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PIMCO Mortgage Opportunities Instl (PMZIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.23-0.01 (-0.11%)
At close: 06:46PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.44%
5-year average return2.14%
Number of years up10
Number of years down1
Best 1-yr total return (21 Apr 2024)6.94%
Worst 1-yr total return (21 Apr 2024)N/A
Best 3-yr total return6.94%
Worst 3-yr total return0.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPMZIXCategory
YTD1.53%1.90%
1-month1.06%0.35%
3-month1.53%1.41%
1-year6.57%7.92%
3-year0.93%3.65%
5-year2.40%3.77%
10-year3.13%2.82%
Last bull market3.65%6.13%
Last bear market-4.17%-3.74%

Annual total return (%) history

Year
PMZIXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20241.53%N/AN/AN/A
20231.89%1.23%-0.47%4.17%
2022-2.02%-4.17%-1.89%1.12%
20210.41%0.91%0.55%0.19%
2020-3.55%4.92%2.23%1.94%
20191.55%1.28%1.19%0.92%
20180.26%0.54%0.63%0.12%
20171.54%1.81%1.61%0.43%
20160.88%2.01%1.75%0.22%
20151.33%0.63%0.55%0.17%
20142.09%1.64%0.69%0.74%
20131.95%-1.09%1.40%1.17%

Rank in category (by total return)

YTD42
1-month27
3-month42
1-year52
3-year49
5-year53

Load adjusted returns

1-year6.57%
3-year0.93%
5-year2.40%
10-year3.13%