Find A Portfolio/Ticker
Comparison Box
BOND: PIMCO Total Return Active ETF (ETF)
Basic Info 112.41 0.11(0.10%) January 15
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (77%) |
Start Date: | 03/01/2012 |
Last Dividend Date: | 12/30/2020 |
12-Mo. Yield | 2.69% |
Expenses | 0.56% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 01/15/2021)
Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 0.3 | -0.6 | 6.3 | 5.4 | 4.6 | 4.6 | 7.8 | 8.5 | 0.4 | 4.8 | 2.8 | 1.2 | 6.6 | -1.3 | 11.7 |
SR | NA | -4.4 | 0.78 | 0.89 | 0.89 | 1.03 | 0.96 | 2.78 | -0.38 | 1.54 | 0.72 | 0.26 | 2.25 | -0.32 | 5.15 |
DD(%) | NA | 1.1 | 10.9 | 10.9 | 10.9 | 10.9 | 10.9 | 1.6 | 2.8 | 1.3 | 3.8 | 3.5 | 0.9 | 6.2 | 1.0 |
SD(%) | NA | 3.3 | 7.8 | 5.0 | 4.3 | 4.1 | 7.8 | 2.6 | 2.5 | 2.7 | 3.5 | 4.6 | 2.9 | 4.1 | 2.8 |
TR | NA | -0.15 | 0.07 | 0.06 | 0.05 | 0.05 | 0.09 | 0.11 | -0.02 | 0.06 | 0.04 | 0.01 | 0.09 | -0.01 | 0.23 |
Alpha(%) | NA | 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 | 0.98 | 0.86 | 0.77 | 0.74 | 0.77 | 0.86 | 0.62 | 0.63 | 0.72 | 0.65 | 0.86 | 0.75 | 0.92 | 0.63 |
RS | NA | 0.68 | 0.33 | 0.36 | 0.39 | 0.47 | 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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Intermediate-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Intermediate-Term Bond
Best Mutual Funds
- JSIYX (JPMorgan SmartRetirement Income R6) 0.28% (100%)
- SCPZX (Scout Core Plus Bond Instl) 0.11% (100%)
- GIBIX (Guggenheim Total Return Bond Instl) 0.17% (100%)
- LCTIX (Leader Total Return Instl) 0.0% (100%)
- DCPFX (Delaware Pooled Core Plus Fixed Income) 0.10% (99%)
- SRBFX (Columbia Intermediate Bond Z) 0.03% (99%)
- WIPIX (Wells Fargo Advantage Income Plus I) 0.07% (99%)
- SCCIX (Scout Core Bond I) 0.08% (99%)
- LSIIX (Loomis Sayles Investment Grade Bond Y) 0.09% (99%)
- GIBLX (Guggenheim Total Return P) 0.17% (99%)
Best ETFs
- VCIT (Vanguard Intermediate-Term Corp Bd ETF) 0.07% (88%)
- BOND (PIMCO Total Return Active ETF) 0.10% (77%)
- FBND (Fidelity Total Bond ETF) 0.15% (74%)
- BIV (Vanguard Intermediate-Term Bond ETF) 0.08% (71%)
- GBF (iShares Government/Credit Bond) 0.61% (50%)
- BND (Vanguard Total Bond Market ETF) 0.08% (46%)
- AGG (iShares Core US Aggregate Bond) 0.10% (43%)
- CMBS (iShares CMBS) 0.02% (43%)
- VMBS (Vanguard Mortgage-Backed Securities ETF) 0.06% (38%)
- GVI (iShares Interm Government/Credit Bd) 0.03% (35%)