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MONEY
Best savings accounts that offer above inflation rates
Where to find a top-rated deal that works for you
PIMCO Mortgage Opportunities Instl (PMZIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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9.30
+0.03
(+0.32%)
At close: 08:01PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
1.47%
5-year average return
2.31%
Number of years up
10
Number of years down
1
Best 1-yr total return (2 May 2024)
6.94%
Worst 1-yr total return (2 May 2024)
N/A
Best 3-yr total return
6.94%
Worst 3-yr total return
0.09%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
PMZIX
Category
YTD
0.27%
1.90%
1-month
-1.24%
0.35%
3-month
-0.13%
1.41%
1-year
4.75%
7.92%
3-year
0.32%
3.65%
5-year
2.07%
3.77%
10-year
2.96%
2.82%
Last bull market
7.31%
6.13%
Last bear market
-4.17%
-3.74%
Annual total return (%) history
Year
PMZIX
Category
2024
N/A
N/A
2023
6.94%
N/A
2022
-6.84%
N/A
2021
2.06%
N/A
2020
5.46%
3.44%
2019
5.04%
6.69%
2018
1.55%
-1.17%
2017
5.49%
4.06%
2016
4.93%
5.28%
2015
2.70%
-1.41%
2014
5.25%
1.24%
2013
3.45%
0.29%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
1.53%
N/A
N/A
N/A
2023
1.89%
1.23%
-0.47%
4.17%
2022
-2.02%
-4.17%
-1.89%
1.12%
2021
0.41%
0.91%
0.55%
0.19%
2020
-3.55%
4.92%
2.23%
1.94%
2019
1.55%
1.28%
1.19%
0.92%
2018
0.26%
0.54%
0.63%
0.12%
2017
1.54%
1.81%
1.61%
0.43%
2016
0.88%
2.01%
1.75%
0.22%
2015
1.33%
0.63%
0.55%
0.17%
2014
2.09%
1.64%
0.69%
0.74%
2013
1.95%
-1.09%
1.40%
1.17%
Rank in category (by total return)
YTD
55
1-month
63
3-month
61
1-year
58
3-year
51
5-year
54
Load adjusted returns
1-year
4.75%
3-year
0.32%
5-year
2.07%
10-year
2.96%
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