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NYSEArca - Delayed Quote USD

PIMCO Senior Loan Active Exchange-Traded Fund (LONZ)

49.36
+0.44
+(0.90%)
At close: April 9 at 3:59:20 PM EDT

ETF Summary

The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its assets in a diversified portfolio of Senior Loans, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. The average portfolio duration of the fund will normally vary within one year (plus or minus) of the portfolio duration of the securities comprising the Markit iBoxx USD Liquid Leveraged Loan Index.

Risk Overview

Performance & Risk

YTD Return -2.99%
5y Average Return 0.00%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.00
Morningstar Risk Rating --

Risk Statistics

3 Years 5 Years 10 Years
LONZCategory AverageLONZCategory AverageLONZCategory Average
Alpha 0 2.18 0 5.35 0 2.1
BETA 0 0.21 0 0.26 0 0.18
Mean Annual Return 0 0.49 0 0.61 0 0.33
R-squared 0 16.04 0 16.54 0 3.24
Standard Deviation 0 4.18 0 4.06 0 5.33
Sharpe Ratio 0 0.36 0 1.13 0 0.39
Treynor Ratio 0 6.97 0 18.87 0 11.37

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