PMZIX vs. CLMVX

In the year-to-date period, PMZIX achieves a 2.56% return, which is significantly lower than CLMVX's 4.50% return. Over the past 10 years, PMZIX has outperformed CLMVX with an annualized return of 3.34%, while CLMVX has yielded a comparatively lower 2.84% annualized return.

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PMZIX has a 0.60% expense ratio, which is lower than CLMVX's 0.70% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PIMCO Mortgage Opportunities and Bond Fund (PMZIX) and Columbia Mortgage Opportunities Fund (CLMVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current PMZIX Sharpe Ratio is 1.77, which is comparable to the CLMVX Sharpe Ratio of 1.91. The chart below compares the historical Sharpe Ratios of PMZIX and CLMVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PMZIX's dividend yield for the trailing twelve months is around 7.19%, more than CLMVX's 6.14% yield.

The maximum PMZIX drawdown since its inception was -9.46%, smaller than the maximum CLMVX drawdown of -22.59%. Use the drawdown chart below to compare losses from any high point for PMZIX and CLMVX. For additional features, visit the drawdowns tool.