All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

ZROZ,EDV: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2009-11-04💬 to Mon 2026-06-22 YTD
Return
1 Year
Return
ZROZ
×
−2.61%
2026-06-22
−1.04%
2026-06-22
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund Exchange-Traded Fund
EDV
×
−2.69%
2026-06-22
−0.23%
2026-06-22
Vanguard Extended Duration Treasury Index Fund ETF Shares Exchange-Traded Fund

Returns

Wed 2009-11-04💬 to Mon 2026-06-22 Overall
Return
Exponential
Trendline
ZROZ
×
−7.02%
−0.44%/yr
−0.11%/yr
(R2=0.000)
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund Exchange-Traded Fund
EDV
×
−0.05%
−0.00%/yr
+0.02%/yr
(R2=0.000)
Vanguard Extended Duration Treasury Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Wed 2009-11-04💬 to Mon 2026-06-22 Start
Value
End
Value
ZROZ
×
$10,000.00
2009-11-04
$9,297.71
2026-06-22
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund Exchange-Traded Fund
EDV
×
$10,000.00
2009-11-04
$9,994.98
2026-06-22
Vanguard Extended Duration Treasury Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year ZROZ EDV
2026 (YTD) −2.61% −2.69%
2025 −4.40% −1.97%
2024 −18.50% −15.19%
2023 −2.09% −1.92%
2022 −44.85% −42.85%
2021 −11.45% −12.35%
2020 +22.90% +21.93%
2019 +18.51% +16.02%
2018 −6.40% −5.21%
2017 +12.39% +11.58%
2016 −0.00% −0.47%
2015 −6.81% −5.54%
2014 +46.63% +43.55%
2013 −22.09% −20.99%
2012 −0.76% +0.66%
2011 +55.74% +51.44%
2010 +8.32% +8.20%
2009 −6.17% −37.46%
2008 +54.37%
2007 +3.27%

Drawdowns

Wed 2009-11-04💬 to Mon 2026-06-22 Current
Drawdown
Worst
Drawdown
ZROZ
×
−68.52%
from 2020-03-09 peak
−70.63%
2026-05-19
from 2020-03-09 peak
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund Exchange-Traded Fund
EDV
×
−64.57%
from 2020-04-21 peak
−66.63%
2026-05-19
from 2020-04-21 peak
Vanguard Extended Duration Treasury Index Fund ETF Shares Exchange-Traded Fund

Rolling Returns

Period ending Mon 2026-06-22 1
Year
2
Years
3
Years
5
Years
10
Years
ZROZ
×
−1.04% −16.02%
−8.36%/yr
−27.25%
−10.06%/yr
−57.36%
−15.67%/yr
−51.93%
−7.06%/yr
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund Exchange-Traded Fund
EDV
×
−0.23% −12.30%
−6.35%/yr
−22.30%
−8.07%/yr
−53.53%
−14.21%/yr
−48.65%
−6.45%/yr
Vanguard Extended Duration Treasury Index Fund ETF Shares Exchange-Traded Fund