Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMZCX (PIMCO MORTGAGE OPPORTUNITIES FUND CLASS C) | -0.44% | 3.89% | 5.02% | 1.79% | 2.38% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/23/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMZCX (PIMCO MORTGAGE OPPORTUNITIES FUND CLASS C) | 10/23/2012 | 06/05/2026 |
| 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 (%) | -0.64 | 3.89 | 5.02 | 1.79 | 2.38 | NA | NA | … | … | -0.44 | 7.31 | 4.53 | 5.76 | -7.92 | 0.91 | 4.23 | 3.87 | 0.20 | 4.30 | 3.54 | 1.52 | 4.08 | 2.27 | 7.50 |
| Sharpe Ratio | NA | 0.80 | 0.59 | -0.17 | 0.27 | NA | NA | … | … | -0.59 | 1.26 | 0.25 | 0.49 | -2.26 | 0.48 | 0.91 | 1.72 | -0.83 | 2.61 | 1.85 | 1.10 | 2.20 | 0.87 | 10.75 |
| Standard Deviation(%) | NA | 3.23 | 3.77 | 3.71 | 3.11 | NA | NA | … | … | 3.39 | 3.51 | 3.65 | 4.31 | 4.15 | 1.86 | 4.36 | 1.39 | 1.44 | 1.40 | 1.80 | 1.35 | 1.85 | 2.58 | 4.64 |
| Draw Down(%) | NA | 2.42 | 3.83 | 10.53 | 10.53 | NA | NA | … | … | 2.42 | 2.02 | 2.32 | 3.83 | 10.09 | 1.11 | 8.42 | 0.46 | 0.73 | 0.49 | 1.25 | 0.71 | 0.54 | 3.24 | 0.19 |
| Yield(%) | 0.00 | 4.07 | 5.29 | 4.44 | 3.73 | 3.36 | 2.52 | … | … | 1.37 | 4.86 | 6.32 | 5.57 | 5.18 | 2.45 | 2.86 | 3.27 | 2.90 | 2.53 | 3.86 | 2.87 | 2.77 | 2.98 | 0.19 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PMZCX (PIMCO MORTGAGE OPPORTUNITIES FUND CLASS C) |
-1.87%
Oct 2020 – Oct 2023 |
-0.22%
Oct 2017 – Oct 2022 |
1.42%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMZCX (PIMCO MORTGAGE OPPORTUNITIES FUND CLASS C) |
6.16%
Oct 2022 – Oct 2025 |
3.55%
Nov 2012 – Nov 2017 |
2.77%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart