(LONZ) PIMCO Trust - Performance 5.7% in 12m
Compare LONZ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
61.40%
#8 in Group
Rel. Strength
50.36%
#3950 in Universe
Total Return 12m
5.72%
#8 in Group
Total Return 5y
24.40%
#10 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: LONZ (5.7%) vs TLT (2.8%)
5y Drawdown (Underwater) Chart
Top Performers in Bank Loan
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 |
|---|---|---|---|---|---|---|---|---|
| FTSL NASDAQ First Trust Senior Loan |
0.68% | 6.5% | 37.9% | - | - | - | - | - |
| FLBL BATS Franklin Liberty Senior |
0.6% | 5.96% | 38.6% | - | - | - | - | - |
| SEIX NYSE ARCA Virtus Trust II - Virtus |
-0.18% | 5.67% | 37.5% | - | - | - | - | - |
| FLRT NYSE ARCA Pacer Pacific Asset |
-0.35% | 5.48% | 40.1% | - | - | - | - | - |
| BKLN NYSE ARCA Invesco Senior Loan |
0.91% | 6.59% | 35.2% | - | - | - | - | - |
| SRLN NYSE ARCA SPDR Blackstone Senior Loan |
0.43% | 5.83% | 37.9% | - | - | - | - | - |
| LONZ NYSE ARCA PIMCO Trust |
0.32% | 5.72% | 24.4% | - | - | - | - | - |
| TFLR NYSE ARCA T. Rowe Price |
0.46% | 5.71% | 21.7% | - | - | - | - | - |
Performance Comparison: LONZ vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for LONZ
| Total Return (including Dividends) | LONZ | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.32% | -3.69% | 0.40% |
| 3 Months | -0.24% | 0.55% | -4.90% |
| 12 Months | 5.72% | 2.77% | 13.65% |
| 5 Years | 24.40% | -39.88% | 114.96% |
| Trend Score (consistency of price movement) | LONZ | TLT | S&P 500 |
| 1 Month | 85.9% | -5.7% | 74.8% |
| 3 Months | -75.7% | -7.3% | -84.7% |
| 12 Months | 85.7% | -20.1% | 53.5% |
| 5 Years | 99.0% | -89.4% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #9 | 4.17% | -0.07% |
| 3 Month | #7 | -0.79% | 4.90% |
| 12 Month | #11 | 2.87% | -6.98% |
| 5 Years | #10 | 46.3% | -15.7% |
FAQs
Does LONZ PIMCO Trust outperforms the market?
Yes,
over the last 12 months LONZ made 5.72%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 2.77%.
Over the last 3 months LONZ made -0.24%, while TLT made 0.55%.
Over the last 3 months LONZ made -0.24%, while TLT made 0.55%.
Performance Comparison LONZ vs Indeces and Sectors
LONZ vs. Indices LONZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.44% | -0.08% | 1.59% | -7.93% |
| US NASDAQ 100 | QQQ | -2.95% | -2.34% | 0.80% | -9.49% |
| US Dow Jones Industrial 30 | DIA | -2.51% | 2.40% | 2.12% | -4.09% |
| German DAX 40 | DAX | -3.22% | -2.71% | -18.6% | -22.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.28% | 0.55% | 5.56% | 0.37% |
| Hongkong Hang Seng | HSI | -3.12% | 0.26% | 1.21% | -4.82% |
| India NIFTY 50 | INDA | -1.52% | -4.24% | 1.69% | 3.23% |
| Brasil Bovespa | EWZ | -0.18% | -3.43% | -0.38% | 13.5% |
LONZ vs. Sectors LONZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.75% | -0.27% | -4.69% | -18.4% |
| Consumer Discretionary | XLY | -1.45% | 1.24% | 0.20% | -9.28% |
| Consumer Staples | XLP | -0.40% | 0.31% | -1.10% | -4.90% |
| Energy | XLE | 0.99% | 13.2% | 8.68% | 14.2% |
| Financial | XLF | -3.13% | 1.12% | -6.68% | -19.2% |
| Health Care | XLV | 0.14% | 4.32% | 6.51% | 5.52% |
| Industrial | XLI | -3.83% | -0.83% | 0.34% | -6.30% |
| Materials | XLB | -2.31% | 2.71% | 9.99% | 8.04% |
| Real Estate | XLRE | -2.96% | 0.68% | 3.01% | -12.4% |
| Technology | XLK | -3.41% | -3.06% | 4.55% | -4.97% |
| Utilities | XLU | -1.48% | -0.10% | -3.21% | -15.4% |
| Aerospace & Defense | XAR | -3.90% | -7.36% | -12.9% | -23.2% |
| Biotech | XBI | -3.56% | -3.29% | 17.5% | 11.1% |
| Homebuilder | XHB | -3.39% | 1.92% | 17.3% | 11.1% |
| Retail | XRT | -2.58% | 1.51% | 8.11% | 6.77% |