(PMBS) PIMCO Mortgage-Backed - NASDAQ

ETF Category: Government Mortgage-Backed Bond | Exchange: NASDAQ (USA) | Market Cap: 1.357m USD | Total Return: 6.8% in 12m

Mortgage Bonds, Government Securities, Derivatives, Fixed Income
Total Rating 52
Safety 71
Buy Signal -0.73
Government Mortgage-Backed Bond
Category Rotation: -1.7
AUM: 1.36B
Avg Turnover: 5.30M
Risk 3d forecast
Volatility5.16%
VaR 5th Pctl0.93%
VaR vs Median0.36%
Reward TTM
Sharpe Ratio0.60
Rel. Str. IBD31.1
Rel. Str. Peer Group91.7
Character TTM
Beta0.075
Beta Downside0.054
Hurst Exponent0.487
Drawdowns 3y
Max DD4.35%
CAGR/Max DD0.94
CAGR/Mean DD3.56

Warnings

Choppy

Tailwinds

No distinct edge detected

Description: PMBS PIMCO Mortgage-Backed

The PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (PMBS) is an actively managed ETF primarily focused on mortgage-related fixed income instruments. Under normal market conditions, the fund allocates at least 80% of its assets to a diversified portfolio of mortgage-backed securities (MBS) with varying maturities. To achieve its investment objectives, the fund utilizes direct bond holdings as well as derivatives, including options, futures, and swap agreements.

The mortgage-backed securities sector functions by pooling individual home loans into investable vehicles, providing liquidity to the broader housing market. Agency MBS, a core component of this asset class, are typically backed by government-sponsored enterprises, which reduces credit risk relative to corporate debt while offering yields generally higher than comparable U.S. Treasuries. Investors can find detailed performance metrics and risk assessments for PMBS on ValueRay.

Headlines to Watch Out For
  • Federal Reserve interest rate policy dictates mortgage-backed security valuations
  • Mortgage spread volatility impacts net asset value and total returns
  • Prepayment risk fluctuates with consumer refinancing activity and housing demand
  • Active management strategy targets alpha via complex derivative and forward positioning
What is the price of PMBS shares?

As of June 20, 2026, the stock is trading at USD 49.30 with a total of 75,900 shares traded.
Over the past week, the price has changed by -0.08%, over one month by +1.74%, over three months by +0.37% and over the past year by +6.84%.

Is PMBS a buy, sell or hold?

PIMCO Mortgage-Backed has no consensus analysts rating.