TIP (iShares TIPS Bond ETF) — over the past 10 years it returned about 2.5% annualized on a total-return basis, yields roughly 4.47%, and had a worst drawdown near -14.5%. Here is the full picture — and you can backtest it yourself for free.
$10,000, 10 years on
A $10,000 investment 10 years ago, dividends reinvested, would be worth about $13,106 today.
Sortino
0.64
Volatility
5.6%
$10k → today
$13,106
Dividend history
| Year | Dividend / share | YoY growth |
|---|---|---|
| 2020 | $1.49 | — |
| 2021 | $5.53 | 270.5% |
| 2022 | $7.41 | 34.0% |
| 2023 | $2.94 | -60.4% |
| 2024 | $2.69 | -8.5% |
| 2025 | $3.80 | 41.5% |
Risk & return vs the S&P 500
| Metric | TIP | SPY |
|---|---|---|
| CAGR | 2.5% | 14.2% |
| Volatility | 5.6% | 17.9% |
| Sharpe | 0.47 | 0.83 |
| Sortino | 0.64 | 1.01 |
| Max drawdown | -14.5% | -33.7% |
| Dividend yield | 4.47% | 1.02% |