ZROZ Performance & Benchmarks - -12.4% in 12m
The Total Return for 3m is -1.7%, for 6m -1.9% and YTD -1.5%. Compare with Peer-Group: Long Government
Performance Rating
-80.32%
#23 in Peer-Group
Rel. Strength
30.04%
#5378 in Stock-Universe
Total Return 12m
-12.41%
#21 in Peer-Group
Total Return 5y
-58.04%
#24 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 83.01 USD |
| 52 Week Low | 61.35 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 85.43 |
| Buy/Sell Signal +-5 | 0.89 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: ZROZ (-12.4%) vs TLT (-4.2%)
5y Drawdown (Underwater) Chart
Top Performer in Long Government
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| ZROZ | 2.91% | -0.89% | -1.65% |
| TYA | 3.59% | 1.51% | 1.83% |
| XTEN | 1.55% | 0.65% | 1.10% |
| LGOV | 1.61% | 0.48% | 1.03% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| ZROZ | -1.87% | -12.4% | -58% |
| IEF | 4.76% | 2.94% | -12.6% |
| XSVN | 4.71% | 2.97% | 7.38% |
| TYA | 11.7% | 1.18% | -38.3% |
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 |
|---|---|---|---|---|---|---|---|---|
| XSVN NYSE ARCA Bondbloxx Trust |
0.36% | 2.97% | 7.38% | - | - | - | - | - |
| XTEN NYSE ARCA Bondbloxx Trust |
0.65% | 1.35% | 3.91% | - | - | - | - | - |
| UTEN NASDAQ Rbb Fund - US Treasury 10 |
0.31% | 1.91% | -1.65% | - | - | - | - | - |
| TUA NYSE ARCA Simplify Exchange Traded |
0.88% | 2.82% | -0.72% | - | - | - | - | - |
| IEF NASDAQ iShares 7-10 Year Treasury |
0.41% | 2.94% | -12.6% | - | - | - | - | - |
| LGOV NYSE ARCA First Trust Long Duration |
0.48% | 2.25% | -16.8% | - | - | - | - | - |
| TYA BATS Simplify Exchange Traded |
1.51% | 1.18% | -38.3% | - | - | - | - | - |
| GOVI NASDAQ Invesco Equal Weight 0-30 |
0.39% | 0.01% | -22.9% | - | - | - | - | - |
Performance Comparison: ZROZ vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for ZROZ
| Total Return (including Dividends) | ZROZ | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | -0.89% | -0.36% | 0.66% |
| 3 Months | -1.65% | -0.24% | 11.66% |
| 12 Months | -12.41% | -4.24% | 15.92% |
| 5 Years | -58.04% | -40.58% | 103.09% |
| Trend Stabilty (consistency of price movement) | ZROZ | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 15.2% | 20.9% | 66.4% |
| 3 Months | -0.4% | 30.5% | 96.6% |
| 12 Months | -88.1% | -71.3% | 50% |
| 5 Years | -93% | -88.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 17 %th | -0.52% | -1.53% |
| 3 Month | 13 %th | -1.41% | -11.92% |
| 12 Month | 13 %th | -8.53% | -24.44% |
| 5 Years | 9 %th | -29.39% | -79.34% |
FAQs
Does PIMCO 25+ Year Zero (ZROZ) outperform the market?
No,
over the last 12 months ZROZ made -12.41%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -4.24%.
Over the last 3 months ZROZ made -1.65%, while TLT made -0.24%.
Performance Comparison ZROZ vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
ZROZ vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 5.3% | -1.6% | -6.5% | -28% |
| US NASDAQ 100 | QQQ | 5.1% | -2.2% | -9.1% | -34% |
| German DAX 40 | DAX | 6.2% | 0.2% | -10.8% | -41% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.5% | -3.6% | -10.8% | -34% |
| Hongkong Hang Seng | HSI | 5.1% | -3% | -29.2% | -52% |
| India NIFTY 50 | INDA | 4.9% | 4.7% | -5.5% | -6% |
| Brasil Bovespa | EWZ | 4% | 6.5% | -8.8% | -16% |
ZROZ vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.3% | 0.6% | -5.9% | -37% |
| Consumer Discretionary | XLY | 6.8% | 0.1% | 3.4% | -32% |
| Consumer Staples | XLP | 4.6% | 1.3% | -4.2% | -17% |
| Energy | XLE | 4.6% | -1% | -0.5% | -10% |
| Financial | XLF | 6.7% | 1.5% | -2.9% | -33% |
| Health Care | XLV | 6.8% | 3.2% | 8.4% | -1% |
| Industrial | XLI | 6.3% | -2.1% | -11.9% | -33% |
| Materials | XLB | 9% | 2.8% | -0.4% | -9% |
| Real Estate | XLRE | 6.4% | 0.1% | -3.3% | -14% |
| Technology | XLK | 4.8% | -3.3% | -15.2% | -35% |
| Utilities | XLU | 1.4% | -5.6% | -13% | -32% |
| Aerospace & Defense | XAR | 5.7% | -5% | -24.6% | -58% |
| Biotech | XBI | 4.8% | -4.3% | 4.1% | 0% |
| Homebuilder | XHB | 5.4% | -2.1% | -0.6% | -4% |
| Retail | XRT | 7.7% | 1% | -1.1% | -15% |
ZROZ vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -0.6% | -5.66% | -1.41% | -14% |
| Natural Gas | UNG | 4.4% | 9% | 20.9% | -16% |
| Gold | GLD | 2.4% | -1.4% | -20.8% | -49% |
| Silver | SLV | 6% | -3.5% | -19% | -41% |
| Copper | CPER | 26% | 11.8% | -3.4% | -20% |
ZROZ vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.3% | -0.5% | -3.3% | -8% |
| iShares High Yield Corp. Bond | HYG | 3.5% | -0.7% | -5.2% | -21% |