(BILZ) PIMCO Trust - Performance 4.9% in 12m
Compare BILZ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
34.41%
#58 in Group
Rel. Strength
48.72%
#4081 in Universe
Total Return 12m
4.85%
#50 in Group
Total Return 5y
9.24%
#58 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: BILZ (4.9%) vs TLT (0.8%)
5y Drawdown (Underwater) Chart
Top Performers in Ultrashort Bond
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| VRIG NASDAQ Invesco Variable Rate |
0.92% | 5.29% | 25.5% | - | - | - | - | - |
| FLRN NYSE ARCA SPDR Bloomberg Investment |
1.06% | 5.19% | 19.2% | - | - | - | - | - |
| FLOT BATS iShares Floating Rate Bond |
1.25% | 5.19% | 19.3% | - | - | - | - | - |
| LQDH NYSE ARCA iShares Interest Rate |
1.99% | 3.66% | 36.1% | - | - | - | - | - |
| FLTR NYSE ARCA VanEck Investment Grade |
1.43% | 5.36% | 22.5% | - | - | - | - | - |
| JPST NYSE ARCA JPMorgan Ultra-Short Income |
0.4% | 5.34% | 16.2% | - | - | - | - | - |
| ICSH BATS iShares Ultra Short-Term |
0.35% | 5.41% | 15.6% | - | - | - | - | - |
| TBLL NYSE ARCA Invesco Short Term Treasury |
0.23% | 4.83% | 13.2% | - | - | - | - | - |
Performance Comparison: BILZ vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for BILZ
| Total Return (including Dividends) | BILZ | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.30% | -2.76% | 11.72% |
| 3 Months | 1.01% | -1.93% | -6.46% |
| 12 Months | 4.85% | 0.78% | 10.48% |
| 5 Years | 9.24% | -39.85% | 110.67% |
| Trend Score (consistency of price movement) | BILZ | TLT | S&P 500 |
| 1 Month | 99.4% | 4.9% | 84% |
| 3 Months | 100% | -13.9% | -82.6% |
| 12 Months | 100% | -22% | 52.6% |
| 5 Years | 100% | -89.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #12 | 3.15% | -10.2% |
| 3 Month | #29 | 3.01% | 7.99% |
| 12 Month | #51 | 4.04% | -5.09% |
| 5 Years | #52 | 18.8% | -17.3% |
FAQs
Does BILZ PIMCO Trust outperforms the market?
Yes,
over the last 12 months BILZ made 4.85%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 0.78%.
Over the last 3 months BILZ made 1.01%, while TLT made -1.93%.
Over the last 3 months BILZ made 1.01%, while TLT made -1.93%.
Performance Comparison BILZ vs Indeces and Sectors
BILZ vs. Indices BILZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.21% | -11.4% | 3.81% | -5.63% |
| US NASDAQ 100 | QQQ | -2.77% | -14.4% | 3.12% | -6.20% |
| US Dow Jones Industrial 30 | DIA | -2.39% | -8.37% | 3.77% | -3.0% |
| German DAX 40 | DAX | -4.65% | -17.4% | -18.8% | -22.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.80% | -12.1% | 9.18% | -0.76% |
| Hongkong Hang Seng | HSI | -3.88% | -13.3% | 3.25% | -4.39% |
| India NIFTY 50 | INDA | -1.84% | -10.3% | 2.22% | 0.38% |
| Brasil Bovespa | EWZ | 1.93% | -11.2% | 2.66% | 15.6% |
BILZ vs. Sectors BILZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.0% | -11.5% | -3.31% | -16.6% |
| Consumer Discretionary | XLY | -0.73% | -10.0% | 3.49% | -6.97% |
| Consumer Staples | XLP | -1.05% | -4.78% | 0.09% | -5.28% |
| Energy | XLE | 3.07% | -2.58% | 11.4% | 15.7% |
| Financial | XLF | -2.55% | -11.8% | -4.53% | -17.4% |
| Health Care | XLV | 0.42% | -2.43% | 7.93% | 5.58% |
| Industrial | XLI | -3.94% | -14.4% | 2.41% | -5.34% |
| Materials | XLB | -1.76% | -9.71% | 11.3% | 9.44% |
| Real Estate | XLRE | -2.61% | -9.85% | 4.91% | -12.2% |
| Technology | XLK | -3.43% | -17.1% | 6.87% | -1.02% |
| Utilities | XLU | -1.0% | -8.09% | -0.94% | -14.4% |
| Aerospace & Defense | XAR | -3.66% | -20.7% | -10.7% | -20.7% |
| Biotech | XBI | -1.48% | -12.9% | 20.0% | 13.5% |
| Homebuilder | XHB | -2.92% | -7.03% | 20.3% | 13.8% |
| Retail | XRT | -2.18% | -8.53% | 10.4% | 8.76% |