Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMZIX (PIMCO MORTGAGE OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 1.05% | 6.29% | 6.42% | 3.21% | 3.62% | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 10/23/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMZIX (PIMCO MORTGAGE OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 10/23/2012 | 06/16/2026 |
| 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 (%) | 0.54 | 6.29 | 6.42 | 3.21 | 3.62 | NA | NA | … | … | 1.05 | 8.57 | 5.74 | 6.98 | -6.84 | 2.05 | 5.42 | 5.00 | 1.25 | 5.48 | 4.63 | 2.72 | 5.28 | 3.45 | 7.71 |
| Sharpe Ratio | NA | 0.93 | 0.81 | 0.15 | 0.60 | NA | NA | … | … | -0.18 | 1.56 | 0.55 | 0.76 | -1.95 | 1.01 | 1.16 | 2.22 | -0.08 | 3.10 | 2.27 | 1.76 | 2.65 | 1.27 | 11.08 |
| Standard Deviation(%) | NA | 3.32 | 3.92 | 3.85 | 3.24 | NA | NA | … | … | 3.64 | 3.67 | 3.85 | 4.40 | 4.25 | 2.01 | 4.45 | 1.59 | 1.60 | 1.56 | 1.94 | 1.53 | 1.98 | 2.69 | 4.65 |
| Draw Down(%) | NA | 2.42 | 3.53 | 9.46 | 9.46 | NA | NA | … | … | 2.42 | 2.02 | 2.32 | 3.53 | 9.31 | 0.92 | 8.42 | 0.46 | 0.63 | 0.39 | 1.25 | 0.61 | 0.54 | 3.00 | 0.19 |
| Yield(%) | 0.00 | 5.62 | 6.53 | 5.52 | 4.80 | 4.42 | 3.32 | … | … | 2.20 | 6.04 | 7.46 | 6.70 | 6.26 | 3.56 | 4.00 | 4.37 | 3.94 | 3.67 | 4.92 | 4.05 | 3.94 | 4.13 | 0.40 |
Data as of 06/16/2026, 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 |
|---|---|---|---|---|
| PMZIX (PIMCO MORTGAGE OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
-0.74%
Oct 2020 – Oct 2023 |
0.90%
Oct 2017 – Oct 2022 |
2.57%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMZIX (PIMCO MORTGAGE OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
7.40%
Oct 2022 – Oct 2025 |
4.72%
Nov 2012 – Nov 2017 |
3.93%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart