Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMZAX (PIMCO MORTGAGE OPPORTUNITIES FUND CLASS A) | 0.24% | 5.33% | 5.96% | 2.63% | 3.17% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/23/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMZAX (PIMCO MORTGAGE OPPORTUNITIES FUND CLASS A) | 10/23/2012 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.33 | 5.96 | 2.63 | 3.17 | NA | NA | … | … | 0.24 | 8.14 | 5.32 | 6.56 | -7.22 | 1.66 | 5.03 | 4.64 | 0.89 | 5.07 | 4.26 | 2.28 | 4.86 | 3.05 | 7.61 |
| Sharpe Ratio | NA | 1.02 | 0.79 | 0.04 | 0.50 | NA | NA | … | … | -0.40 | 1.46 | 0.45 | 0.67 | -2.06 | 0.84 | 1.08 | 2.08 | -0.32 | 2.96 | 2.14 | 1.54 | 2.51 | 1.14 | 10.92 |
| Standard Deviation(%) | NA | 3.34 | 3.86 | 3.79 | 3.19 | NA | NA | … | … | 3.48 | 3.61 | 3.76 | 4.39 | 4.21 | 1.96 | 4.41 | 1.52 | 1.54 | 1.50 | 1.89 | 1.46 | 1.93 | 2.65 | 4.64 |
| Draw Down(%) | NA | 2.42 | 3.77 | 9.79 | 9.79 | NA | NA | … | … | 2.42 | 2.02 | 2.32 | 3.77 | 9.58 | 0.98 | 8.42 | 0.46 | 0.67 | 0.43 | 1.25 | 0.65 | 0.54 | 3.06 | 0.19 |
| Yield(%) | 0.00 | 4.82 | 6.03 | 5.10 | 4.42 | 4.04 | 3.03 | … | … | 1.62 | 5.64 | 7.07 | 6.32 | 5.89 | 3.19 | 3.62 | 4.02 | 3.59 | 3.28 | 4.56 | 3.62 | 3.53 | 3.74 | 0.30 |
Data as of 06/03/2026, Common starting date is 10/23/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMZAX (PIMCO MORTGAGE OPPORTUNITIES FUND CLASS A) |
-1.13%
Oct 2020 – Oct 2023 |
0.53%
Oct 2017 – Oct 2022 |
2.17%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMZAX (PIMCO MORTGAGE OPPORTUNITIES FUND CLASS A) |
6.97%
Oct 2022 – Oct 2025 |
4.31%
Nov 2012 – Nov 2017 |
3.53%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart