Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PMZPX (PIMCO MORTGAGE OPPORTUNITIES FUND CLASS P) | 0.79% | 5.62% | 6.30% | 3.02% | 3.50% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 10/23/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PMZPX (PIMCO MORTGAGE OPPORTUNITIES FUND CLASS P) | 10/23/2012 | 06/12/2026 |
| 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 (%) | 0.43 | 5.62 | 6.30 | 3.02 | 3.50 | NA | NA | … | … | 0.79 | 8.47 | 5.61 | 6.87 | -6.93 | 1.97 | 5.33 | 4.92 | 1.15 | 5.37 | 4.51 | 2.61 | 5.19 | 3.39 | 7.69 |
| Sharpe Ratio | NA | 0.90 | 0.78 | 0.12 | 0.57 | NA | NA | … | … | -0.21 | 1.53 | 0.52 | 0.74 | -1.98 | 0.97 | 1.14 | 2.19 | -0.15 | 3.06 | 2.23 | 1.71 | 2.62 | 1.25 | 11.05 |
| Standard Deviation(%) | NA | 3.30 | 3.91 | 3.84 | 3.23 | NA | NA | … | … | 3.63 | 3.65 | 3.84 | 4.39 | 4.24 | 2.00 | 4.43 | 1.58 | 1.58 | 1.54 | 1.93 | 1.51 | 1.97 | 2.68 | 4.65 |
| Draw Down(%) | NA | 2.42 | 3.54 | 9.54 | 9.54 | NA | NA | … | … | 2.42 | 2.02 | 2.32 | 3.54 | 9.37 | 0.93 | 8.42 | 0.46 | 0.64 | 0.40 | 1.25 | 0.62 | 0.54 | 3.01 | 0.19 |
| Yield(%) | 0.00 | 5.51 | 6.43 | 5.42 | 4.71 | 4.34 | 3.25 | … | … | 2.15 | 5.94 | 7.34 | 6.60 | 6.18 | 3.48 | 3.92 | 4.29 | 3.84 | 3.56 | 4.80 | 3.94 | 3.84 | 4.07 | 0.38 |
Data as of 06/12/2026, 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 |
|---|---|---|---|---|
| PMZPX (PIMCO MORTGAGE OPPORTUNITIES FUND CLASS P) |
-0.83%
Oct 2020 – Oct 2023 |
0.81%
Oct 2017 – Oct 2022 |
2.47%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PMZPX (PIMCO MORTGAGE OPPORTUNITIES FUND CLASS P) |
7.28%
Oct 2022 – Oct 2025 |
4.62%
Nov 2012 – Nov 2017 |
3.82%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart