(CBUL) iShares TIPS 0-5 EUR - Ratings and Ratios
Fixed Income, Securities, Bonds, Inflation-Protected, Government
Description: CBUL iShares TIPS 0-5 EUR
The iShares $ TIPS 0-5 UCITS ETF EUR Hedged (Dist) is an exchange-traded fund listed on the XETRA exchange, providing investors with exposure to a specific segment of the bond market. As an ETF categorized under Other Bond, it is designed to track the performance of a particular index, likely focused on short-term Treasury Inflation-Protected Securities (TIPS) with maturities between 0 and 5 years.
Given its characteristics, this ETF is likely to be of interest to investors seeking to hedge against inflation and manage interest rate risk in their portfolios. The funds EUR Hedged feature suggests that it is designed to mitigate the impact of currency fluctuations on returns for investors holding euros, making it a more stable investment option for those based in the Eurozone.
Analyzing the provided technical data, we observe that the ETFs price is currently at 4.48 EUR, with its 20-day and 50-day Simple Moving Averages (SMA) indicating a relatively stable price action around this level. The 200-day SMA at 4.42 EUR suggests a longer-term uptrend. The Average True Range (ATR) of 0.02 EUR or 0.49% indicates low volatility, suggesting that the ETF is experiencing a period of price stability. With a 52-week high of 4.52 EUR and a low of 4.29 EUR, the current price is near the upper end of its recent trading range.
From a fundamental perspective, the ETFs Assets Under Management (AUM) stand at approximately 1.671 billion EUR, indicating a significant level of investor interest and a decent scale for the fund. This size can contribute to liquidity and potentially lower trading costs for investors.
Forecasting the ETFs performance based on the available technical and fundamental data, we can hypothesize that the stable price action and low volatility may continue in the short term, potentially leading to a gradual appreciation towards the upper end of its 52-week range or slightly beyond, driven by the ongoing demand for inflation-protected securities. However, the direction of interest rates and inflation expectations will be crucial in determining the ETFs future performance. If inflation expectations rise, TIPS typically perform well, which could positively impact this ETF. Conversely, a decrease in inflation expectations or a rise in interest rates could negatively affect its performance.
To make a more informed investment decision, it would be essential to monitor changes in inflation expectations, interest rate movements, and the overall demand for TIPS, alongside the ETFs tracking performance and any changes in its AUM or trading liquidity.
Additional Sources for CBUL ETF
CBUL ETF Overview
Market Cap in USD | 1,972m |
Category | Other Bond |
IPO / Inception | 2022-04-06 |
CBUL ETF Ratings
Growth Rating | 38.9 |
Fundamental | - |
Dividend Rating | 63.6 |
Rel. Strength | 5.6 |
Analysts | - |
Fair Price Momentum | 4.84 EUR |
Fair Price DCF | - |
CBUL Dividends
Dividend Yield 12m | 5.59% |
Yield on Cost 5y | 5.77% |
Annual Growth 5y | 168.17% |
Payout Consistency | 75.0% |
Payout Ratio | % |
CBUL Growth Ratios
Growth Correlation 3m | 5.6% |
Growth Correlation 12m | 91.9% |
Growth Correlation 5y | 66.1% |
CAGR 5y | 1.29% |
CAGR/Max DD 5y | 0.25 |
Sharpe Ratio 12m | 0.11 |
Alpha | 0.45 |
Beta | -0.038 |
Volatility | 2.75% |
Current Volume | 16k |
Average Volume 20d | 33.7k |
As of July 04, 2025, the stock is trading at EUR 4.50 with a total of 15,957 shares traded.
Over the past week, the price has changed by -0.07%, over one month by +0.26%, over three months by -0.25% and over the past year by +4.32%.
Partly, yes. Based on ValueRay´s Analyses, iShares TIPS 0-5 EUR (XETRA:CBUL) is currently (July 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 38.94 and therefor an somewhat technical positive rating according to historical growth.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of CBUL is around 4.84 EUR . This means that CBUL is currently overvalued and has a potential downside of 7.56%.
iShares TIPS 0-5 EUR has no consensus analysts rating.
According to our own proprietary Forecast Model, CBUL iShares TIPS 0-5 EUR will be worth about 5.2 in July 2026. The stock is currently trading at 4.50. This means that the stock has a potential upside of +16%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 5.2 | 16% |