Performance analysis of TIPZ (PIMCO BROAD U.S. TIPS INDEX EXCHANGE-TRADED FUND)
Annual Return
Over the past 3 years, TIPZ has had an average annual return of +3.94%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, TIPZ has had an average annual return of +0.92%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, TIPZ has had an average annual return of +2.51%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Sep 9, 2009, TIPZ has had an average annual return of +3.07%, underperforming the benchmark SPY, which returned +14.67% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.79% | +5.88% | +1.52% | +3.37% | -12.65% | +5.47% | +10.98% | +8.64% | -1.65% | +3.12% | +5.07% | -2.49% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| +4.49% | -9.32% | +6.77% | +13.90% | +6.19% | +2.89% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.62% | +1.29% | -1.41% | +1.03% | +0.19% | +0.07% | +2.79% | ||||||
| 2025 | +1.41% | +2.61% | +0.25% | +0.07% | -0.53% | +0.98% | +0.06% | +1.61% | +0.42% | +0.41% | +0.16% | -1.66% | +5.88% |
| 2024 | +0.33% | -0.97% | +0.66% | -1.64% | +1.70% | +0.81% | +1.66% | +0.84% | +1.46% | -1.97% | +0.55% | -1.82% | +1.52% |
| 2023 | +1.72% | -1.24% | +2.77% | +0.04% | -1.17% | -0.18% | -0.12% | -0.78% | -2.00% | -0.79% | +2.68% | +2.55% | +3.37% |
| 2022 | -2.38% | +0.90% | -2.22% | -2.29% | -1.00% | -3.56% | +4.95% | -2.72% | -7.15% | +1.47% | +1.82% | -0.74% | -12.65% |
| 2021 | +0.28% | -2.02% | -0.19% | +1.51% | +1.23% | +0.77% | +2.74% | -0.17% | -0.80% | +1.09% | +0.94% | +0.04% | +5.47% |
| 2020 | +2.15% | +1.10% | -1.61% | +2.88% | +0.53% | +0.96% | +2.54% | +0.76% | -0.34% | -0.55% | +1.06% | +1.08% | +10.98% |
| 2019 | +1.38% | -0.23% | +2.05% | +0.19% | +1.83% | +0.75% | +0.35% | +2.58% | -1.20% | -0.09% | +0.18% | +0.59% | +8.64% |
| 2018 | -0.80% | -1.13% | +0.97% | -0.05% | +0.42% | +0.63% | -0.68% | +0.81% | -1.16% | -1.52% | +0.43% | +0.47% | -1.65% |
| 2017 | +0.92% | +0.45% | -0.06% | +0.57% | -0.10% | -0.69% | +0.28% | +1.08% | -0.61% | +0.20% | +0.15% | +0.90% | +3.12% |
Drawdown analysis of TIPZ (PIMCO BROAD U.S. TIPS INDEX EXCHANGE-TRADED FUND)
The maximum drawdown for the TIPZ was -15.74%, occurring on Oct 10, 2022. This drawdown has not yet recovered.
The current TIPZ drawdown is -1.21%.
Since Sep 9, 2009 TIPZ has experienced the following drawdowns:
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.74% | Nov 9, 2021 | 230 | Oct 10, 2022 | Ongoing | Ongoing | Ongoing |
| -11.72% | Dec 10, 2012 | 185 | Sep 5, 2013 | 1400 | Mar 29, 2019 | 1585 |
| -10.48% | Mar 6, 2020 | 8 | Mar 18, 2020 | 28 | Apr 28, 2020 | 36 |
| -5.77% | Oct 25, 2010 | 73 | Feb 8, 2011 | 49 | Apr 19, 2011 | 122 |
| -3.61% | Aug 10, 2011 | 44 | Oct 12, 2011 | 14 | Nov 1, 2011 | 58 |
| -3.36% | Jan 28, 2021 | 19 | Feb 25, 2021 | 48 | May 5, 2021 | 67 |
| -2.56% | Aug 29, 2019 | 10 | Sep 13, 2019 | 91 | Jan 24, 2020 | 101 |
| -2.55% | Aug 1, 2012 | 12 | Aug 17, 2012 | 19 | Sep 14, 2012 | 31 |
| -2.25% | Nov 25, 2009 | 87 | Apr 5, 2010 | 16 | Apr 27, 2010 | 103 |
| -1.96% | Jan 31, 2012 | 33 | Mar 19, 2012 | 20 | Apr 17, 2012 | 53 |
| -1.64% | Oct 27, 2021 | 3 | Nov 1, 2021 | 5 | Nov 8, 2021 | 8 |
| -1.63% | Nov 7, 2011 | 10 | Nov 21, 2011 | 37 | Jan 17, 2012 | 47 |
| -1.61% | Sep 9, 2021 | 14 | Sep 29, 2021 | 19 | Oct 26, 2021 | 33 |
| -1.59% | Sep 2, 2020 | 47 | Nov 9, 2020 | 17 | Dec 3, 2020 | 64 |
| -1.50% | Jun 1, 2012 | 15 | Jun 22, 2012 | 11 | Jul 10, 2012 | 26 |
| -1.50% | Oct 8, 2012 | 7 | Oct 17, 2012 | 7 | Oct 26, 2012 | 14 |
| -1.40% | Jun 29, 2010 | 13 | Jul 19, 2010 | 11 | Aug 3, 2010 | 24 |
| -1.39% | Oct 20, 2009 | 4 | Oct 26, 2009 | 9 | Nov 6, 2009 | 13 |
| -1.27% | Apr 28, 2020 | 27 | Jun 5, 2020 | 4 | Jun 11, 2020 | 31 |
| -1.14% | May 18, 2010 | 7 | May 27, 2010 | 14 | Jun 17, 2010 | 21 |
| -1.08% | Jan 5, 2021 | 4 | Jan 11, 2021 | 8 | Jan 22, 2021 | 12 |
| -1.07% | Jan 17, 2012 | 4 | Jan 23, 2012 | 3 | Jan 26, 2012 | 7 |
| -1.04% | Aug 6, 2020 | 6 | Aug 14, 2020 | 11 | Aug 31, 2020 | 17 |
| -1.00% | Nov 8, 2012 | 9 | Nov 21, 2012 | 7 | Dec 3, 2012 | 16 |
| -1.00% | Jan 31, 2020 | 3 | Feb 5, 2020 | 11 | Feb 21, 2020 | 14 |