All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2009-11-04π¬ to Thu 2026-10-08 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| ZROZ × |
β20.13%
β1.32%/yr |
β0.45%/yr
R2=0.005 |
||||
| PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund Exchange-Traded Fund | ||||||
| USDOLLAR × |
β35.68%
β2.57%/yr |
β2.52%/yr
R2=0.933 |
||||
| β U.S. Dollar π¬ Currency | ||||||
| Wed 2009-11-04π¬ to Thu 2026-10-08 |
Start
Value |
End
Value |
|---|---|---|
| ZROZ × |
$10,000.00
2009-11-04 |
$7,987.47
2026-10-08 |
| USDOLLAR × |
$10,000.00
2009-11-04 |
$6,431.72
2026-10-08 |
| YTD | YoY | |
|---|---|---|
| ZROZ × | β16.33% | β18.95% |
| USDOLLAR × | β3.61% | β3.40% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| ZROZ × |
β72.95%
on 2026-10-08 from 2020-03-09 peak |
β73.47%
on 2026-10-07 from 2020-03-09 peak |
| USDOLLAR × |
β35.76%
on 2026-10-08 from 2009-12-31 peak |
β35.76%
on 2026-10-08 from 2009-12-31 peak |
| Period ending Thu 2026-10-08 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| ZROZ × | β18.95% |
β29.03% β15.75%/yr |
β16.25% β5.74%/yr |
β62.51% β17.82%/yr |
β59.43% β8.63%/yr |
| USDOLLAR × | β3.40% |
β6.17% β3.14%/yr |
β8.44% β2.90%/yr |
β18.22% β3.94%/yr |
β28.16% β3.25%/yr |