# PIMCO Mortgage Opportunities and BdInstl (PMZIX)

> Source: Nexqual · https://nexqual.com/PMZIX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, PIMCO Mortgage Opportunities and BdInstl (PMZIX), nexqual.com/PMZIX" · informational, not investment advice.

**Price:** USD 8.94 (-0.11% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 8.95 · day 8.94–8.94 · 52w 8.84–9.5 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y -0.1% vs S&P 500 +13.4%; 5Y +13.1% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -0.1% | +13.1% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | -0.1% | +2.5% |
| Volatility (annualized) | 3.8% | 4.3% |
| Max drawdown | -4.2% (Feb 2026→Sep 2026) | -9.2% (Nov 2021→Oct 2022) |

## Peers
NLSIX (Neuberger Berman Long Short Fd ) USD 20.61 -0.00% · NPSFX (Nuveen Preferred Securities Fun) USD 15.47 -0.00% · PIMIX (PIMCO Income Fund Institutional) USD 10.46 -0.00% · MZLSX (Muzinich Low Duration Fund - Su) USD 9.37 +0.00% · PFIUX (PIMCO Dynamic Bond Fund Class I) USD 9.92 -0.00%

## More
Full page: https://nexqual.com/PMZIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt