0006.HK vs. ZROZ
Compare and contrast key facts about Power Assets (0006.HK) and PIMCO 25+ Year Zero Coupon US Treasury Index Fund (ZROZ).
ZROZ is a passively managed fund by PIMCO that tracks the performance of the BofA Merrill Lynch Long Treasury Principal STRIPS Index. It was launched on Oct 30, 2009.
Performance
0006.HK vs. ZROZ - Performance Comparison
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0006.HK vs. ZROZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
0006.HK Power Assets | 12.15% | 7.54% | 27.04% | 12.95% | -7.08% | 22.60% | -21.86% | 10.11% | -5.11% | 7.28% |
ZROZ PIMCO 25+ Year Zero Coupon US Treasury Index Fund | 0.37% | -1.65% | -16.62% | 1.18% | -41.18% | -4.71% | 24.01% | 20.58% | -5.22% | 15.65% |
Different Trading Currencies
0006.HK is traded in HKD, while ZROZ is traded in USD. To make them comparable, the ZROZ values have been converted to HKD using the latest available exchange rates.
Returns By Period
In the year-to-date period, 0006.HK achieves a 12.15% return, which is significantly higher than ZROZ's 0.37% return. Over the past 10 years, 0006.HK has outperformed ZROZ with an annualized return of 4.58%, while ZROZ has yielded a comparatively lower -3.71% annualized return.
0006.HK
- 1D
- 1.31%
- 1M
- -1.51%
- YTD
- 12.15%
- 6M
- 25.51%
- 1Y
- 37.91%
- 3Y*
- 20.68%
- 5Y*
- 12.92%
- 10Y*
- 4.58%
ZROZ
- 1D
- 0.03%
- 1M
- -4.78%
- YTD
- 0.37%
- 6M
- -2.91%
- 1Y
- -7.16%
- 3Y*
- -8.93%
- 5Y*
- -10.85%
- 10Y*
- -3.71%
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Return for Risk
0006.HK vs. ZROZ — Risk / Return Rank
0006.HK
ZROZ
0006.HK vs. ZROZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Power Assets (0006.HK) and PIMCO 25+ Year Zero Coupon US Treasury Index Fund (ZROZ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| 0006.HK | ZROZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.38 | -0.38 | +2.76 |
Sortino ratioReturn per unit of downside risk | 3.23 | -0.40 | +3.64 |
Omega ratioGain probability vs. loss probability | 1.42 | 0.95 | +0.47 |
Calmar ratioReturn relative to maximum drawdown | 5.82 | -0.37 | +6.19 |
Martin ratioReturn relative to average drawdown | 13.15 | -0.65 | +13.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 0006.HK | ZROZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.38 | -0.38 | +2.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | -0.46 | +1.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | -0.17 | +0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.10 | +0.41 |
Correlation
The correlation between 0006.HK and ZROZ is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
0006.HK vs. ZROZ - Dividend Comparison
0006.HK's dividend yield for the trailing twelve months is around 4.56%, less than ZROZ's 5.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
0006.HK Power Assets | 4.56% | 5.11% | 5.20% | 6.23% | 6.60% | 5.80% | 6.67% | 4.91% | 16.15% | 11.81% | 3.98% | 3.77% |
ZROZ PIMCO 25+ Year Zero Coupon US Treasury Index Fund | 5.11% | 4.96% | 4.58% | 3.52% | 2.76% | 1.60% | 1.68% | 2.22% | 2.06% | 2.53% | 3.00% | 2.98% |
Drawdowns
0006.HK vs. ZROZ - Drawdown Comparison
The maximum 0006.HK drawdown since its inception was -35.12%, smaller than the maximum ZROZ drawdown of -62.68%. Use the drawdown chart below to compare losses from any high point for 0006.HK and ZROZ.
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Drawdown Indicators
| 0006.HK | ZROZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.12% | -62.93% | +27.81% |
Max Drawdown (1Y)Largest decline over 1 year | -6.25% | -15.63% | +9.38% |
Max Drawdown (5Y)Largest decline over 5 years | -31.28% | -57.98% | +26.70% |
Max Drawdown (10Y)Largest decline over 10 years | -35.12% | -62.93% | +27.81% |
Current DrawdownCurrent decline from peak | -2.75% | -59.62% | +56.87% |
Average DrawdownAverage peak-to-trough decline | -9.05% | -23.67% | +14.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 9.01% | -6.25% |
Volatility
0006.HK vs. ZROZ - Volatility Comparison
Power Assets (0006.HK) has a higher volatility of 6.44% compared to PIMCO 25+ Year Zero Coupon US Treasury Index Fund (ZROZ) at 5.72%. This indicates that 0006.HK's price experiences larger fluctuations and is considered to be riskier than ZROZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 0006.HK | ZROZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.44% | 5.72% | +0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 12.35% | 10.73% | +1.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.45% | 19.05% | -2.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.24% | 23.84% | -6.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.52% | 22.06% | -4.54% |