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BOND: PIMCO Active Bond Exchange-Traded Fund (ETF)
Basic Info 90.9 0.26(0.29%) April 16
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (31%) |
| Start Date: | 03/01/2012 |
| Last Dividend Date: | 02/03/2025 |
| 12-Mo. Yield | 4.30% |
| Expenses | 0.56% |
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Performance Analytics (As of 04/14/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/01/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 1.0 | 6.5 | 1.3 | 0.1 | 1.6 | 2.7 | 2.8 | 7.2 | -14.6 | -0.8 | 7.8 | 8.5 | 0.4 | 4.8 | 2.8 | 1.2 | 6.6 | -1.3 | 11.9 |
| Sharpe Ratio | NA | -0.56 | -0.34 | -0.5 | -0.5 | -0.04 | 0.29 | -0.71 | 0.45 | -2.2 | -0.25 | 0.96 | 2.78 | -0.38 | 1.54 | 0.72 | 0.26 | 2.25 | -0.32 | 5.21 |
| Draw Down(%) | NA | 3.3 | 4.8 | 11.3 | 19.7 | 19.7 | 19.7 | 3.9 | 6.9 | 18.6 | 3.1 | 10.9 | 1.6 | 2.8 | 1.3 | 3.8 | 3.5 | 0.9 | 6.2 | 1.0 |
| Standard Deviation(%) | NA | 6.4 | 5.5 | 6.6 | 5.6 | 5.1 | 4.8 | 5.4 | 6.8 | 7.3 | 3.1 | 7.8 | 2.6 | 2.5 | 2.7 | 3.5 | 4.6 | 2.9 | 4.1 | 2.8 |
| Treynor Ratio | NA | -0.03 | -0.02 | -0.04 | -0.04 | 0.0 | 0.02 | -0.04 | 0.04 | -0.2 | -0.01 | 0.1 | 0.11 | -0.02 | 0.06 | 0.04 | 0.01 | 0.09 | -0.01 | 0.23 |
| Alpha | NA | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.04 |
| Beta | NA | 1.09 | 0.94 | 0.85 | 0.78 | 0.78 | 0.78 | 0.89 | 0.81 | 0.79 | 0.62 | 0.72 | 0.62 | 0.63 | 0.72 | 0.65 | 0.86 | 0.75 | 0.92 | 0.64 |
| RSquared | NA | 0.89 | 0.83 | 0.85 | 0.77 | 0.64 | 0.64 | 0.83 | 0.85 | 0.84 | 0.63 | 0.28 | 0.65 | 0.45 | 0.56 | 0.45 | 0.61 | 0.58 | 0.71 | 0.49 |
| Yield(%) | N/A | 0.4 | 4.3 | 4.0 | 3.2 | 3.2 | N/A | 4.9 | 4.9 | 2.9 | 2.5 | 2.8 | 3.5 | 3.4 | 2.9 | 2.9 | 4.0 | 4.2 | 2.7 | 2.7 |
| Dividend Growth(%) | N/A | -91.4 | -16.6 | 27.6 | -2.5 | N/A | N/A | 2.8 | 42.0 | 10.3 | -6.1 | -17.5 | 2.1 | 17.3 | 2.3 | -31.1 | -2.6 | 49.8 | 7.5 | N/A |
*: 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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