Performance analysis of LONZ (PIMCO Senior Loan Active ExchangeTraded Fund)
Annual Return
Over the past 3 years, LONZ has had an average annual return of +8.31%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Jun 9, 2022, LONZ has had an average annual return of +7.48%, underperforming the benchmark SPY, which returned +19% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.84% | +5.05% | +9.84% | +12.56% | +0.79% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.08% | -1.19% | +1% | +1.68% | +0.32% | +0.11% | +1.84% | ||||||
| 2025 | +0.08% | -0.08% | -0.45% | -0.17% | +1.91% | +0.85% | +0.64% | +0.69% | +0.57% | +0.29% | +0.47% | +0.16% | +5.05% |
| 2024 | +0.43% | +1.36% | +1.02% | +0.58% | +1.11% | +0.16% | +0.58% | +0.41% | +0.69% | +1.08% | +1.35% | +0.65% | +9.84% |
| 2023 | +2.67% | +0.46% | -0.34% | +1.07% | -0.08% | +2.17% | +1.42% | +1.10% | +0.44% | -0.30% | +1.74% | +1.58% | +12.56% |
| 2022 | -3.44% | +2.65% | +1.16% | -2.46% | +1.22% | +1.43% | +0.38% | +0.79% |
Drawdown analysis of LONZ (PIMCO Senior Loan Active ExchangeTraded Fund)
The maximum drawdown for the LONZ was -4.18%, occurring on Apr 4, 2025. Recovery took 25 trading sessions.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -4.18% | Feb 14, 2025 | 34 | Apr 4, 2025 | 25 | May 12, 2025 | 59 |
| -4.05% | Aug 12, 2022 | 33 | Sep 29, 2022 | 68 | Jan 6, 2023 | 101 |
| -3.91% | Jun 9, 2022 | 16 | Jul 5, 2022 | 23 | Aug 5, 2022 | 39 |
| -2.03% | Dec 26, 2025 | 42 | Feb 27, 2026 | 34 | Apr 17, 2026 | 76 |
| -2.02% | Mar 8, 2023 | 7 | Mar 17, 2023 | 20 | Apr 17, 2023 | 27 |
| -1.41% | Jul 23, 2024 | 10 | Aug 6, 2024 | 16 | Aug 28, 2024 | 26 |
| -0.71% | Oct 16, 2023 | 11 | Oct 31, 2023 | 4 | Nov 6, 2023 | 15 |
| -0.69% | Jan 19, 2024 | 11 | Feb 5, 2024 | 7 | Feb 14, 2024 | 18 |
| -0.57% | Oct 7, 2025 | 5 | Oct 14, 2025 | 9 | Oct 27, 2025 | 14 |
| -0.54% | Sep 28, 2023 | 5 | Oct 5, 2023 | 5 | Oct 12, 2023 | 10 |
| -0.51% | Dec 16, 2024 | 2 | Dec 18, 2024 | 8 | Dec 31, 2024 | 10 |
| -0.44% | Feb 14, 2023 | 4 | Feb 21, 2023 | 8 | Mar 3, 2023 | 12 |
| -0.38% | Jan 23, 2025 | 10 | Feb 6, 2025 | 6 | Feb 14, 2025 | 16 |
| -0.34% | May 14, 2026 | 3 | May 19, 2026 | 8 | Jun 1, 2026 | 11 |
| -0.31% | May 15, 2024 | 1 | May 16, 2024 | 17 | Jun 11, 2024 | 18 |
| -0.30% | Apr 26, 2024 | 2 | Apr 30, 2024 | 3 | May 3, 2024 | 5 |
| -0.30% | Apr 24, 2023 | 1 | Apr 25, 2023 | 2 | Apr 27, 2023 | 3 |
| -0.28% | Nov 11, 2025 | 7 | Nov 20, 2025 | 2 | Nov 24, 2025 | 9 |
| -0.27% | Jun 13, 2024 | 1 | Jun 14, 2024 | 6 | Jun 25, 2024 | 7 |
| -0.25% | Apr 27, 2023 | 10 | May 11, 2023 | 15 | Jun 2, 2023 | 25 |
| -0.24% | Jun 25, 2024 | 1 | Jun 26, 2024 | 5 | Jul 3, 2024 | 6 |
| -0.23% | Apr 19, 2023 | 2 | Apr 21, 2023 | 1 | Apr 24, 2023 | 3 |
| -0.22% | Jan 6, 2025 | 2 | Jan 8, 2025 | 5 | Jan 16, 2025 | 7 |
| -0.21% | Jun 4, 2025 | 7 | Jun 13, 2025 | 3 | Jun 18, 2025 | 10 |
| -0.21% | Mar 6, 2023 | 1 | Mar 7, 2023 | 1 | Mar 8, 2023 | 2 |