Performance analysis of LTPZ (PIMCO 15+ YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND)
Annual Return
Over the past 3 years, LTPZ has had an average annual return of -0.63%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, LTPZ has had an average annual return of -4.88%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, LTPZ has had an average annual return of +0.80%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Sep 8, 2009, LTPZ has had an average annual return of +3.04%, underperforming the benchmark SPY, which returned +14.72% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.90% | +4.01% | -4.80% | +0.97% | -31.68% | +7% | +24.87% | +17.47% | -7.21% | +9.06% | +9.16% | -8.83% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| +19.69% | -19.21% | +11.61% | +25.10% | +8.66% | +3.24% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.15% | +3.73% | -4.79% | +0.82% | +1.13% | +0.35% | +0.90% | ||||||
| 2025 | +2.04% | +4.59% | -1.26% | -2.51% | -2.04% | +2.02% | -0.92% | +0.58% | +3.16% | +1.49% | -1.00% | -1.92% | +4.01% |
| 2024 | -0.38% | -2.23% | +0.63% | -5.11% | +3.80% | +0.87% | +3.31% | +1.43% | +2.72% | -4.46% | +0.70% | -5.59% | -4.80% |
| 2023 | +4.81% | -2.33% | +3.46% | -0.26% | -1.56% | +0.46% | -1.91% | -3.16% | -6.70% | -4.50% | +7.40% | +6.34% | +0.97% |
| 2022 | -6.15% | +0.52% | -3.60% | -7.63% | -5.86% | -6.70% | +8.61% | -4.19% | -14.90% | +2.15% | +5.66% | -3.12% | -31.68% |
| 2021 | -0.98% | -6.26% | -1.84% | +1.93% | +2.54% | +3.58% | +4.36% | -0.17% | -2.02% | +2.36% | +4.33% | -0.49% | +7% |
| 2020 | +7.08% | +2.81% | -1.83% | +7.12% | -0.63% | +1.13% | +6.67% | -0.99% | -0.29% | -2.13% | +3.26% | +0.84% | +24.87% |
| 2019 | +2.61% | -0.95% | +5% | -0.36% | +5.05% | -0.17% | +1.46% | +8.41% | -3.31% | -1.03% | +1.45% | -1.34% | +17.47% |
| 2018 | -1.41% | -3.82% | +2.24% | +0.28% | -0.16% | +1.84% | -1.10% | +0.65% | -2.89% | -5.28% | +1.21% | +1.28% | -7.21% |
| 2017 | +1.25% | +1.63% | -0.63% | +1.07% | +0% | -1.53% | +0.09% | +2.85% | -1.30% | +0.58% | +1.42% | +3.40% | +9.06% |
Drawdown analysis of LTPZ (PIMCO 15+ YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND)
The maximum drawdown for the LTPZ was -40.96%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current LTPZ drawdown is -32.38%.
Since Sep 8, 2009 LTPZ has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.96% | Nov 9, 2021 | 488 | Oct 19, 2023 | Ongoing | Ongoing | Ongoing |
| -22.67% | Dec 10, 2012 | 185 | Sep 5, 2013 | 712 | Jul 5, 2016 | 897 |
| -22.59% | Mar 6, 2020 | 8 | Mar 18, 2020 | 19 | Apr 15, 2020 | 27 |
| -13.15% | Sep 7, 2016 | 71 | Dec 16, 2016 | 613 | May 29, 2019 | 684 |
| -12.85% | Nov 2, 2010 | 69 | Feb 10, 2011 | 103 | Jul 11, 2011 | 172 |
| -11.65% | Jan 4, 2021 | 51 | Mar 18, 2021 | 82 | Jul 15, 2021 | 133 |
| -7.24% | Aug 29, 2019 | 10 | Sep 13, 2019 | 92 | Jan 27, 2020 | 102 |
| -7.05% | Apr 28, 2020 | 27 | Jun 5, 2020 | 30 | Jul 20, 2020 | 57 |
| -5.98% | Aug 10, 2011 | 10 | Aug 24, 2011 | 48 | Nov 1, 2011 | 58 |
| -5.85% | Nov 30, 2009 | 78 | Mar 24, 2010 | 28 | May 4, 2010 | 106 |
| -5.68% | Jul 24, 2012 | 17 | Aug 16, 2012 | 34 | Oct 4, 2012 | 51 |
| -4.63% | Aug 4, 2020 | 70 | Nov 11, 2020 | 34 | Dec 31, 2020 | 104 |
| -4.50% | Jan 31, 2012 | 30 | Mar 14, 2012 | 30 | Apr 26, 2012 | 60 |
| -4.23% | Oct 27, 2021 | 3 | Nov 1, 2021 | 5 | Nov 8, 2021 | 8 |
| -3.71% | Sep 14, 2021 | 11 | Sep 29, 2021 | 19 | Oct 26, 2021 | 30 |
| -3.63% | Apr 15, 2020 | 2 | Apr 17, 2020 | 5 | Apr 24, 2020 | 7 |
| -3.52% | Jun 1, 2012 | 15 | Jun 22, 2012 | 15 | Jul 16, 2012 | 30 |
| -3.42% | Jul 8, 2016 | 17 | Aug 2, 2016 | 22 | Sep 1, 2016 | 39 |
| -3.28% | Nov 7, 2011 | 23 | Dec 9, 2011 | 6 | Dec 19, 2011 | 29 |
| -2.87% | Jan 31, 2020 | 3 | Feb 5, 2020 | 10 | Feb 20, 2020 | 13 |
| -2.76% | Oct 20, 2009 | 4 | Oct 26, 2009 | 10 | Nov 9, 2009 | 14 |
| -2.66% | Aug 15, 2019 | 2 | Aug 19, 2019 | 6 | Aug 27, 2019 | 8 |
| -2.62% | Jun 30, 2010 | 17 | Jul 26, 2010 | 11 | Aug 10, 2010 | 28 |
| -2.59% | Nov 8, 2012 | 10 | Nov 23, 2012 | 8 | Dec 5, 2012 | 18 |
| -2.58% | Oct 4, 2012 | 9 | Oct 17, 2012 | 8 | Oct 31, 2012 | 17 |