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BOND: PIMCO Total Return Active ETF (ETF)
Basic Info 91.14 0.32(0.35%) May 26
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (30%) |
| Start Date: | 03/01/2012 |
| Last Dividend Date: | 05/01/2023 |
| 12-Mo. Yield | 3.52% |
| Expenses | 0.56% |
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Performance Analytics (As of 05/26/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.5 | 3.6 | -0.0 | -2.0 | 1.4 | 1.8 | 2.7 | -13.0 | -0.8 | 7.8 | 8.5 | 0.4 | 4.8 | 2.8 | 1.2 | 6.6 | -1.3 | 11.9 |
| SR | NA | 0.61 | -0.41 | -0.56 | 0.05 | 0.23 | 0.46 | -1.94 | -0.25 | 0.96 | 2.78 | -0.38 | 1.54 | 0.72 | 0.26 | 2.25 | -0.32 | 5.21 |
| DD(%) | NA | 3.5 | 9.7 | 19.0 | 19.0 | 19.0 | 19.0 | 17.9 | 3.1 | 10.9 | 1.6 | 2.8 | 1.3 | 3.8 | 3.5 | 0.9 | 6.2 | 1.0 |
| SD(%) | NA | 7.3 | 7.8 | 5.5 | 5.6 | 4.8 | 4.6 | 7.4 | 3.1 | 7.8 | 2.6 | 2.5 | 2.7 | 3.5 | 4.6 | 2.9 | 4.1 | 2.8 |
| TR | NA | 0.06 | -0.04 | -0.04 | 0.0 | 0.01 | 0.03 | -0.19 | -0.01 | 0.09 | 0.11 | -0.01 | 0.06 | 0.04 | 0.01 | 0.09 | -0.01 | 0.23 |
| Alpha(%) | NA | 0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.04 |
| Beta(%) | NA | 0.77 | 0.79 | 0.75 | 0.76 | 0.77 | 0.76 | 0.77 | 0.63 | 0.86 | 0.62 | 0.63 | 0.72 | 0.65 | 0.86 | 0.75 | 0.92 | 0.64 |
| RS | NA | 0.71 | 0.79 | 0.73 | 0.58 | 0.58 | 0.58 | 0.81 | 0.6 | 0.33 | 0.65 | 0.45 | 0.56 | 0.45 | 0.61 | 0.58 | 0.71 | 0.49 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2012
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See Intermediate-Term Bond Asset Class Trend Rankings |
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