Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMZNX (PIMCO MORTGAGE OPPORTUNITIES AND BOND FUND I-3) | 0.88% | 5.89% | 6.30% | 2.98% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 04/30/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMZNX (PIMCO MORTGAGE OPPORTUNITIES AND BOND FUND I-3) | 04/30/2018 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.89 | 6.30 | 2.98 | NA | NA | NA | … | … | 0.88 | 8.40 | 5.59 | 6.83 | -6.97 | 1.92 | 5.30 | 4.89 | 0.48 |
| Sharpe Ratio | NA | 0.80 | 0.76 | 0.09 | NA | NA | NA | … | … | -0.47 | 1.52 | 0.51 | 0.73 | -1.99 | 0.95 | 1.14 | 2.17 | -0.58 |
| Standard Deviation(%) | NA | 3.33 | 3.90 | 3.83 | NA | NA | NA | … | … | 3.64 | 3.65 | 3.83 | 4.38 | 4.24 | 2.00 | 4.43 | 1.57 | 1.34 |
| Draw Down(%) | NA | 2.42 | 3.54 | 9.57 | NA | NA | NA | … | … | 2.42 | 2.02 | 2.32 | 3.54 | 9.39 | 0.94 | 8.42 | 0.46 | 0.53 |
| Yield(%) | 0.00 | 5.45 | 6.40 | 5.38 | 3.84 | 2.56 | 1.92 | … | … | 2.14 | 5.88 | 7.32 | 6.56 | 6.13 | 3.44 | 3.89 | 4.26 | 2.30 |
Data as of 06/11/2026, Common starting date is 04/30/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMZNX (PIMCO MORTGAGE OPPORTUNITIES AND BOND FUND I-3) |
-0.88%
Oct 2020 – Oct 2023 |
1.14%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMZNX (PIMCO MORTGAGE OPPORTUNITIES AND BOND FUND I-3) |
7.24%
Oct 2022 – Oct 2025 |
3.75%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart