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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
08/14/2025: 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.
Analysis of Past Performance
Type ETF | Historic Profit 10.2% | Avg. Invested days 98 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.39 | 52 Weeks Range 50.42 - 53.86 | Updated Date 06/29/2025 |
52 Weeks Range 50.42 - 53.86 | Updated Date 06/29/2025 |
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 focuses on short-term U.S. Treasury Inflation-Protected Securities (TIPS), providing inflation protection with a low duration profile. The fund's investment strategy involves holding TIPS with remaining maturities between 1 and 5 years.
Reputation and Reliability
PIMCO is a well-respected and established fixed-income investment manager known for its expertise in bond markets.
Management Expertise
PIMCO has a deep bench of experienced portfolio managers and economists specializing in fixed income and inflation-linked 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: The fund tracks a specific index, the ICE BofA 1-5 Year US Inflation-Linked Treasury Index.
Composition The ETF holds U.S. Treasury Inflation-Protected Securities (TIPS) with maturities between 1 and 5 years.
Market Position
Market Share: Insufficient public data to determine exact market share.
Total Net Assets (AUM): 5200000000
Competitors
Key Competitors
- iShares 0-5 Year TIPS Bond ETF (STIP)
- Schwab Short-Term U.S. TIPS ETF (SCHP)
- Vanguard Short-Term Inflation-Protected Securities ETF (VTIP)
Competitive Landscape
The short-term TIPS ETF market is moderately competitive, with STIP holding a significant portion of the market share. STIP's advantage lies in PIMCO's established reputation and deep fixed income expertise. However, SCHP and VTIP offer lower expense ratios, which might be attractive to cost-conscious investors. The competitive landscape is primarily driven by expense ratios, AUM, and tracking error.
Financial Performance
Historical Performance: Historical performance data not directly provided but accessible through financial data providers.
Benchmark Comparison: The ETF's performance should closely track the ICE BofA 1-5 Year US Inflation-Linked Treasury Index.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The ETF typically has a high average daily trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's high trading volume and liquidity.
Market Dynamics
Market Environment Factors
The ETF is influenced by inflation expectations, interest rate movements, and overall economic conditions. Rising inflation expectations generally benefit TIPS, while rising interest rates can negatively impact bond prices.
Growth Trajectory
The ETF's growth is tied to investor demand for inflation protection and the overall performance of the short-term TIPS market.
Moat and Competitive Advantages
Competitive Edge
STIP benefits from PIMCO's established brand and expertise in fixed income. The ETF's focus on short-term TIPS provides a lower duration profile compared to broader TIPS ETFs, making it less sensitive to interest rate changes. This can be advantageous during periods of rising interest rates. The fund's relatively high AUM also contributes to its liquidity and efficient trading. PIMCO's active management capabilities in the fixed income space can be a differentiating factor.
Risk Analysis
Volatility
The ETF's volatility is generally low due to the short-term nature of its holdings and the backing of the U.S. government.
Market Risk
The primary risks are related to interest rate risk and inflation risk. While TIPS offer inflation protection, their prices can still fluctuate with changes in interest rates and real yields.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking inflation protection and capital preservation with a low-risk profile. Suitable for investors concerned about inflation eroding the value of their investments.
Market Risk
STIP is best suited for long-term investors seeking a relatively stable and predictable income stream with inflation protection. It can also be used as a tactical allocation during periods of high inflation expectations.
Summary
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund (STIP) offers investors exposure to short-term U.S. Treasury Inflation-Protected Securities (TIPS). This ETF is a low-risk option for protecting against inflation, providing a stable income stream, and has a low expense ratio. Its performance closely tracks the ICE BofA 1-5 Year US Inflation-Linked Treasury Index. With PIMCO's expertise and deep understanding of fixed income markets, it is suitable for investors looking for inflation-hedging assets and capital preservation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- PIMCO Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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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