Last Update: 31 Aug 2020

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

In the last 10 years, the iShares TIPS Bond (TIP) ETF obtained a 3.54% compound annual return, with a 4.48% standard deviation.

In 2019, the portfolio granted a 1.88% 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.

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 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+0.89%
0.00%
1 - 0
3M
+4.25%
0.00%
3 - 0
6M
+6.21%
-1.76%
Mar 2020 - Mar 2020
5 - 1
YTD
+9.48%
-1.76%
Mar 2020 - Mar 2020
7 - 1
1Y
+8.93%
4.52%
-1.76%
Mar 2020 - Mar 2020
9 - 3
3Y
+5.54%
annualized
3.81%
-2.48%
Sep 2018 - Oct 2018
25 - 11
5Y
+4.44%
annualized
3.62%
-2.64%
Oct 2016 - Dec 2016
39 - 21
10Y
+3.54%
annualized
4.48%
-9.25%
Dec 2012 - Dec 2013
76 - 44
MAX
01 Jan 2001
+5.30%
annualized
5.80%
-11.79%
Sep 2008 - Oct 2008
158 - 78

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

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

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+5.05% +19.05%
Mar 2002 - Feb 2003
-8.49%
Jan 2013 - Dec 2013
18.67%
2 Years
+4.77% +14.20%
Apr 2002 - Mar 2004
-2.63%
Jan 2013 - Dec 2014
9.86%
3 Years
+4.56% +11.80%
Nov 2008 - Oct 2011
-2.34%
Jan 2013 - Dec 2015
5.97%
5 Years
+4.38% +8.53%
Jun 2007 - May 2012
-0.28%
Dec 2012 - Nov 2017
3.95%
7 Years
+4.49% +8.01%
Feb 2001 - Jan 2008
+0.61%
Feb 2012 - Jan 2019
0.00%
10 Years
+4.73% +7.65%
Feb 2002 - Jan 2012
+2.71%
Mar 2008 - Feb 2018
0.00%
15 Years
+4.37% +5.38%
Jul 2001 - Jun 2016
+3.53%
Mar 2004 - Feb 2019
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

iShares TIPS Bond (TIP) ETF Seasonality

Swipe left to see all data
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 0.2
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
85 65 55 70 75 60 70 80 58 63 68 53

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
2020
+9.48% 2.1 0.9 -1.8 3.0 0.7 1.0 2.3 0.9
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.

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