PIMCO Broad U.S. TIPS Index Exchange-Traded Fund (TIPZ) Performance
TIPZ total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +0.9% since Dec 31, 2025
- 1 year
- −1.1% total return
- 5 years
- −0.0% a year
- 10 years
- +2.2% a year
- Since first price
- +3.0% a year since 2009
TIPZ trailing returns vs AGG, TLT, SPY
| Period | TIPZ total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +1.4% | +1.4% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.5% | −1.2% | −0.4% | −1.0% | +3.2% |
| 6 months | −1.6% | −5.4% | −1.5% | −3.8% | +7.8% |
| YTD | +0.9% | −3.2% | −1.0% | −3.4% | +12.3% |
| 1 year | −1.1% | −6.3% | −1.1% | −6.9% | +14.4% |
| 3 years | +14.8%+4.7%/yr | −1.0% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | −0.2%−0.0%/yr | −23.4% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| 10 years | +24.6%+2.2%/yr | −14.3% | +14.0%+1.3%/yr | −18.7%−2.0%/yr | +315.9%+15.3%/yr |
| 15 years | +35.5%+2.0%/yr | −11.4% | +32.2%+1.9%/yr | +9.9%+0.6%/yr | +696.0%+14.8%/yr |
| Since inceptionSep 9, 2009 | +64.8%+3.0%/yr | +0.9% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: TIPZ vs AGG
From Sep 9, 2009: TIPZ grew to $16,483, AGG to $15,019.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
TIPZ returns by calendar year
12 of 16 full years positive. Best 2011 (+13.9%), worst 2022 (−12.7%). 2026 is year to date.
TIPZ annual returns table
| Year | TIPZ | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +0.9% | −4.1% | −1.0% | −3.4% | +12.3% |
| 2025 | +5.9% | −2.9% | +7.2% | +4.3% | +17.7% |
| 2024 | +1.5% | −3.9% | +1.3% | −8.1% | +24.9% |
| 2023 | +3.9% | −6.4% | +5.7% | +2.8% | +26.2% |
| 2022 | −12.7% | −15.1% | −13.0% | −31.2% | −18.2% |
| 2021 | +5.9% | −3.4% | −1.8% | −4.6% | +28.7% |
| 2020 | +11.0% | −10.5% | +7.5% | +18.2% | +18.3% |
| 2019 | +8.6% | −2.6% | +8.5% | +14.1% | +31.2% |
| 2018 | −1.5% | −3.4% | +0.1% | −1.6% | −4.6% |
| 2017 | +3.1% | −2.0% | +3.6% | +9.2% | +21.7% |
| 2016 | +5.1% | −4.9% | +2.4% | +1.2% | +12.0% |
| 2015 | −2.5% | −6.1% | +0.5% | −1.8% | +1.2% |
| 2014 | +4.5% | −3.6% | +6.0% | +27.3% | +13.5% |
| 2013 | −9.3% | −11.0% | −2.0% | −13.4% | +32.3% |
| 2012 | +6.8% | −2.6% | +3.8% | +2.6% | +16.0% |
| 2011 | +13.9% | −3.6% | +7.7% | +34.0% | +1.9% |
| 2010 | +6.2% | −5.7% | +6.4% | +9.0% | +15.1% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
TIPZ largest drawdowns
Now 2.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 9, 2021 | −15.4% | Oct 10, 2022 | not yet | 11 months | 5.0 years so far |
| Dec 10, 2012 | −11.7% | Sep 5, 2013 | Mar 22, 2019 | 9 months | 6.3 years |
| Mar 6, 2020 | −10.5% | Mar 18, 2020 | Apr 28, 2020 | 12 days | 53 days |
| Oct 25, 2010 | −5.8% | Feb 8, 2011 | Apr 19, 2011 | 3 months | 6 months |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
TIPZ risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2009 |
|---|---|---|---|---|
| Annualized return | +3.7% | −0.3% | +2.0% | +2.8% |
| Volatility (annualized) | 4.8% | 6.5% | 5.4% | 5.3% |
| Sharpe ratio | -0.13 | -0.56 | -0.03 | 0.29 |
| Sortino ratio | -0.18 | -0.68 | -0.05 | 0.41 |
| Best month | +3.1% | +5.0% | +5.0% | +5.0% |
| Worst month | −2.8% | −7.2% | −7.2% | −7.2% |
| Best 12 months | +10.2% | +10.2% | +11.0% | +16.5% |
| Worst 12 months | −2.4% | −12.7% | −12.7% | −12.7% |
| Positive months | 69% | 58% | 60% | 60% |
| Beta vs S&P 500 | 0.18 | 0.28 | 0.18 | — |
| Correlation with S&P 500 | 0.47 | 0.68 | 0.52 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
TIPZ rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 194 | −12.7% | +3.8% | +16.5% | 74% |
| 3-year (a year) | 170 | −2.7% | +2.1% | +9.3% | 79% |
| 5-year (a year) | 146 | −0.3% | +2.1% | +5.4% | 94% |
| 10-year (a year) | 86 | +0.8% | +2.5% | +3.8% | 100% |
Every holding period starting at a month-end since 2009. Returns for 3 years and longer are annualized.
TIPZ performance overview
PIMCO Broad U.S. TIPS Index Exchange-Traded Fund (TIPZ) returned −1.1% over the past year and +2.2% a year over ten years, with distributions reinvested. Since its first recorded price in 2009 it has returned +3.0% a year, turning $10,000 into about $16,483. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −15.4%, from Nov 9, 2021 to Oct 10, 2022; the fund has not yet regained that high. TIPZ finished 12 of its 16 full calendar years with a gain; the best year was 2011 (+13.9%) and the worst 2022 (−12.7%). Volatility has been 5.3% a year.
Related: TIPZ chart, TIPZ dividends, TIPZ bond profile. See the TIPZ overview for the latest quote and fund facts.
TIPZ performance FAQ
What is the TIPZ return over the past year?
TIPZ returned −1.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 6.3%.
What is the average annual return of TIPZ?
TIPZ has returned −0.0% a year over 5 years, +2.2% a year over 10 years, +3.0% a year since September 9, 2009 (total return, distributions reinvested).
How much would $10,000 invested in TIPZ be worth?
$10,000 invested in TIPZ at its first recorded close on September 9, 2009 would be worth about $16,483 on October 23, 2026 with distributions reinvested.
What was the worst year for TIPZ?
The worst calendar year was 2022, with a total return of −12.7%. The best was 2011 at +13.9%.
What is the biggest drawdown of TIPZ?
The largest peak-to-trough decline was −15.4% between November 9, 2021 and October 10, 2022. It has not yet recovered to that high; it is 2.1% below its peak.
How volatile is TIPZ?
Over the past 3 years TIPZ had an annualized volatility of 4.8% and a Sharpe ratio of -0.13 (excess return over 1–3 month T-bills per unit of risk).