iShares $ TIPS ETF USD Acc USD (LSE:IDTP) - ETF price

ETF Report


Morningstar Rating™ (Relative to Category) 30/09/2019
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: USD Inflation-Linked BondClick here to see our Methodology
5-YearAverageAbove AverageStarRatingValueLabel_3
10-YearAbove AverageAverageStarRatingValueLabel_4
OverallAbove AverageAverageStarRatingValueLabel_4
Modern Portfolio Statistics 30/09/2019
 Standard Index
Bloomberg Barclays Global Inflation Linked US TIPS TR USD
Best Fit Index
3-Yr R-Squared97.01-
3-Yr Beta1.12-
3-Yr Alpha-0.19-
Return/Risk Analysis 30/09/2019
Risk Measurement1 Year3 Years5 Years
Standard Deviation4.613.713.96
3-Yr Mean Return7.242.152.44
Sharpe Ratio1.020.140.35
Sortino Ratio---
Positive Months92236
Negative Months31424
Worst Month-1.81-2.47-2.47
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
© Copyright 2019 Morningstar. All rights reserved.