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Upturn AI SWOT - About
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund (STPZ)
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Upturn Advisory Summary
04/01/2025: STPZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 0.79% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 74021 | Beta 0.36 | 52 Weeks Range 50.24 - 54.08 | Updated Date 04/2/2025 |
52 Weeks Range 50.24 - 54.08 | Updated Date 04/2/2025 |
Upturn AI SWOT
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
ETF Overview
Overview
The PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund (STIP) seeks to track the performance of the ICE BofA 1-5 Year US Inflation-Linked Treasury Index. It invests in short-term U.S. Treasury Inflation-Protected Securities (TIPS) to provide inflation protection and income.
Reputation and Reliability
PIMCO is a well-respected and established fixed income investment manager with a strong track record.
Management Expertise
PIMCO has a team of experienced fixed income professionals specializing in government bonds and inflation-protected securities.
Investment Objective
Goal
To track the performance, before fees and expenses, of the ICE BofA 1-5 Year US Inflation-Linked Treasury Index.
Investment Approach and Strategy
Strategy: Tracks a specific index of short-term U.S. Treasury Inflation-Protected Securities (TIPS).
Composition Primarily holds U.S. Treasury Inflation-Protected Securities (TIPS) with maturities between 1 and 5 years.
Market Position
Market Share: STIP holds a significant market share within the short-term TIPS ETF category.
Total Net Assets (AUM): 6750000000
Competitors
Key Competitors
- iShares 0-5 Year TIPS Bond ETF (STIP)
- Schwab Short-Term U.S. TIPS ETF (SCHP)
- FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT)
Competitive Landscape
The short-term TIPS ETF industry is dominated by a few large players. STIP benefits from PIMCO's brand recognition and fixed-income expertise. Its expense ratio may be slightly higher compared to some competitors, such as SCHP, giving them a cost advantage.
Financial Performance
Historical Performance: Historical performance varies with interest rate changes and inflation expectations.
Benchmark Comparison: STIP's performance closely tracks the ICE BofA 1-5 Year US Inflation-Linked Treasury Index.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
STIP exhibits good liquidity due to its high average trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting its high trading volume and liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, inflation expectations, and interest rate policies significantly influence the performance of STIP.
Growth Trajectory
Growth trends depend on investor demand for inflation protection and overall market conditions.
Moat and Competitive Advantages
Competitive Edge
STIP benefits from PIMCO's strong brand and expertise in fixed-income markets, particularly TIPS. PIMCO's active management approach, while tracking an index, allows for subtle adjustments to optimize performance within the index constraints. This gives STIP an edge in navigating complex market environments. The fund's focus on short-term TIPS reduces interest rate risk compared to longer-duration TIPS ETFs. This specialized focus can attract investors seeking inflation protection with less duration risk.
Risk Analysis
Volatility
STIP's volatility is relatively low compared to equity ETFs, reflecting the stability of short-term U.S. Treasury bonds.
Market Risk
STIP is exposed to interest rate risk (though mitigated by the short duration) and inflation risk. Inflation risk stems from the potential for inflation to be lower than expected.
Investor Profile
Ideal Investor Profile
STIP is suitable for investors seeking inflation protection and stable income, particularly those concerned about rising inflation.
Market Risk
STIP is suitable for long-term investors seeking to diversify their portfolio with inflation-protected assets.
Summary
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund (STIP) offers exposure to short-term U.S. Treasury Inflation-Protected Securities, providing inflation protection and income. STIP tracks the ICE BofA 1-5 Year US Inflation-Linked Treasury Index, offering a relatively low-risk investment option. PIMCO's expertise and brand recognition contribute to its competitive advantage. It's suited for long-term investors seeking to hedge against inflation with stable fixed-income assets, but competitors offer similar benefits at lower expense ratios.
Similar Companies
SCHP
Schwab U.S. TIPS ETF
SCHP
Schwab U.S. TIPS ETF
TDTT
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
VTIP
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares
VTIP
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- PIMCO
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its total assets (exclusive of collateral held from securities lending) in the component securities of the ICE BofA 1-5 Year U.S. Inflation-Linked Treasury Index (the underlying index). The underlying index is an unmanaged index comprised of Treasury Inflation-Protected Securities (TIPS) with a maturity of at least 1 year and less than 5 years.
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