(LONZ) PIMCO Trust - Performance 5.4% in 12m
Compare LONZ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
61.48%
#8 in Group
Rel. Strength
54.04%
#3692 in Universe
Total Return 12m
5.39%
#9 in Group
Total Return 5y
23.79%
#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 (5.4%) vs TLT (4.1%)
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 |
|---|---|---|---|---|---|---|---|---|
| SEIX NYSE ARCA Virtus Trust II - Virtus |
-0.76% | 5.36% | 36.5% | - | - | - | - | - |
| FLBL BATS Franklin Liberty Senior |
0.21% | 5.71% | 37.3% | - | - | - | - | - |
| FTSL NASDAQ First Trust Senior Loan |
0.09% | 6.26% | 36.7% | - | - | - | - | - |
| FLRT NYSE ARCA Pacer Pacific Asset |
-0.69% | 5.41% | 39.4% | - | - | - | - | - |
| BKLN NYSE ARCA Invesco Senior Loan |
0.18% | 6.33% | 33.7% | - | - | - | - | - |
| SRLN NYSE ARCA SPDR Blackstone Senior Loan |
-0.39% | 5.58% | 36% | - | - | - | - | - |
| PFRL NYSE ARCA PGIM Trust |
-1.23% | 5.13% | 25.1% | - | - | - | - | - |
| LONZ NYSE ARCA PIMCO Trust |
-0.48% | 5.39% | 23.8% | - | - | - | - | - |
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 | -0.48% | 0.34% | -2.90% |
| 3 Months | -0.87% | 1.77% | -7.85% |
| 12 Months | 5.39% | 4.06% | 9.33% |
| 5 Years | 23.79% | -39.41% | 106.31% |
| Trend Score (consistency of price movement) | LONZ | TLT | S&P 500 |
| 1 Month | -25.5% | -64.4% | -35.6% |
| 3 Months | -84.9% | 9.6% | -89.7% |
| 12 Months | 87.3% | -12.9% | 58.3% |
| 5 Years | 99.0% | -89.6% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #10 | -0.81% | 2.50% |
| 3 Month | #10 | -2.59% | 7.58% |
| 12 Month | #13 | 1.28% | -3.60% |
| 5 Years | #9 | 44.2% | -13.6% |
FAQs
Does LONZ PIMCO Trust outperforms the market?
Yes,
over the last 12 months LONZ made 5.39%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 4.06%.
Over the last 3 months LONZ made -0.87%, while TLT made 1.77%.
Over the last 3 months LONZ made -0.87%, while TLT made 1.77%.
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 | -6.10% | 2.42% | 5.72% | -3.94% |
| US NASDAQ 100 | QQQ | -8.06% | 1.40% | 5.44% | -4.48% |
| US Dow Jones Industrial 30 | DIA | -4.03% | 4.66% | 5.83% | -0.79% |
| German DAX 40 | DAX | -3.44% | 1.41% | -12.6% | -16.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.43% | 3.09% | 7.35% | 0.21% |
| Hongkong Hang Seng | HSI | -3.83% | 3.06% | 4.63% | -4.91% |
| India NIFTY 50 | INDA | 1.33% | -2.53% | 4.64% | 4.05% |
| Brasil Bovespa | EWZ | -5.85% | -2.80% | 2.37% | 13.7% |
LONZ vs. Sectors LONZ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -5.96% | 3.87% | -2.65% | -15.1% |
| Consumer Discretionary | XLY | -8.45% | 2.35% | 2.50% | -5.36% |
| Consumer Staples | XLP | 1.36% | -0.52% | 0.30% | -3.99% |
| Energy | XLE | -2.75% | 10.8% | 7.26% | 17.1% |
| Financial | XLF | -4.14% | 3.82% | -1.39% | -14.3% |
| Health Care | XLV | -3.08% | 4.29% | 7.58% | 5.50% |
| Industrial | XLI | -4.27% | 2.44% | 5.36% | -0.64% |
| Materials | XLB | -2.85% | 4.16% | 13.1% | 12.1% |
| Real Estate | XLRE | -1.27% | 1.69% | 7.88% | -8.36% |
| Technology | XLK | -9.91% | 0.96% | 10.3% | 0.79% |
| Utilities | XLU | -1.95% | -1.51% | 3.10% | -14.8% |
| Aerospace & Defense | XAR | -5.66% | -3.23% | -5.84% | -19.1% |
| Biotech | XBI | -5.23% | 5.69% | 19.6% | 11.4% |
| Homebuilder | XHB | -4.35% | 4.75% | 21.3% | 15.1% |
| Retail | XRT | -3.31% | 1.93% | 10.7% | 10.3% |