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Performance analysis of STPZ (PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND)

Annual Return

Over the past 3 years, STPZ has had an average annual return of +5.04%, underperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, STPZ has had an average annual return of +2.91%, underperforming the benchmark SPY, which returned +14.05% annual.

Over the past 10 years, STPZ has had an average annual return of +2.89%, underperforming the benchmark SPY, which returned +15.53% annual.

Since Aug 21, 2009, STPZ has had an average annual return of +2.45%, underperforming the benchmark SPY, which returned +14.67% annual.

202620252024202320222021202020192018201720162015
+1.80%+6.40%+4.30%+4.27%-4.47%+5.63%+5.44%+4.84%+0.04%+0.51%+2.89%-0.30%
201420132012201120102009
-1.39%-2.06%+2.33%+4.66%+3.51%+3.53%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.56%+0.39%-0.12%+0.93%-0.01%+0.03%+1.80%
2025+1.02%+1.34%+0.94%+1.12%-0.66%+0.58%+0.34%+1.51%-0.17%+0.02%+0.24%-0.02%+6.40%
2024+0.53%-0.34%+0.50%-0.31%+1.07%+0.59%+1.01%+0.62%+1.09%-0.67%+0.44%-0.29%+4.30%
2023+0.76%-0.54%+2.12%+0.24%-0.85%-0.35%+0.42%+0.12%-0.40%+0.42%+1.09%+1.20%+4.27%
2022-0.98%+1.16%-0.99%-0.17%+0.36%-1.89%+2.13%-1.65%-3.57%+1.11%+0.42%-0.36%-4.47%
2021+0.68%-0.04%+0.57%+0.91%+0.70%-0.02%+1.46%+0%-0.05%+0.64%+0.04%+0.61%+5.63%
2020+0.61%+0.44%-2.29%+1.74%+0.92%+0.77%+0.81%+1.16%-0.21%-0.20%+0.60%+1.01%+5.44%
2019+0.87%+0.08%+0.76%+0.46%+0.65%+0.64%-0.03%+0.59%-0.29%+0.18%+0.09%+0.73%+4.84%
2018-0.31%-0.19%+0.58%-0.11%+0.32%+0.24%-0.21%+0.48%-0.25%-0.50%-0.00875%+0.02%+0.04%
2017+0.52%+0.02%+0.16%-0.12%+0.03%-0.58%+0.33%+0.30%-0.23%+0.19%-0.29%+0.19%+0.51%

Drawdown analysis of STPZ (PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND)

The maximum drawdown for the STPZ was -6.76%, occurring on Mar 18, 2020. Recovery took 56 trading sessions.

The current STPZ drawdown is -0.11%.

DepthStartTo BottomBottomTo RecoverEndTotal
-6.76%Mar 4, 202010Mar 18, 202056Jun 8, 202066
-6.68%Mar 11, 2022140Sep 30, 2022420Jun 4, 2024560
-4.65%Sep 14, 2012818Dec 16, 2015797Feb 19, 20191615
-2.55%Nov 17, 202158Feb 10, 202212Mar 1, 202270
-2.00%Aug 10, 201142Oct 10, 201120Nov 7, 201162
-1.89%Oct 14, 201040Dec 10, 201023Jan 13, 201163
-1.35%Apr 30, 20258May 12, 202541Jul 11, 202549
-1.18%May 6, 201015May 27, 201044Jul 30, 201059
-1.15%Nov 7, 201134Dec 27, 201120Jan 26, 201254
-1.12%Sep 24, 202461Dec 19, 202423Jan 27, 202584
-1.11%Feb 27, 201270Jun 6, 201243Aug 7, 2012113
-1.11%Apr 3, 20256Apr 11, 202510Apr 28, 202516
-1.09%Jan 31, 20118Feb 10, 20117Feb 22, 201115
-1.09%Aug 2, 20113Aug 5, 20113Aug 10, 20116
-0.93%Mar 17, 20267Mar 26, 202611Apr 13, 202618
-0.85%Feb 4, 201033Mar 24, 201023Apr 27, 201056
-0.84%Aug 10, 201018Sep 3, 201011Sep 21, 201029
-0.78%Aug 29, 201910Sep 13, 201956Dec 3, 201966
-0.78%May 18, 202120Jun 16, 202112Jul 2, 202132
-0.74%Jul 28, 202117Aug 20, 20215Aug 27, 202122
-0.73%Feb 12, 20218Feb 25, 20213Mar 2, 202111
-0.68%Mar 17, 20118Mar 29, 201113Apr 15, 201121
-0.67%Nov 30, 200919Dec 28, 200910Jan 12, 201029
-0.66%May 2, 201113May 19, 20118Jun 1, 201121
-0.64%Oct 22, 20255Oct 29, 202561Jan 28, 202666