Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LONZ (PIMCO Senior Loan Active Exchange-Traded Fund) | 2.16% | 6.83% | 8.69% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/09/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LONZ (PIMCO Senior Loan Active Exchange-Traded Fund) | 06/09/2022 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | 6.83 | 8.69 | NA | NA | NA | NA | … | … | 2.16 | 5.87 | 9.85 | 12.56 | 0.80 |
| Sharpe Ratio | NA | 1.84 | 1.91 | NA | NA | NA | NA | … | … | 0.83 | 0.81 | 3.10 | 3.74 | -0.17 |
| Standard Deviation(%) | NA | 2.28 | 2.84 | NA | NA | NA | NA | … | … | 3.15 | 3.70 | 2.01 | 2.40 | 4.95 |
| Draw Down(%) | NA | 1.98 | 4.19 | NA | NA | NA | NA | … | … | 1.98 | 4.19 | 1.41 | 2.03 | 4.05 |
| Yield(%) | 0.71 | 8.71 | 8.26 | 6.22 | 3.11 | 2.07 | 1.56 | … | … | 3.72 | 7.26 | 8.23 | 8.56 | 3.24 |
Data as of 06/05/2026, Common starting date is 06/09/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LONZ (PIMCO Senior Loan Active Exchange-Traded Fund) |
7.81%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LONZ (PIMCO Senior Loan Active Exchange-Traded Fund) |
9.87%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart