Pimco 25 Year Etf Profile
| ZROZ Etf | USD 71.48 0.02 0.03% |
Performance0 of 100
| Odds Of DistressLess than 9
|
PIMCO 25 is trading at 71.48 as of the 24th of April 2024; that is -0.03 percent decrease since the beginning of the trading day. The etf's open price was 71.5. PIMCO 25 has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for PIMCO 25 Year are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of April 2023 and ending today, the 24th of April 2024. Click here to learn more.
The fund invests at least 80 percent of its total assets in the component securities of the ICE BofA Long US Treasury Principal STRIPS Index . 25 Year is traded on NYSEARCA Exchange in the United States. More on PIMCO 25 Year
Moving together with PIMCO Etf
| 1.0 | TLT | iShares 20 Year | PairCorr |
| 0.96 | IEF | iShares 7 10 | PairCorr |
| 0.99 | SPTL | SPDR Barclays Long | PairCorr |
| 0.98 | TLH | iShares 10 20 | PairCorr |
| 1.0 | EDV | Vanguard Extended | PairCorr |
| 1.0 | GOVZ | iShares 25 Year | PairCorr |
PIMCO Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. PIMCO 25's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding PIMCO 25 or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Old Name | Pimco 25+ Year Zero Coupon U.s. Treasury Index Exchange-traded Fund |
| Business Concentration | Treasury ETFs, Corona Opportunity, Long Government, PIMCO (View all Sectors) |
| Issuer | PIMCO |
| Inception Date | 2009-10-30 |
| Benchmark | BofA Merrill Lynch Long Treasury Principal STRIPS Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 1.25 Billion |
| Average Trading Valume | 333,855 |
| Asset Type | Fixed Income |
| Category | U.S. Government |
| Focus | Treasury |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Pacific Investment Management Company LLC |
| Advisor | Pacific Investment Management Company LLC |
| Custodian | State Street Bank and Trust Company |
| Distributor | PIMCO Investments LLC |
| Portfolio Manager | Stephen Rodosky, Michael Cudzil, Matthew P. Dorsten |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 30-Jun |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 23.0 |
| Market Maker | Flow Traders |
| Total Expense | 0.15 |
| Management Fee | 0.15 |
| Country Name | USA |
| Returns Y T D | (15.17) |
| Name | PIMCO 25 Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund |
| Currency Code | USD |
| Open Figi | BBG000PN8QP8 |
| 1y Volatility | 28.41 |
| 200 Day M A | 78.0444 |
| 50 Day M A | 76.584 |
| Code | ZROZ |
| Updated At | 23rd of April 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | (0.61) |
PIMCO 25 Year [ZROZ] is traded in USA and was established 2009-10-30. The fund is listed under Long Government category and is part of PIMCO family. The entity is thematically classified as Treasury ETFs. PIMCO 25 Year at this time have 518.2 M in net assets. , while the total return for the last 3 years was -17.1%.
Check PIMCO 25 Probability Of Bankruptcy
PIMCO 25 Target Price Odds Analysis
Based on a normal probability distribution, the odds of PIMCO 25 jumping above the current price in 90 days from now is about 98.0%. The PIMCO 25 Year probability density function shows the probability of PIMCO 25 etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days PIMCO 25 has a beta of 0.8517. This usually means PIMCO 25 Year market returns are sensitive to returns on the market. As the market goes up or down, PIMCO 25 is expected to follow. Additionally, pIMCO 25 Year has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of PIMCO 25 to move above the current price in 90 days from now is about 98.0 (This PIMCO 25 Year probability density function shows the probability of PIMCO Etf to fall within a particular range of prices over 90 days) .
PIMCO 25 Top Holders
| RQICX | Resq Strategic Income | Mutual Fund | Allocation--15% to 30% Equity |
| RQIIX | Resq Strategic Income | Mutual Fund | Allocation--15% to 30% Equity |
| RQIAX | Resq Strategic Income | Mutual Fund | Allocation--15% to 30% Equity |
| GDMA | Alpha Architect Gdsdn | Etf | Moderate Allocation |
| ATACX | Atac Inflation Rotation | Mutual Fund | Tactical Allocation |
| EVFTX | Evaluator Tactically Managed | Mutual Fund | Allocation--50% to 70% Equity |
| EVTTX | Evaluator Tactically Managed | Mutual Fund | Allocation--50% to 70% Equity |
PIMCO 25 Year Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. PIMCO 25 market risk premium is the additional return an investor will receive from holding PIMCO 25 long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in PIMCO 25. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although PIMCO 25's alpha and beta are two of the key measurements used to evaluate PIMCO 25's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | (0.04) | |||
| Jensen Alpha | (0.17) | |||
| Total Risk Alpha | (0.28) | |||
| Treynor Ratio | (0.13) |
PIMCO 25 Against Markets
Picking the right benchmark for PIMCO 25 etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in PIMCO 25 etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for PIMCO 25 is critical whether you are bullish or bearish towards PIMCO 25 Year at a given time. Please also check how PIMCO 25's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in PIMCO 25 without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy PIMCO Etf?
Before investing in PIMCO 25, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in PIMCO 25. To buy PIMCO 25 etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of PIMCO 25. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase PIMCO 25 etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located PIMCO 25 Year etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased PIMCO 25 Year etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as PIMCO 25 Year, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy PIMCO Etf please use our How to Invest in PIMCO 25 guide.
Already Invested in PIMCO 25 Year?
The danger of trading PIMCO 25 Year is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of PIMCO 25 is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than PIMCO 25. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile PIMCO 25 Year is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether PIMCO 25 Year offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of PIMCO 25's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Pimco 25 Year Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Pimco 25 Year Etf: Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in PIMCO 25 Year. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in persons. You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
The market value of PIMCO 25 Year is measured differently than its book value, which is the value of PIMCO that is recorded on the company's balance sheet. Investors also form their own opinion of PIMCO 25's value that differs from its market value or its book value, called intrinsic value, which is PIMCO 25's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because PIMCO 25's market value can be influenced by many factors that don't directly affect PIMCO 25's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between PIMCO 25's value and its price as these two are different measures arrived at by different means. Investors typically determine if PIMCO 25 is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, PIMCO 25's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.