1-5 Year Etf Profile

STPZ -  USA Etf  

USD 53.53  0.22  0.41%

Market Performance
0 of 100
Odds Of Distress
Less than 1
1-5 Year is trading at 53.53 as of the 26th of May 2022; that is -0.41 percent decrease since the beginning of the trading day. The etf's open price was 53.75. 1-5 Year has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for 1-5 Year US are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of March 2022 and ending today, the 26th of May 2022. Click here to learn more.
The fund invests at least 80 percent of its total assets in the component securities of the ICE BofA 1-5 Year US Inflation-Linked Treasury Index . 1-5 Year is traded on NYSEArca Exchange in the United States. More on 1-5 Year US

1-5 Year Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. 1-5 Year's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding 1-5 Year or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
1-5 Year US generated a negative expected return over the last 90 days
1-5 Year US is unlikely to experience financial distress in the next 2 years
The fund maintains all of the assets in different exotic instruments
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of 1-5 Year's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
IssuerPIMCO
DescriptionPIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
Inception Date2009-08-20
BenchmarkBofA Merrill Lynch 1-5 Year US Inflation-Linked Treasury Index
Entity TypeRegulated Investment Company
Asset Under Management1.56 Billion
Average Trading Valume449,334.1
Asset TypeFixed Income
CategoryU.S. Government
FocusTIPS
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorPacific Investment Management Company LLC
CustodianState Street Bank and Trust Company
DistributorPIMCO Investments LLC
Portfolio ManagerJeremie Banet, Matthew P. Dorsten
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Aug
ExchangeNYSE Arca, Inc.
Number of Constituents21.0
Market MakerFlow Traders
Total Expense0.2
Management Fee0.2
Nav Price53.43
Two Hundred Day Average54.74
Ytd-1.46%
Average Daily Volume In Three Month362.55k
Fifty Two Week Low53.04
As Of Date11th of May 2022
Average Daily Volume Last 10 Day471.19k
Fifty Two Week High55.7
One Month-0.35%
Fifty Day Average54.16
Three Month-0.17%
1-5 Year US [STPZ] is traded in USA and was established 2009-08-20. The fund is listed under Inflation-Protected Bond category and is part of PIMCO family. 1-5 Year US at this time have 1.52 B in assets. , while the total return for the last 3 years was 4.0%.
Check 1-5 Year Probability Of Bankruptcy

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on 1-5 Year Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding 1-5 Year , and the less return is expected.

1-5 Year Target Price Odds Analysis

What are 1-5 Year's target price odds to finish over the current price? Based on a normal probability distribution, the odds of 1-5 Year jumping above the current price in 90 days from now is about 76.34%. The 1-5 Year US probability density function shows the probability of 1-5 Year etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days 1-5 Year US has a beta of -0.0302. This usually implies as returns on benchmark increase, returns on holding 1-5 Year are expected to decrease at a much lower rate. During the bear market, however, 1-5 Year US is likely to outperform the market. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. 1-5 Year US is significantly underperforming DOW.
  Odds Below 53.53HorizonTargetOdds Above 53.53
22.75%90 days
 53.53 
76.34%
Based on a normal probability distribution, the odds of 1-5 Year to move above the current price in 90 days from now is about 76.34 (This 1-5 Year US probability density function shows the probability of 1-5 Year Etf to fall within a particular range of prices over 90 days) .

1-5 Year Top Holders

1-5 Year Major Institutional Holders

Institutional Holdings refers to the ownership stake in 1-5 Year that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of 1-5 Year's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing 1-5 Year's value.
InstituionSecurity TypeTotal SharesValue
Morgan StanleyFund Units2.2 M120.6 M
View 1-5 Year Diagnostics

1-5 Year US Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. 1-5 Year market risk premium is the additional return an investor will receive from holding 1-5 Year long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in 1-5 Year. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although 1-5 Year's alpha and beta are two of the key measurements used to evaluate 1-5 Year's performance over the market, the standard measures of volatility play an important role as well.

1-5 Year US Technical Analysis

Transformation
The output start index for this execution was zero with a total number of output elements of sixty-one. 1-5 Year US Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe 1-5 Year price patterns.
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1-5 Year Against Markets

Picking the right benchmark for 1-5 Year etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in 1-5 Year etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for 1-5 Year is critical whether you are bullish or bearish towards 1-5 Year US at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in 1-5 Year without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Investing 1-5 Year US

You need to understand the risk of investing before taking a position in 1-5 Year. The danger of trading 1-5 Year US is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of 1-5 Year is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than 1-5 Year. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile 1-5 Year US is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Additionally, take a look at World Market Map. Note that the 1-5 Year US information on this page should be used as a complementary analysis to other 1-5 Year's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.

Complementary Tools for 1-5 Year Etf analysis

When running 1-5 Year US price analysis, check to measure 1-5 Year's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy 1-5 Year is operating at the current time. Most of 1-5 Year's value examination focuses on studying past and present price action to predict the probability of 1-5 Year's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move 1-5 Year's price. Additionally, you may evaluate how the addition of 1-5 Year to your portfolios can decrease your overall portfolio volatility.
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The market value of 1-5 Year US is measured differently than its book value, which is the value of 1-5 Year that is recorded on the company's balance sheet. Investors also form their own opinion of 1-5 Year's value that differs from its market value or its book value, called intrinsic value, which is 1-5 Year's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because 1-5 Year's market value can be influenced by many factors that don't directly affect 1-5 Year's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between 1-5 Year's value and its price as these two are different measures arrived at by different means. Investors typically determine 1-5 Year value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, 1-5 Year's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.