ZROZ vs YEAR
Comparison between PIMCO 25+ YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND (ZROZ, ETF) and AB ULTRA SHORT INCOME ETF (YEAR, ETF).
ZROZ vs YEAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ZROZ
$1.30B
Winner
YEAR
$1.50B
Expense Ratio
Winner
ZROZ
0.15%
YEAR
0.25%
Max Drawdown
ZROZ
69.42%
Winner
YEAR
1.40%
Sharpe Ratio
ZROZ
-0.58
Winner
YEAR
-0.46
5Y Beta
ZROZ
0.14
Winner
YEAR
0.00
5Y Dividends CAGR
ZROZ
5.71%
YEAR
N/A
ZROZ vs YEAR - Historical Returns
Returns include dividend reinvestment.
1M
ZROZ
-3.64%
Winner
YEAR
+0.39%
3M
ZROZ
-4.32%
Winner
YEAR
+0.73%
6M
ZROZ
-6.04%
Winner
YEAR
+1.44%
1Y
ZROZ
-5.77%
Winner
YEAR
+3.61%
5Y(CAGR)
ZROZ
-13.92%
YEAR
N/A
10Y(CAGR)
ZROZ
-5.26%
YEAR
N/A
Max(CAGR)
ZROZ
+1.79%
Winner
YEAR
+4.84%
ZROZ vs YEAR - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | ZROZ | YEAR |
|---|---|---|
| 2026 | -5.27% | +1.77% |
| 2025 | -1.87% | +4.65% |
| 2024 | -15.03% | +5.45% |
| 2023 | -1.52% | +5.87% |
| 2022 | -39.26% | +1.10% |
| 2021 | -4.79% | N/A |
| 2020 | +22.56% | N/A |
| 2019 | +20.05% | N/A |
| 2018 | -3.51% | N/A |
| 2017 | +13.87% | N/A |
| 2016 | -0.31% | N/A |
| 2015 | -7.39% | N/A |
| 2014 | +48.29% | N/A |
| 2013 | -19.11% | N/A |
| 2012 | +3.51% | N/A |
| 2011 | +61.75% | N/A |
| 2010 | +9.96% | N/A |
| 2009 | -6.29% | N/A |
ZROZ vs YEAR Drawdown Comparison
The maximum drawdown for ZROZ was -62.94%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The maximum drawdown for YEAR was -0.61%, occurring on Oct 20, 2022. Recovery took 41 trading sessions.
The current ZROZ drawdown is -61.82%.
| Rank | ZROZ | YEAR |
|---|---|---|
| #1 | -62.94% Mar 9, 2020 - Oct 19, 2023 | -0.61% Sep 14, 2022 - Nov 10, 2022 |
| #2 | -32.29% Jul 25, 2012 - Dec 11, 2014 | -0.55% Mar 13, 2023 - Apr 5, 2023 |
| #3 | -28.88% Aug 26, 2010 - Aug 10, 2011 | -0.43% Jan 31, 2024 - Mar 7, 2024 |
| #4 | -25.82% Jan 30, 2015 - Jun 27, 2016 | -0.42% May 6, 2024 - Jun 3, 2024 |
| #5 | -25.21% Jul 8, 2016 - Aug 2, 2019 | -0.30% Apr 3, 2025 - Apr 22, 2025 |
| #6 | -18.35% Oct 3, 2011 - Dec 19, 2011 | -0.28% May 4, 2023 - May 16, 2023 |
| #7 | -17.49% Dec 19, 2011 - May 17, 2012 | -0.26% Sep 19, 2024 - Nov 4, 2024 |
| #8 | -15.67% Nov 27, 2009 - May 6, 2010 | -0.24% Apr 4, 2024 - Apr 29, 2024 |
| #9 | -12.23% Aug 28, 2019 - Feb 20, 2020 | -0.23% Feb 27, 2026 - Apr 2, 2026 |
| #10 | -9.10% Aug 10, 2011 - Aug 18, 2011 | -0.22% Dec 6, 2023 - Dec 14, 2023 |
| #11 | -8.29% May 6, 2010 - May 20, 2010 | -0.18% Aug 10, 2023 - Aug 29, 2023 |
| #12 | -7.85% Sep 22, 2011 - Oct 3, 2011 | -0.18% Jun 18, 2024 - Jun 21, 2024 |
| #13 | -7.18% Aug 19, 2011 - Sep 2, 2011 | -0.18% Apr 30, 2025 - May 23, 2025 |
| #14 | -7.09% Jun 1, 2012 - Jul 20, 2012 | -0.17% Mar 3, 2023 - Mar 10, 2023 |
| #15 | -6.88% Jul 1, 2010 - Aug 16, 2010 | -0.16% Sep 28, 2023 - Oct 6, 2023 |
Correlation
Correlation between ZROZ and YEAR is -0.77 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.77
-101
Dividend Comparison (2009 - 2026)
ZROZ vs YEAR dividend yield comparison.
| Year | ZROZ | YEAR |
|---|---|---|
| 2026 | 2.76% | 2.27% |
| 2025 | 4.96% | 4.33% |
| 2024 | 4.58% | 5.16% |
| 2023 | 3.52% | 5.00% |
| 2022 | 2.76% | 1.19% |
| 2021 | 1.60% | 0.00% |
| 2020 | 1.68% | 0.00% |
| 2019 | 2.22% | 0.00% |
| 2018 | 2.06% | 0.00% |
| 2017 | 2.53% | 0.00% |
| 2016 | 3.00% | 0.00% |
| 2015 | 2.98% | 0.00% |
| 2014 | 2.60% | 0.00% |
| 2013 | 4.28% | 0.00% |
| 2012 | 3.16% | 0.00% |
| 2011 | 2.99% | 0.00% |
| 2010 | 4.55% | 0.00% |
| 2009 | 0.74% | 0.00% |
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