 1991 - Jun 2006
+3.53%
Mar 2004 - Feb 2019
0.00%
20 Years
+6.28% +8.32%
Aug 1991 - Jul 2011
+4.89%
Dec 1998 - Nov 2018
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

In the table below, for the iShares TIPS Bond (TIP) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
0.96
83%
0.23
60%
0.05
53%
0.46
67%
0.71
70%
0.51
65%
0.90
74%
0.96
71%
0.51
63%
0.14
63%
0.46
73%
0.62
60%
Best
Year
3.6
2008
3.7
2003
5.9
2009
3.0
2020
5.1
1995
3.6
1993
4.7
1997
3.6
2002
3.2
2003
3.6
1996
4.1
2007
6.5
2008
Worst
Year
-3.4
1992
-3.5
1994
-4.2
1994
-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

For further information about the seasonality, check the Asset Class Seasonality page.

Investing in iShares TIPS Bond (TIP) ETF: detail of monthly returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+4.01% 0.3 -1.7 -0.3 1.4 1.0 0.7 2.7 -0.2
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
2000
+17.65% 0.5 2.4 2.7 -0.5 -0.4 2.3 1.0 2.0 -0.1 1.4 2.7 2.2
1999
-4.47% 0.9 -2.9 0.0 0.5 -1.2 -0.9 -0.5 -0.3 1.2 0.4 -0.5 -1.1
1998
+9.27% 1.5 -0.4 0.2 0.6 1.2 1.2 0.1 2.3 2.4 -0.8 0.7 -0.2
1997
+12.71% -0.3 0.0 -2.2 2.5 1.1 1.6 4.7 -1.7 2.2 2.0 1.1 1.2
1996
+1.33% 0.1 -3.5 -1.4 -1.3 -0.5 1.8 0.2 -1.2 2.8 3.6 2.8 -1.9
1995
+23.02% 2.6 2.2 0.8 1.2 5.1 0.8 -0.4 2.0 1.5 1.5 1.8 2.0
1994
-6.25% 2.6 -3.5 -4.2 -1.6 -0.6 -0.5 3.0 -0.1 -2.9 -0.5 0.4 1.9
1993
+15.75% 2.3 3.3 0.1 0.8 0.2 3.6 1.5 3.6 0.3 0.2 -1.5 0.4
1992
+8.74% -3.4 1.4 -1.3 -0.5 3.0 1.7 3.8 0.9 2.1 -2.4 0.4 2.9

ETF Returns, up to December 2003, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

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