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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
10/02/2025: 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 11.06% | Avg. Invested days 105 | 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 10/02/2025 |
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 lower interest rate risk. The fund primarily invests in TIPS with maturities of one to five years.
Reputation and Reliability
PIMCO is a well-established and reputable investment management firm known for its expertise in fixed income investments.
Management Expertise
PIMCO has a team of experienced portfolio managers and analysts specializing in fixed income and inflation-linked securities.
Investment Objective
Goal
To track the performance of the ICE BofA 1-5 Year US Inflation-Linked Treasury Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, tracking the ICE BofA 1-5 Year US Inflation-Linked Treasury Index.
Composition The ETF 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): 7300000000
Competitors
Key Competitors
- iShares 0-5 Year TIPS Bond ETF (STIP)
- Schwab Short-Term U.S. TIPS ETF (SCHP)
- FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTT)
Competitive Landscape
The short-term TIPS ETF market is competitive, with STIP facing competition from iShares and Schwab. STIP benefits from PIMCO's reputation and expertise, while iShares often attracts investors due to its size and liquidity. SCHP offers a low-cost alternative. TDTT offers a duration targeted approach.
Financial Performance
Historical Performance: Historical performance will vary based on the market but generally correlates to short-term TIPS returns.
Benchmark Comparison: The ETF aims to closely track the ICE BofA 1-5 Year US Inflation-Linked Treasury Index.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The ETF generally has high average trading volume facilitating easy entry and exit.
Bid-Ask Spread
The bid-ask spread is usually tight, reflecting the fund's liquidity.
Market Dynamics
Market Environment Factors
Inflation expectations, interest rate movements, and overall economic conditions influence the ETF's performance. Increasing inflation expectations generally benefit TIPS.
Growth Trajectory
The fund's growth is tied to investor demand for inflation protection and the performance of short-term TIPS.
Moat and Competitive Advantages
Competitive Edge
PIMCO's reputation, active bond management experience, and well-defined focus on short-term TIPS give STIP a competitive edge. Its disciplined investment approach ensures close tracking of the underlying index. STIP is backed by PIMCOs expertise in the fixed income space which attracts a broad spectrum of investors seeking inflation protection. The fund can also be used as a hedge against economic surprises or inflation.
Risk Analysis
Volatility
As a short-term TIPS fund, STIP exhibits lower volatility compared to longer-duration bond funds. It still has some volatility, but less exposure to interest rate risk.
Market Risk
STIP is subject to market risk, including inflation risk (if inflation is lower than expected), interest rate risk (though mitigated by the short duration), and credit risk (though minimal due to its investment in U.S. Treasury securities).
Investor Profile
Ideal Investor Profile
Investors seeking inflation protection, conservative fixed income exposure, and lower interest rate risk.
Market Risk
Suitable for long-term investors seeking to preserve capital and hedge against inflation, as well as for those using it as part of a broader asset allocation strategy. It is a low risk investment.
Summary
STIP is a PIMCO ETF focusing on short-term TIPS, aiming to track the ICE BofA 1-5 Year US Inflation-Linked Treasury Index. It provides inflation protection with lower interest rate risk, making it suitable for conservative investors. PIMCO's expertise and the fund's liquidity contribute to its attractiveness. While it faces competition, STIP remains a viable option for those seeking short-term TIPS exposure. Investors should consider its expense ratio and compare it to alternatives.
Peer Comparison
Sources and Disclaimers
Data Sources:
- PIMCO
- Yahoo Finance
- ETF.com
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Market share data is approximate and may vary.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.