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BOND: PIMCO Total Return Active ETF (ETF)
Basic Info 107.55 0.24(0.22%) January 21
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (30%) |
| Start Date: | 03/01/2012 |
| Last Dividend Date: | 12/30/2021 |
| 12-Mo. Yield | 2.65% |
| Expenses | 0.56% |
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Performance Analytics (As of 01/21/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.2 | -1.7 | -1.2 | 4.7 | 3.9 | 4.0 | -0.1 | 7.8 | 8.5 | 0.4 | 4.8 | 2.8 | 1.2 | 6.6 | -1.3 | 11.7 |
| SR | NA | -6.78 | -0.37 | 0.81 | 0.73 | 0.91 | -0.05 | 0.96 | 2.78 | -0.38 | 1.54 | 0.72 | 0.26 | 2.25 | -0.32 | 5.15 |
| DD(%) | NA | 2.1 | 2.9 | 10.9 | 10.9 | 10.9 | 3.1 | 10.9 | 1.6 | 2.8 | 1.3 | 3.8 | 3.5 | 0.9 | 6.2 | 1.0 |
| SD(%) | NA | 3.9 | 3.3 | 5.1 | 4.3 | 4.0 | 3.2 | 7.8 | 2.6 | 2.5 | 2.7 | 3.5 | 4.6 | 2.9 | 4.1 | 2.8 |
| TR | NA | -0.42 | -0.02 | 0.06 | 0.04 | 0.05 | 0.0 | 0.09 | 0.11 | -0.01 | 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 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.03 |
| Beta(%) | NA | 0.64 | 0.63 | 0.74 | 0.73 | 0.76 | 0.66 | 0.86 | 0.62 | 0.63 | 0.72 | 0.65 | 0.86 | 0.75 | 0.92 | 0.63 |
| RS | NA | 0.77 | 0.61 | 0.39 | 0.4 | 0.48 | 0.63 | 0.33 | 0.65 | 0.45 | 0.56 | 0.45 | 0.61 | 0.58 | 0.71 | 0.47 |
*: 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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