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PBTP
-0.09 · -0.33%
$26.03 · BATS

Invesco PureBeta 0-5 Yr US TIPS ETF (PBTP) ETF Analysis | Short-Term Inflation-Protected Bond

Invesco · USA
AUM:$67.3M
#– of – in Short-Term Inflation-Protected Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

PBTP returned +5.0% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.07% — among the lowest available for this category.

What is PBTP?

The fund generally will invest at least 80% of its total assets in the components that comprise the underlying index. The index is designed to measure the performance of the shorter maturity subset of the U.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
PBTP returned 5.0% over the past year.
Ultra-Low Expense Ratio
Expense ratio of 0.07% — among the lowest available. Low costs compound favourably over long holding periods.
Broadly Diversified
Top 10 holdings represent just 0.0% of the ETF — exposure spread across many positions.
ETF Information
AUM$67.3M
Expense Ratio0.07%
Dividend Yield3.80%
Holdings1
Inception DateSept 2017
Domicile–
Distribution–
Index–
ProviderInvesco
Beta0.26
CategoryShort-Term Inflation-Protected Bond
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-1.7%
1Y
-0.5%
3Y
+12.8%
5Y
+12.9%
OpenBook InsightIf you had invested £10,000 in PBTP 5 years ago, it would have grown to £11,293 — a gain of £1,293.

Annual Returns

Calendar year performance

PBTP delivered positive returns in 3 of the last 5 calendar years.
YearPBTP
2026 YTD-0.8%
2025+5.9%
2024+4.8%
2023+4.6%
2022-3.0%
CAGR 4yr+3.0%
3/5 positive yearsAvg return: +2.3%Worst year: -3.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
0%
Negative
Volatility
1.5%
Low
Momentum
0.0%
30-day change
Support Level
25.66
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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