Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HYS (PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund) | 4.53% | 9.82% | 9.79% | 6.67% | 4.84% | NA | NA | 4.90% |
Data as of 07/03/2025, AR inception is 06/17/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HYS (PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund) | 06/17/2011 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 9.82 | 9.79 | 6.67 | 4.84 | NA | NA | 4.90 | 4.53 | 8.42 | 12.67 | -5.42 | 4.76 | 3.27 | 10.22 | -0.72 | 3.65 | 14.96 | -4.97 | -0.11 | 7.72 | 10.88 | 1.17 |
| Sharpe Ratio | NA | 1.13 | 0.91 | 0.75 | 0.47 | NA | NA | 0.60 | 0.78 | 1.16 | 1.54 | -0.68 | 1.61 | 0.21 | 2.34 | -0.52 | 0.82 | 2.28 | -1.06 | -0.04 | 2.13 | 3.73 | 0.27 |
| Standard Deviation(%) | NA | 5.69 | 6.67 | 6.38 | 7.06 | NA | NA | 6.38 | 7.19 | 4.13 | 5.92 | 10.17 | 2.93 | 14.32 | 3.74 | 4.04 | 3.65 | 6.46 | 4.71 | 3.19 | 3.61 | 2.93 | 8.16 |
| Draw Down(%) | NA | 4.98 | 6.31 | 10.61 | 20.91 | NA | NA | 20.91 | 4.98 | 1.95 | 3.24 | 10.61 | 1.64 | 20.91 | 1.62 | 5.46 | 2.48 | 5.22 | 8.98 | 4.83 | 4.73 | 2.25 | 8.31 |
| Yield(%) | 0.52 | 7.41 | 7.48 | 6.02 | 5.23 | 4.84 | 3.63 | 5.19 | 3.53 | 7.50 | 7.90 | 4.53 | 3.79 | 4.44 | 5.23 | 4.70 | 5.02 | 5.60 | 4.35 | 5.13 | 4.71 | 5.23 | 3.03 |
Data as of 07/03/2025, AR inception is 06/17/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HYS (PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund) |
-1.26%
Mar 2017 - Mar 2020 |
1.08%
Mar 2015 - Mar 2020 |
2.99%
Sep 2012 - Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HYS (PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund) |
9.99%
Jun 2022 - Jun 2025 |
7.85%
Mar 2020 - Mar 2025 |
5.34%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart