(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
34.23%
#58 in Group
Rel. Strength
50.61%
#3968 in Universe
Total Return 12m
4.89%
#48 in Group
Total Return 5y
9.13%
#58 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
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FCF Yield -
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12m Total Return: BILZ (4.9%) vs TLT (5.5%)
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 |
-0.03% | 5.29% | 26% | - | - | - | - | - |
| FLRN NYSE ARCA SPDR Bloomberg Investment |
0.12% | 5.34% | 19.5% | - | - | - | - | - |
| FLOT BATS iShares Floating Rate Bond |
0.14% | 5.31% | 19.6% | - | - | - | - | - |
| JPST NYSE ARCA JPMorgan Ultra-Short Income |
0.4% | 5.52% | 16.5% | - | - | - | - | - |
| LQDH NYSE ARCA iShares Interest Rate |
-0.94% | 4.49% | 33.8% | - | - | - | - | - |
| FLTR NYSE ARCA VanEck Investment Grade |
-0.26% | 5.31% | 22.2% | - | - | - | - | - |
| ICSH BATS iShares Ultra Short-Term |
0.44% | 5.49% | 15.7% | - | - | - | - | - |
| ULST NYSE ARCA SPDR SSgA Ultra Short Term |
0.43% | 5.56% | 17.8% | - | - | - | - | - |
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 | 0.37% | -0.61% | -4.31% |
| 3 Months | 1.02% | 1.77% | -7.85% |
| 12 Months | 4.89% | 5.49% | 10.76% |
| 5 Years | 9.13% | -39.41% | 106.31% |
| Trend Score (consistency of price movement) | BILZ | TLT | S&P 500 |
| 1 Month | 99.2% | -64.4% | -35.6% |
| 3 Months | 100% | 9.6% | -89.7% |
| 12 Months | 100% | -12.9% | 58.3% |
| 5 Years | 100% | -89.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #22 | 0.99% | 4.90% |
| 3 Month | #38 | -0.73% | 9.64% |
| 12 Month | #52 | -0.56% | -5.30% |
| 5 Years | #51 | 16.9% | -15.5% |
FAQs
Does BILZ PIMCO Trust outperforms the market?
No,
over the last 12 months BILZ made 4.89%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 5.49%.
Over the last 3 months BILZ made 1.02%, while TLT made 1.77%.
Over the last 3 months BILZ made 1.02%, while TLT made 1.77%.
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 | -7.07% | 4.68% | 6.47% | -5.87% |
| US NASDAQ 100 | QQQ | -9.03% | 4.61% | 6.47% | -7.12% |
| US Dow Jones Industrial 30 | DIA | -5.0% | 6.15% | 6.21% | -2.09% |
| German DAX 40 | DAX | -4.41% | 4.18% | -12.0% | -18.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.54% | 3.87% | 7.89% | -3.73% |
| Hongkong Hang Seng | HSI | -4.80% | 3.25% | 4.60% | -9.13% |
| India NIFTY 50 | INDA | 0.36% | -1.19% | 4.87% | 3.09% |
| Brasil Bovespa | EWZ | -6.82% | -1.60% | 1.97% | 10.4% |
BILZ vs. Sectors BILZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -6.93% | 5.95% | -2.27% | -17.5% |
| Consumer Discretionary | XLY | -9.42% | 4.41% | 3.31% | -9.46% |
| Consumer Staples | XLP | 0.39% | -2.38% | 1.15% | -4.60% |
| Energy | XLE | -3.72% | 12.0% | 8.90% | 16.8% |
| Financial | XLF | -5.11% | 5.15% | -1.63% | -14.4% |
| Health Care | XLV | -4.05% | 5.34% | 8.48% | 4.63% |
| Industrial | XLI | -5.24% | 4.44% | 6.12% | -2.02% |
| Materials | XLB | -3.82% | 4.88% | 13.4% | 10.2% |
| Real Estate | XLRE | -2.24% | 2.28% | 8.62% | -10.2% |
| Technology | XLK | -10.9% | 4.89% | 11.3% | -1.35% |
| Utilities | XLU | -2.92% | -1.31% | 3.37% | -15.6% |
| Aerospace & Defense | XAR | -6.63% | 0.67% | -4.80% | -22.1% |
| Biotech | XBI | -6.20% | 8.21% | 19.6% | 7.14% |
| Homebuilder | XHB | -5.32% | 6.39% | 21.5% | 12.9% |
| Retail | XRT | -4.28% | 3.30% | 10.6% | 8.51% |