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TUZ: PIMCO 1-3 Year U.S. Treasury ETF (ETF)
Basic Info
Asset Class: | SHORT GOVERNMENT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/03/2009 |
Last Dividend Date: | 12/02/2019 |
12-Mo. Yield | 2.00% |
Expenses | 0.15% |
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Performance Analytics (As of 08/27/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/03/2009 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.1 | 1.5 | 1.1 | 0.8 | 1.0 | 3.3 | 1.6 | 0.3 | 0.7 | -0.1 | 0.7 | 0.4 | -0.2 | 1.3 | 2.4 | 0.6 |
Sharpe Ratio | NA | 1.94 | 0.54 | 0.37 | 0.55 | 0.58 | 1.56 | 0.24 | -0.39 | 0.26 | -0.06 | 0.76 | 0.59 | -0.32 | 1.17 | 1.89 | 0.56 |
Draw Down(%) | NA | 0.7 | 1.0 | 1.1 | 1.1 | 1.1 | 0.7 | 0.4 | 0.7 | 1.1 | 0.8 | 0.6 | 0.4 | 0.4 | 0.6 | 0.7 | 0.9 |
Standard Deviation(%) | NA | 1.3 | 1.1 | 1.3 | 1.2 | 1.2 | 1.3 | 1.1 | 0.9 | 1.7 | 1.4 | 0.9 | 0.6 | 0.7 | 1.1 | 1.2 | 1.6 |
Treynor Ratio | NA | 0.05 | 0.01 | 0.01 | 0.01 | 0.01 | 0.04 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.03 | 0.04 | 0.01 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.52 | 0.5 | 0.55 | 0.51 | 0.54 | 0.53 | 0.45 | 0.46 | 0.69 | 0.56 | 0.5 | 0.34 | 0.31 | 0.49 | 0.55 | 0.68 |
RSquared | NA | 0.49 | 0.38 | 0.33 | 0.35 | 0.39 | 0.5 | 0.27 | 0.26 | 0.27 | 0.36 | 0.35 | 0.32 | 0.17 | 0.38 | 0.54 | 0.76 |
Yield(%) | N/A | 2.1 | 1.7 | 1.2 | 0.9 | N/A | 2.0 | 1.9 | 1.0 | 0.7 | 0.5 | 0.5 | 0.3 | 0.4 | 0.9 | 0.8 | 0.5 |
Dividend Growth(%) | N/A | 15.2 | 207.3 | 103.3 | N/A | N/A | 4.3 | 80.8 | 52.9 | 25.9 | 0.0 | 68.8 | -11.1 | -62.5 | 23.1 | 44.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/03/2009
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See SHORT GOVERNMENT Asset Class Trend Rankings |
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