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LONZ vs. MINT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between LONZ and MINT is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.1

Performance

LONZ vs. MINT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) and PIMCO Enhanced Short Maturity Strategy Fund (MINT). The values are adjusted to include any dividend payments, if applicable.

10.00%15.00%20.00%25.00%OctoberNovemberDecember2025February
24.63%
14.29%
LONZ
MINT

Key characteristics

Sharpe Ratio

LONZ:

3.98

MINT:

13.00

Sortino Ratio

LONZ:

5.98

MINT:

30.16

Omega Ratio

LONZ:

1.98

MINT:

8.58

Calmar Ratio

LONZ:

5.58

MINT:

43.88

Martin Ratio

LONZ:

38.18

MINT:

470.48

Ulcer Index

LONZ:

0.21%

MINT:

0.01%

Daily Std Dev

LONZ:

1.98%

MINT:

0.44%

Max Drawdown

LONZ:

-4.05%

MINT:

-4.62%

Current Drawdown

LONZ:

-0.33%

MINT:

0.00%

Returns By Period


LONZ

YTD

0.00%

1M

-0.08%

6M

3.83%

1Y

7.71%

5Y*

N/A

10Y*

N/A

MINT

YTD

0.81%

1M

0.39%

6M

2.65%

1Y

5.60%

5Y*

2.58%

10Y*

2.27%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


LONZ vs. MINT - Expense Ratio Comparison

LONZ has a 0.62% expense ratio, which is higher than MINT's 0.36% expense ratio.


LONZ
PIMCO Senior Loan Active Exchange-Traded Fund
Expense ratio chart for LONZ: current value at 0.62% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.62%
Expense ratio chart for MINT: current value at 0.36% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.36%

Risk-Adjusted Performance

LONZ vs. MINT — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LONZ
The Risk-Adjusted Performance Rank of LONZ is 9898
Overall Rank
The Sharpe Ratio Rank of LONZ is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of LONZ is 9898
Sortino Ratio Rank
The Omega Ratio Rank of LONZ is 9898
Omega Ratio Rank
The Calmar Ratio Rank of LONZ is 9696
Calmar Ratio Rank
The Martin Ratio Rank of LONZ is 9898
Martin Ratio Rank

MINT
The Risk-Adjusted Performance Rank of MINT is 100100
Overall Rank
The Sharpe Ratio Rank of MINT is 100100
Sharpe Ratio Rank
The Sortino Ratio Rank of MINT is 100100
Sortino Ratio Rank
The Omega Ratio Rank of MINT is 100100
Omega Ratio Rank
The Calmar Ratio Rank of MINT is 9999
Calmar Ratio Rank
The Martin Ratio Rank of MINT is 100100
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

LONZ vs. MINT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) and PIMCO Enhanced Short Maturity Strategy Fund (MINT). 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.


Sharpe ratio
The chart of Sharpe ratio for LONZ, currently valued at 3.98, compared to the broader market0.002.004.003.9813.00
The chart of Sortino ratio for LONZ, currently valued at 5.98, compared to the broader market-2.000.002.004.006.008.0010.0012.005.9830.16
The chart of Omega ratio for LONZ, currently valued at 1.98, compared to the broader market0.501.001.502.002.503.001.988.58
The chart of Calmar ratio for LONZ, currently valued at 5.58, compared to the broader market0.005.0010.0015.0020.005.5843.88
The chart of Martin ratio for LONZ, currently valued at 38.18, compared to the broader market0.0020.0040.0060.0080.00100.0038.18470.48
LONZ
MINT

The current LONZ Sharpe Ratio is 3.98, which is lower than the MINT Sharpe Ratio of 13.00. The chart below compares the historical Sharpe Ratios of LONZ and MINT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio4.006.008.0010.0012.0014.0016.00OctoberNovemberDecember2025February
3.98
13.00
LONZ
MINT

Dividends

LONZ vs. MINT - Dividend Comparison

LONZ's dividend yield for the trailing twelve months is around 7.30%, more than MINT's 4.76% yield.


TTM20242023202220212020201920182017201620152014
LONZ
PIMCO Senior Loan Active Exchange-Traded Fund
7.30%8.16%8.29%3.33%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MINT
PIMCO Enhanced Short Maturity Strategy Fund
4.76%5.22%4.91%1.90%0.44%1.15%2.65%2.32%1.61%1.35%0.88%0.80%

Drawdowns

LONZ vs. MINT - Drawdown Comparison

The maximum LONZ drawdown since its inception was -4.05%, smaller than the maximum MINT drawdown of -4.62%. Use the drawdown chart below to compare losses from any high point for LONZ and MINT. For additional features, visit the drawdowns tool.


-0.60%-0.50%-0.40%-0.30%-0.20%-0.10%0.00%OctoberNovemberDecember2025February
-0.33%
0
LONZ
MINT

Volatility

LONZ vs. MINT - Volatility Comparison

PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) has a higher volatility of 0.60% compared to PIMCO Enhanced Short Maturity Strategy Fund (MINT) at 0.13%. This indicates that LONZ's price experiences larger fluctuations and is considered to be riskier than MINT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%0.20%0.40%0.60%0.80%1.00%OctoberNovemberDecember2025February
0.60%
0.13%
LONZ
MINT
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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