Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZROZ (PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund) | -0.75% | 1.47% | -7.14% | -11.57% | -3.92% | 2.01% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZROZ (PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund) | 11/04/2009 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 1.47 | -7.14 | -11.57 | -3.92 | 2.01 | NA | … | … | -0.75 | -1.84 | -16.18 | 1.19 | -41.28 | -5.22 | 24.57 | 21.22 | -4.62 | 14.77 | 1.55 | -6.13 | 47.74 | -20.91 | 0.96 | 60.36 | 9.92 | -6.29 |
| Sharpe Ratio | NA | -0.07 | -0.46 | -0.58 | -0.24 | NA | NA | … | … | -0.37 | -0.24 | -0.89 | -0.09 | -1.46 | -0.27 | 0.83 | 1.12 | -0.42 | 0.94 | 0.07 | -0.25 | 2.82 | -0.99 | 0.04 | 1.78 | 0.34 | -1.40 |
| Standard Deviation(%) | NA | 16.34 | 22.16 | 23.91 | 22.05 | NA | NA | … | … | 15.75 | 20.07 | 22.20 | 27.45 | 29.43 | 19.53 | 29.34 | 17.64 | 14.31 | 15.10 | 19.95 | 24.75 | 16.92 | 21.15 | 22.97 | 33.81 | 28.61 | 24.47 |
| Draw Down(%) | NA | 14.02 | 28.62 | 57.98 | 62.93 | NA | NA | … | … | 11.89 | 15.95 | 19.50 | 32.52 | 47.81 | 20.62 | 21.23 | 12.22 | 15.52 | 7.13 | 25.21 | 25.82 | 8.21 | 26.07 | 16.37 | 18.35 | 25.47 | 12.29 |
| Yield(%) | 0.00 | 4.96 | 3.51 | 2.08 | 2.36 | 4.11 | 3.35 | … | … | 1.28 | 4.65 | 3.73 | 3.34 | 1.64 | 1.50 | 2.02 | 2.61 | 2.75 | 2.81 | 2.35 | 2.68 | 2.88 | 3.33 | 3.17 | 4.66 | 4.79 | 0.69 |
Data as of 06/04/2026, Common starting date is 11/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZROZ (PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund) |
-24.34%
Oct 2020 – Oct 2023 |
-16.40%
Jul 2020 – Jul 2025 |
-4.45%
Jan 2015 – Jan 2025 |
0.46%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZROZ (PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund) |
21.21%
Apr 2010 – Apr 2013 |
18.81%
Jan 2010 – Jan 2015 |
13.56%
Mar 2010 – Mar 2020 |
3.48%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison Chart