Sortino ratio is not yet available for PTRIX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.
How it compares to other similar mutual funds
The table compares PIMCO Mortgage-Backed Securities Fund's Sortino Ratio with other mutual funds in the Intermediate Core-Plus Bond category across multiple time periods, showing how PTRIX's risk-adjusted performance compares to similar funds.
Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 3, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| HOBIX | Holbrook Income Fund Class I | 10.66 | |||
| LCTIX | Leader Capital High Quality Income Fund Institutional Shares | 6.05 | |||
| LCTRX | Leader Capital High Quality Floating Rate Fund Investor Shares | 5.58 | |||
| MDVAX | MassMutual Diversified Bond Fund | 4.11 | |||
| AMFIX | AAMA Income Fund | 3.74 | |||
| ARINX | Archer Income Fund | 3.36 | |||
| GUGAX | GMO Multi-Sector Fixed Income Fund | 3.31 | |||
| BILDX | DoubleLine Infrastructure Income Fund | 2.91 | |||
| TSHFX | Transamerica Asset Allocation Short Horizon | 2.88 | |||
| PGSIX | Putnam Mortgage Securities Fund | 2.85 | |||
| PTRIX | PIMCO Mortgage-Backed Securities Fund | — |
Historical Sortino Ratio
The chart shows PTRIX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.
Identify market cycles by observing when PTRIX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.
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