ZROZ ETF

$63.63
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Returns Overview

1 Month
-0.53%
3 Months
-5.88%
6 Months
+0.66%
YTD
-0.23%
1 Year
-1.75%
3 Years
-9.20%
5 Years
-13.37%
10 Years
-3.33%

Risk Metrics (5-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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

-0.53%

3 Months Performance

-5.88%

6 Months Performance

+0.66%

1 Year Performance

-1.75%

Benchmark & Peers

Benchmark
ICE BofA Long US Treasury Principal STRIPS Index(NA)
This ETF (YTD)
-0.23%
Peer Avg (YTD)
+0.23%
vs Peers
-0.47%

ZROZ ETF Performance

ZROZ performance across multiple time periods: 1-month -0.53%, YTD -0.23%, 1-year -1.75%, 3-year -9.20%, 5-year -13.37%, 10-year -3.33%.

ZROZ returns trail the peer average of 0.23% YTD. With an expense ratio of 0.15%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.53%N/A
3 Months-5.88%N/A
6 Months+0.66%N/A
1 Year-1.75%N/A
3 Years-9.20%N/A
5 Years-13.37%N/A

All returns shown are total returns, not annualized