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 Thu 2026-10-08 Overall
Return
Exponential
Trendline
ZROZ
×
βˆ’20.13%
βˆ’1.32%/yr
βˆ’0.45%/yr
R2=0.005
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund Exchange-Traded Fund
USDOLLAR
×
βˆ’35.68%
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 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

This Year’s Performance

through 2026-10-08

  YTD YoY
ZROZ
×
βˆ’16.33% βˆ’18.95%
USDOLLAR
×
βˆ’3.61% βˆ’3.40%

Drawdowns

  Current
Drawdown
Worst
Drawdown
ZROZ
×
βˆ’72.95%
on 2026-10-08
from 2020-03-09 peak
βˆ’73.47%
on 2026-10-07
from 2020-03-09 peak
USDOLLAR
×
βˆ’35.76%
on 2026-10-08
from 2009-12-31 peak
βˆ’35.76%
on 2026-10-08
from 2009-12-31 peak

Rolling Returns

Period ending Thu 2026-10-08 1 yr 2 yr 3 yr 5 yr 10 yr
ZROZ
×
βˆ’18.95% βˆ’29.03%
βˆ’15.75%/yr
βˆ’16.25%
βˆ’5.74%/yr
βˆ’62.51%
βˆ’17.82%/yr
βˆ’59.43%
βˆ’8.63%/yr
USDOLLAR
×
βˆ’3.40% βˆ’6.17%
βˆ’3.14%/yr
βˆ’8.44%
βˆ’2.90%/yr
βˆ’18.22%
βˆ’3.94%/yr
βˆ’28.16%
βˆ’3.25%/yr

Annual Returns

Year ZROZ USDOLLAR
2026 (YTD) βˆ’16.33% βˆ’3.61%
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%