REMVX vs. ZROZ
Compare and contrast key facts about RBC Emerging Markets Value Equity Fund (REMVX) and PIMCO 25+ Year Zero Coupon US Treasury Index Fund (ZROZ).
REMVX is managed by RBC Global Asset Management.. It was launched on Feb 8, 2018. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: REMVX or ZROZ.
Correlation
The correlation between REMVX and ZROZ is -0.13. 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.
Performance
REMVX vs. ZROZ - Performance Comparison
Key characteristics
REMVX:
0.89
ZROZ:
-0.19
REMVX:
1.32
ZROZ:
-0.12
REMVX:
1.16
ZROZ:
0.99
REMVX:
0.43
ZROZ:
-0.07
REMVX:
2.21
ZROZ:
-0.39
REMVX:
6.32%
ZROZ:
10.56%
REMVX:
15.67%
ZROZ:
21.66%
REMVX:
-43.10%
ZROZ:
-62.93%
REMVX:
-23.02%
ZROZ:
-57.85%
Returns By Period
In the year-to-date period, REMVX achieves a 6.89% return, which is significantly higher than ZROZ's 2.10% return.
REMVX
6.89%
7.02%
4.22%
12.20%
1.67%
N/A
ZROZ
2.10%
3.55%
-12.68%
-4.78%
-11.64%
-2.70%
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REMVX vs. ZROZ - Expense Ratio Comparison
REMVX has a 0.95% expense ratio, which is higher than ZROZ's 0.15% expense ratio.
Risk-Adjusted Performance
REMVX vs. ZROZ — Risk-Adjusted Performance Rank
REMVX
ZROZ
REMVX vs. ZROZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RBC Emerging Markets Value Equity Fund (REMVX) 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.
Dividends
REMVX vs. ZROZ - Dividend Comparison
REMVX's dividend yield for the trailing twelve months is around 4.69%, more than ZROZ's 4.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
REMVX RBC Emerging Markets Value Equity Fund | 4.69% | 5.01% | 4.02% | 0.00% | 1.93% | 0.29% | 3.82% | 2.29% | 0.00% | 0.00% | 0.00% | 0.00% |
ZROZ PIMCO 25+ Year Zero Coupon US Treasury Index Fund | 4.48% | 4.58% | 3.52% | 2.76% | 1.60% | 1.68% | 2.22% | 2.91% | 2.53% | 3.00% | 2.98% | 2.00% |
Drawdowns
REMVX vs. ZROZ - Drawdown Comparison
The maximum REMVX drawdown since its inception was -43.10%, smaller than the maximum ZROZ drawdown of -62.93%. Use the drawdown chart below to compare losses from any high point for REMVX and ZROZ. For additional features, visit the drawdowns tool.
Volatility
REMVX vs. ZROZ - Volatility Comparison
The current volatility for RBC Emerging Markets Value Equity Fund (REMVX) is 3.71%, while PIMCO 25+ Year Zero Coupon US Treasury Index Fund (ZROZ) has a volatility of 6.02%. This indicates that REMVX experiences smaller price fluctuations and is considered to be less risky than ZROZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.