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TIPX vs TY

Comparison between STATE STREET(R) SPDR(R) BLOOMBERG 1-10 YEAR TIPS ETF (TIPX, ETF) and Tri-Continental Corp (TY, ETF).

5-Year PerformanceTY has outperformed TIPX, delivering a return of +10.9% compared to +1.8%

TIPX vs TY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TIPX
$1.90B
Winner
TY
$2B
Expense Ratio
TIPX
0.15%
TY
N/A
Max Drawdown
Winner
TIPX
16.71%
TY
78.22%
Sharpe Ratio
TIPX
-0.56
Winner
TY
1.46
5Y Beta
Winner
TIPX
0.02
TY
0.70
5Y Dividends CAGR
TIPX
7.47%
Winner
TY
12.25%

TIPX vs TY - Historical Returns

Returns include dividend reinvestment.

1M
TIPX
-0.28%
Winner
TY
+1.63%
3M
TIPX
-0.54%
Winner
TY
+3.71%
6M
TIPX
+0.64%
Winner
TY
+8.73%
1Y
TIPX
+2.41%
Winner
TY
+19.68%
5Y(CAGR)
TIPX
+1.82%
Winner
TY
+10.93%
10Y(CAGR)
TIPX
+2.82%
Winner
TY
+13.93%
Max(CAGR)
TIPX
+2.24%
Winner
TY
+6.14%

TIPX vs TY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearTIPXTY
2026+1.22%+10.59%
2025+7.03%+17.62%
2024+3.25%+22.64%
2023+4.32%+17.19%
2022-7.43%-16.33%
2021+5.29%+31.10%
2020+8.13%+12.05%
2019+6.48%+28.15%
2018-0.21%-5.84%
2017+1.64%+27.70%
2016+2.89%+16.71%
2015-0.07%-2.05%
2014+0.56%+11.95%
2013-3.58%+26.03%
2012N/A+15.67%
2011N/A+4.25%
2010N/A+20.29%
2009N/A+16.94%
2008N/A-44.86%
2007N/A+3.50%
2006N/A+20.29%
2005N/A+4.01%
2004N/A+12.95%
2003N/A+21.39%
2002N/A-28.57%
2001N/A-3.49%
2000N/A-21.17%
1999N/A-8.03%

TIPX vs TY Drawdown Comparison

The maximum drawdown for TIPX was -10.04%, occurring on Sep 30, 2022. Recovery took 634 trading sessions.

The maximum drawdown for TY was -67.68%, occurring on Mar 9, 2009. Recovery took 3488 trading sessions.

The current TIPX drawdown is -0.80%. The current TY drawdown is -0.34%.

RankTIPXTY
#1-10.04%
Mar 8, 2022 - Sep 16, 2024
-67.68%
Dec 7, 1999 - Oct 18, 2013
#2-7.96%
Mar 5, 2020 - May 28, 2020
-38.60%
Feb 12, 2020 - Nov 13, 2020
#3-5.26%
Aug 15, 2014 - Jun 10, 2016
-20.75%
Dec 27, 2021 - Feb 9, 2024
#4-4.95%
Jun 5, 2013 - Jun 30, 2014
-17.72%
Apr 24, 2015 - Jul 13, 2016
#5-3.97%
Jul 6, 2016 - Mar 8, 2019
-17.66%
Oct 1, 2018 - Apr 3, 2019
#6-3.49%
Nov 17, 2021 - Mar 7, 2022
-16.08%
Jan 24, 2025 - Jun 27, 2025
#7-2.32%
Sep 24, 2024 - Feb 24, 2025
-8.00%
Jan 24, 2018 - Aug 7, 2018
#8-2.03%
Apr 3, 2025 - Jun 25, 2025
-7.84%
Sep 5, 2014 - Nov 3, 2014
#9-1.78%
Feb 11, 2021 - Apr 26, 2021
-6.80%
Feb 10, 2026 - Apr 14, 2026
#10-1.41%
Aug 28, 2019 - Jan 2, 2020
-6.34%
Jul 31, 2024 - Aug 19, 2024
#11-1.29%
Mar 17, 2026 - Apr 14, 2026
-6.33%
Dec 26, 2013 - Mar 31, 2014
#12-1.19%
May 1, 2026 - Jun 23, 2026
-6.25%
May 3, 2019 - Jun 20, 2019
#13-1.13%
Jun 30, 2014 - Aug 14, 2014
-5.93%
Jul 29, 2019 - Oct 25, 2019
#14-1.06%
Jun 10, 2021 - Jul 2, 2021
-5.06%
Mar 28, 2024 - May 20, 2024
#15-1.03%
Aug 3, 2021 - Sep 9, 2021
-4.55%
Nov 26, 2014 - Dec 23, 2014

Correlation

Correlation between TIPX and TY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

TIPX vs TY dividend yield comparison.

YearTIPXTY
20263.89%1.61%
20253.78%11.97%
20243.57%10.61%
20233.56%4.36%
20226.08%8.71%
20214.26%14.13%
20201.73%6.25%
20192.53%6.86%
20181.90%8.13%
20172.84%4.69%
20161.04%4.12%
20150.06%4.05%
20141.52%3.51%
20130.25%3.38%
20120.00%3.74%
20110.00%1.93%
20100.00%1.81%
20090.00%3.32%
20080.00%21.44%
20070.00%11.69%
20060.00%1.25%
20050.00%1.29%
20040.00%1.26%
20030.00%1.04%
20020.00%1.96%
20010.00%7.43%
20000.00%1.56%
19990.00%0.43%

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