Correlation
The correlation between TARK and ZROZ is 0.11, 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.
TARK vs. ZROZ
Compare and contrast key facts about Tradr 2X Long Innovation ETF (TARK) and PIMCO 25+ Year Zero Coupon US Treasury Index Fund (ZROZ).
TARK and ZROZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TARK is an actively managed fund by AXS Investments. It was launched on Apr 28, 2022. 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: TARK or ZROZ.
Performance
TARK vs. ZROZ - Performance Comparison
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Key characteristics
TARK:
-0.34
ZROZ:
-0.30
TARK:
0.11
ZROZ:
-0.28
TARK:
1.02
ZROZ:
0.97
TARK:
-0.43
ZROZ:
-0.12
TARK:
-0.90
ZROZ:
-0.53
TARK:
42.20%
ZROZ:
14.03%
TARK:
101.33%
ZROZ:
23.42%
TARK:
-88.03%
ZROZ:
-62.93%
TARK:
-78.32%
ZROZ:
-60.76%
Returns By Period
In the year-to-date period, TARK achieves a -15.41% return, which is significantly lower than ZROZ's -4.95% return.
TARK
-15.41%
21.18%
-20.30%
-33.29%
-30.76%
N/A
N/A
ZROZ
-4.95%
-5.09%
-14.67%
-8.10%
-13.19%
-15.48%
-2.53%
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TARK vs. ZROZ - Expense Ratio Comparison
TARK has a 1.15% expense ratio, which is higher than ZROZ's 0.15% expense ratio.
Risk-Adjusted Performance
TARK vs. ZROZ — Risk-Adjusted Performance Rank
TARK
ZROZ
TARK vs. ZROZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tradr 2X Long Innovation ETF (TARK) 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.
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Dividends
TARK vs. ZROZ - Dividend Comparison
TARK's dividend yield for the trailing twelve months is around 0.70%, less than ZROZ's 4.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TARK Tradr 2X Long Innovation ETF | 0.70% | 0.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ZROZ PIMCO 25+ Year Zero Coupon US Treasury Index Fund | 4.88% | 4.58% | 3.52% | 2.76% | 1.60% | 1.68% | 2.22% | 2.91% | 2.53% | 3.00% | 2.98% | 2.00% |
Drawdowns
TARK vs. ZROZ - Drawdown Comparison
The maximum TARK drawdown since its inception was -88.03%, which is greater than ZROZ's maximum drawdown of -62.93%. Use the drawdown chart below to compare losses from any high point for TARK and ZROZ.
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Volatility
TARK vs. ZROZ - Volatility Comparison
Tradr 2X Long Innovation ETF (TARK) has a higher volatility of 24.29% compared to PIMCO 25+ Year Zero Coupon US Treasury Index Fund (ZROZ) at 5.87%. This indicates that TARK'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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