iShares TIPS Bond (TIP): Historical Returns

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

Readings that may interest you

The Wealthy Gardener: Lessons on Prosperity Between Father and Son

Exchange-Traded Funds For Dummies

Grand Transitions: How the Modern World Was Made

Drawdowns

Drawdonws Chart:

Worst drawdowns since August 2001.

Swipe left to see all data

	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-11.79%	Sep 2008	Oct 2008	2	Sep 2009	11	13
-9.25%	Dec 2012	Dec 2013	13	Mar 2019	63	76
-5.31%	Jun 2003	Jul 2003	2	Dec 2003	5	7
-4.82%	Apr 2004	Apr 2004	1	Aug 2004	4	5
-3.37%	Nov 2001	Dec 2001	2	Apr 2002	4	6
-3.05%	Nov 2010	Dec 2010	2	Apr 2011	4	6
-2.75%	Oct 2002	Oct 2002	1	Dec 2002	2	3
-2.60%	Jul 2005	Apr 2006	10	Aug 2006	4	14
-2.30%	Dec 2006	Dec 2006	1	Mar 2007	3	4
-2.09%	Dec 2009	Dec 2009	1	Apr 2010	4	5
-1.95%	Feb 2021	Mar 2021	2	May 2021	2	4
-1.94%	Mar 2003	Apr 2003	2	May 2003	1	3
-1.76%	Mar 2020	Mar 2020	1	Apr 2020	1	2
-1.54%	Mar 2008	Apr 2008	2	Jun 2008	2	4
-1.52%	May 2007	Jun 2007	2	Jul 2007	1	3
-1.44%	Feb 2012	Mar 2012	2	Apr 2012	1	3
-1.14%	Sep 2019	Oct 2019	2	Jan 2020	3	5
-1.06%	Sep 2020	Oct 2020	2	Nov 2020	1	3
-0.67%	Jun 2012	Jun 2012	1	Jul 2012	1	2
-0.61%	Jul 2008	Jul 2008	1	Aug 2008	1	2

Worst drawdowns since May 1991.

Swipe left to see all data

	Drawdown period			Recovery period		Total
Drawdown	Start	Bottom	#Months	End	#Months	#Months
-11.79%	Sep 2008	Oct 2008	2	Sep 2009	11	13
-10.68%	Feb 1994	Oct 1994	9	May 1995	7	16
-9.25%	Dec 2012	Dec 2013	13	Mar 2019	63	76
-6.47%	Feb 1996	May 1996	4	Oct 1996	5	9
-5.32%	Feb 1999	Dec 1999	11	Mar 2000	3	14
-5.31%	Jun 2003	Jul 2003	2	Dec 2003	5	7
-4.82%	Apr 2004	Apr 2004	1	Aug 2004	4	5
-4.37%	Dec 1996	Mar 1997	4	Jun 1997	3	7
-3.82%	Jan 1992	Apr 1992	4	Jun 1992	2	6
-3.37%	Nov 2001	Dec 2001	2	Apr 2002	4	6
-3.05%	Nov 2010	Dec 2010	2	Apr 2011	4	6
-2.75%	Oct 2002	Oct 2002	1	Dec 2002	2	3
-2.60%	Jul 2005	Apr 2006	10	Aug 2006	4	14
-2.41%	Oct 1992	Oct 1992	1	Dec 1992	2	3
-2.30%	Dec 2006	Dec 2006	1	Mar 2007	3	4
-2.09%	Dec 2009	Dec 2009	1	Apr 2010	4	5
-1.95%	Feb 2021	Mar 2021	2	May 2021	2	4
-1.94%	Mar 2003	Apr 2003	2	May 2003	1	3
-1.76%	Mar 2020	Mar 2020	1	Apr 2020	1	2
-1.72%	Aug 1997	Aug 1997	1	Sep 1997	1	2

Rolling Returns ( more details)

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

Swipe left to see all data

	*Return ()**			Negative Periods
Rolling Period	Average	Best	Worst	Negative Periods
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

Swipe left to see all data

		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.