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ZROZ: PIMCO 25+ Year Zero Coupon U.S. Trs ETF (ETF)
Basic Info 95.95 1.47(1.56%) March 22
| Asset Class: | LONG GOVERNMENT |
| MyPlanIQ Rating: | (13%) |
| Start Date: | 11/04/2009 |
| Last Dividend Date: | 12/29/2022 |
| 12-Mo. Yield | 1.94% |
| Expenses | 0.16% |
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Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.4 | 9.9 | -22.2 | -13.7 | -0.0 | 2.2 | 5.1 | -40.3 | -4.8 | 24.6 | 21.2 | -4.6 | 14.8 | 1.5 | -6.1 | 47.7 | -20.9 | 1.0 | 60.3 | 9.9 | -6.3 |
| SR | NA | 1.98 | -0.84 | -0.55 | -0.05 | 0.08 | 0.2 | -1.42 | -0.25 | 0.83 | 1.12 | -0.42 | 0.94 | 0.07 | -0.25 | 2.82 | -0.99 | 0.04 | 1.78 | 0.34 | -1.4 |
| DD(%) | NA | 10.3 | 39.6 | 55.0 | 55.7 | 55.7 | 55.7 | 46.9 | 20.6 | 21.2 | 12.2 | 15.5 | 7.1 | 25.2 | 25.8 | 8.2 | 26.1 | 16.4 | 18.3 | 25.5 | 12.3 |
| SD(%) | NA | 28.3 | 30.1 | 25.0 | 23.5 | 21.7 | 23.5 | 29.5 | 19.6 | 29.3 | 17.6 | 14.3 | 15.1 | 19.9 | 24.7 | 16.9 | 21.1 | 23.0 | 33.8 | 28.6 | 24.5 |
| TR | NA | 0.37 | -0.16 | -0.09 | -0.01 | 0.01 | 0.03 | -0.27 | -0.03 | 0.16 | 0.14 | -0.04 | 0.09 | 0.01 | -0.04 | 0.29 | -0.12 | 0.01 | 0.31 | 0.05 | -0.19 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | -0.01 | 0.01 | 0.01 | -0.02 | 0.0 | -0.02 | -0.06 |
| Beta(%) | NA | 1.51 | 1.55 | 1.51 | 1.51 | 1.57 | 1.66 | 1.54 | 1.51 | 1.51 | 1.45 | 1.53 | 1.59 | 1.62 | 1.67 | 1.67 | 1.72 | 1.84 | 1.94 | 1.97 | 1.79 |
| RS | NA | 0.96 | 0.96 | 0.96 | 0.95 | 0.95 | 0.93 | 0.96 | 0.97 | 0.96 | 0.91 | 0.93 | 0.96 | 0.96 | 0.97 | 0.91 | 0.94 | 0.95 | 0.94 | 0.85 | 0.5 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/2009
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LONG GOVERNMENT Asset Class Trend Rankings |
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