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LDUR: PIMCO Enhanced Low Duration Active Exchange-Traded Fund (ETF)
Basic Info 94.81 0.1(0.11%) November 12
Asset Class: | EQUITY |
MyPlanIQ Rating: | (97%) |
Start Date: | 01/23/2014 |
Last Dividend Date: | 11/01/2024 |
12-Mo. Yield | 5.57% |
Expenses | - |
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Performance Analytics (As of 11/08/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/23/2014 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 4.1 | 7.1 | 1.5 | 1.9 | 2.1 | 2.1 | 5.6 | -4.2 | -0.5 | 4.5 | 4.3 | 1.8 | 2.1 | 2.6 | 1.5 | 1.8 |
Sharpe Ratio | NA | -1.15 | 0.25 | -1.0 | -0.12 | 0.17 | 0.22 | 0.52 | -2.35 | -0.62 | 0.64 | 2.02 | 0.23 | 0.74 | 0.74 | 0.48 | 0.31 |
Draw Down(%) | NA | 0.6 | 0.6 | 6.4 | 8.7 | 8.7 | 8.7 | 1.2 | 6.0 | 1.0 | 8.7 | 0.6 | 0.6 | 0.5 | 1.8 | 1.7 | 4.5 |
Standard Deviation(%) | NA | 1.7 | 2.1 | 2.3 | 3.5 | 3.5 | 3.4 | 2.6 | 2.4 | 0.9 | 6.6 | 1.4 | 2.0 | 1.9 | 3.2 | 3.0 | 6.2 |
Treynor Ratio | NA | -11.09 | 0.89 | -1.53 | -0.3 | 0.96 | 1.44 | -2.43 | -2.26 | 10.86 | 3.09 | -1.2 | -0.32 | -0.95 | 6.4 | 1.13 | -0.25 |
Alpha | NA | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | 0.0 | 0.02 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 |
Beta | NA | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | -0.01 | 0.02 | 0.0 | 0.01 | -0.02 | -0.01 | -0.02 | 0.0 | 0.01 | -0.08 |
RSquared | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.07 | 0.0 | 0.01 | 0.04 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 |
Yield(%) | N/A | 4.0 | 5.6 | 3.5 | 2.8 | 2.7 | N/A | 4.9 | 2.1 | 0.9 | 2.2 | 3.2 | 3.3 | 2.1 | 1.9 | 2.1 | 1.7 |
Dividend Growth(%) | N/A | -18.1 | 44.0 | 49.4 | 10.2 | N/A | N/A | 119.8 | 130.8 | -58.4 | -30.0 | -5.8 | 59.4 | 12.1 | -11.0 | 25.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/23/2014
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