ZROZ ETF

ZROZ ETF
$59.47
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Returns Overview

1 Month
-8.13%
3 Months
-5.16%
6 Months
-6.55%
YTD
-6.77%
1 Year
-5.93%
3 Years (annualized)
-8.70%
5 Years (annualized)
-14.41%
10 Years (annualized)
-5.59%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would ZROZ have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA Long US Treasury Principal STRIPS Index
This ETF (YTD)
-6.77%
Peer Avg (YTD)
+0.12%
vs Peers
-6.89%

ZROZ ETF Performance

ZROZ performance across multiple time periods: 1-month -8.13%, YTD -6.77%, 1-year -5.93%, 3-year -8.70%, 5-year -14.41%, 10-year -5.59%.

ZROZ returns trail the peer average of 0.12% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this ETF.

ZROZ vs another fund shows side-by-side returns. ZROZ alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-8.13%N/A
3 Months-5.16%N/A
6 Months-6.55%N/A
1 Year-5.93%N/A
3 Years-8.70%N/A
5 Years-14.41%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized