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

Total Real Returns

ZROZ vs. USDOLLAR: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Growth of $10,000

Wed 2009-11-04πŸ’¬ to Fri 2026-09-18 Overall
Return
Exponential
Trendline
ZROZ
×
βˆ’13.98%
βˆ’0.89%/yr
βˆ’0.38%/yr
R2=0.004
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund Exchange-Traded Fund
USDOLLAR
×
βˆ’35.57%
βˆ’2.57%/yr
βˆ’2.52%/yr
R2=0.933
⭐ U.S. Dollar πŸ’¬ Currency

Growth of $10,000 Summary

Wed 2009-11-04πŸ’¬ to Fri 2026-09-18 Start
Value
End
Value
ZROZ
×
$10,000.00
2009-11-04
$8,602.09
2026-09-18
USDOLLAR
×
$10,000.00
2009-11-04
$6,443.50
2026-09-18

This Year’s Performance

through 2026-09-18

  YTD YoY
ZROZ
×
βˆ’9.89% βˆ’12.15%
USDOLLAR
×
βˆ’3.42% βˆ’3.30%

Drawdowns

  Current
Drawdown
Worst
Drawdown
ZROZ
×
βˆ’70.87%
on 2026-09-18
from 2020-03-09 peak
βˆ’71.50%
on 2026-08-17
from 2020-03-09 peak
USDOLLAR
×
βˆ’35.64%
on 2026-09-18
from 2009-12-31 peak
βˆ’35.64%
on 2026-09-18
from 2009-12-31 peak

Rolling Returns

Period ending Fri 2026-09-18 1 yr 2 yr 3 yr 5 yr 10 yr
ZROZ
×
βˆ’12.15% βˆ’28.64%
βˆ’15.52%/yr
βˆ’22.68%
βˆ’8.22%/yr
βˆ’62.49%
βˆ’17.81%/yr
βˆ’56.66%
βˆ’8.02%/yr
USDOLLAR
×
βˆ’3.30% βˆ’6.09%
βˆ’3.09%/yr
βˆ’8.36%
βˆ’2.87%/yr
βˆ’18.34%
βˆ’3.97%/yr
βˆ’28.13%
βˆ’3.25%/yr

Annual Returns

Year ZROZ USDOLLAR
2026 (YTD) βˆ’9.89% βˆ’3.42%
2025 βˆ’4.40% βˆ’2.60%
2024 βˆ’18.50% βˆ’2.80%
2023 βˆ’2.09% βˆ’3.24%
2022 βˆ’44.85% βˆ’6.07%
2021 βˆ’11.45% βˆ’6.57%
2020 +22.90% βˆ’1.34%
2019 +18.51% βˆ’2.23%
2018 βˆ’6.40% βˆ’1.87%
2017 +12.39% βˆ’2.07%
2016 βˆ’0.00% βˆ’2.03%
2015 βˆ’6.81% βˆ’0.73%
2014 +46.63% βˆ’0.75%
2013 βˆ’22.09% βˆ’1.48%
2012 βˆ’0.76% βˆ’1.70%
2011 +55.74% βˆ’2.88%
2010 +8.32% βˆ’1.47%
2009 βˆ’6.17% βˆ’2.65%
2008 βˆ’0.09%
2007 βˆ’3.93%
2006 βˆ’2.46%
2005 βˆ’3.32%
2004 βˆ’3.15%
2003 βˆ’1.84%
2002 βˆ’2.32%
2001 βˆ’1.52%
2000 βˆ’3.28%
1999 βˆ’2.61%
1998 βˆ’1.59%
1997 βˆ’1.67%
1996 βˆ’3.21%
1995 βˆ’2.48%
1994 βˆ’2.61%
1993 βˆ’2.67%
1992 βˆ’2.82%
1991 βˆ’2.97%
1990 βˆ’5.76%
1989 βˆ’4.44%
1988 βˆ’4.23%
1987 βˆ’4.25%
1986 βˆ’1.09%
1985 βˆ’3.66%
1984 βˆ’3.80%
1983 βˆ’3.65%
1982 βˆ’3.69%
1981 βˆ’8.19%
1980 βˆ’11.12%
1979 βˆ’11.76%
1978 βˆ’8.26%
1977 βˆ’6.27%
1976 βˆ’4.64%
1975 βˆ’6.49%
1974 βˆ’10.98%
1973 βˆ’8.02%
1972 βˆ’3.28%
1971 βˆ’3.16%
1970 βˆ’5.28%
1969 βˆ’5.84%
1968 βˆ’4.53%
1967 βˆ’2.93%
1966 βˆ’3.34%
1965 βˆ’1.89%
1964 βˆ’0.96%
1963 βˆ’1.62%
1962 βˆ’1.32%
1961 βˆ’0.67%
1960 βˆ’1.34%
1959 βˆ’1.70%
1958 βˆ’1.73%
1957 βˆ’2.82%
1956 βˆ’2.89%
1955 βˆ’0.39%
1954 +0.75%
1953 βˆ’0.74%
1952 βˆ’0.75%
1951 βˆ’5.73%
1950 βˆ’5.50%
1949 +2.09%
1948 βˆ’2.90%
1947 βˆ’8.12%
1946 βˆ’15.35%
1945 βˆ’2.23%
1944 βˆ’2.21%
1943 βˆ’2.87%
1942 βˆ’8.28%
1941 βˆ’9.03%
1940 βˆ’0.71%
1939 +0.00%
1938 +2.86%
1937 βˆ’2.78%
1936 βˆ’1.43%
1935 βˆ’2.90%
1934 βˆ’1.49%
1933 βˆ’0.73%
1932 +11.42%
1931 +10.27%
1930 +6.83%
1929 βˆ’0.58%
1928 +1.17%
1927 +2.31%
1926 +1.13%
1925 βˆ’3.35%
1924 +0.00%
1923 βˆ’2.35%
1922 +2.43%
1921 +12.12%
1920 βˆ’2.58%
1919 βˆ’12.70%
1918 βˆ’16.97%
1917 βˆ’15.38%
1916 βˆ’11.16%
1915 βˆ’1.94%
1914 βˆ’0.99%
1913 βˆ’2.00%