Pimco Low Competition

PFNIX Fund

USD 8.11 0.02 0.25%

Pimco Low Duration competes with Aqr Large, Fundamental Large, Dunham Large, Transamerica Large, and Cb Large; as well as few others. The fund is listed under Short-Term Bond category and is part of PIMCO family. Analyzing Pimco Low competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Pimco Low to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Pimco Low Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Pimco Low competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
7.96	8.11	8.26

Details

Intrinsic

Valuation

Low	Real	High
7.30	7.45	8.92

Details

Pimco Low Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Pimco Low and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Pimco and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Pimco Low Duration does not affect the price movement of the other competitor.

	AMONX	TAGRX	DALVX	TWQZX	CBLSX
AMONX		0.97	0.94	0.94	0.92	AMONX
TAGRX	0.97		0.91	0.9	0.94	TAGRX
DALVX	0.94	0.91		0.99	0.9	DALVX
TWQZX	0.94	0.9	0.99		0.89	TWQZX
CBLSX	0.92	0.94	0.9	0.89		CBLSX
	AMONX	TAGRX	DALVX	TWQZX	CBLSX

Click cells to compare fundamentals

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Risk-Adjusted Indicators

There is a big difference between Pimco Mutual Fund performing well and Pimco Low Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Pimco Low's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
AMONX	0.70	0.02	0.02	0.14	0.85	(0.73)	1.63	(1.30)	4.55
TAGRX	0.59	(0.01)	(0.03)	0.10	0.74	(0.59)	0.99	(1.43)	4.03
DALVX	0.49	0.09	(0.03)	4.05	0.34	(0.57)	1.08	(0.78)	3.25
TWQZX	0.49	0.08	(0.06)	3.59	0.35	(0.60)	1.16	(0.75)	3.48
CBLSX	0.49	(0.02)	(0.09)	0.08	0.51	(0.56)	0.94	(1.01)	2.58

Unable to evaluate fundamental data of [AMONX, TAGRX, DALVX, TWQZX, CBLSX] at this time. Please try again later

All Fundamental Data

Pimco Low Competitive Analysis

The better you understand Pimco Low competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Pimco Low's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Pimco Low's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	PFNIX	AMONX	TAGRX	DALVX	TWQZX	CBLSX
	0.25 8.11 Pimco	0.62 25.66 Aqr	0.39 76.78 FUNDAMENTAL	0.05 21.32 Dunham	0.13 15.64 Transamerica	0.21 14.36 CBLSX
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	OK	Good	OK	Good	OK	Modest
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Over Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Strong Hold	Strong Hold	Strong Buy	Sell	Strong Hold
Net Asset	8.94 B	715.5 M	5.12 B	152.7 M	2.38 B	216.17 M
Price To Book	N/A	N/A	2.01 X	1.92 X	1.75 X	2.10 X
Five Year Return	3.48 %	16.04 %	14.46 %	10.68 %	12.21 %	11.55 %
One Year Return	9.14 %	39.94 %	30.15 %	30.06 %	31.87 %	28.86 %
Last Dividend Paid	0.02	N/A	N/A	0.12	0.02	N/A
Price To Earning	N/A	N/A	10.92 X	16.30 X	16.14 X	16.43 X
Price To Sales	N/A	N/A	1.79 X	1.33 X	1.62 X	1.07 X
Cash Position Weight	(27.44) %	0.88 %	0.28 %	2.86 %	2.18 %	1.68 %
Equity Positions Weight	0.64 %	94.90 %	99.72 %	97.14 %	97.82 %	98.32 %
Three Year Return	3.23 %	8.20 %	6.62 %	7.89 %	9.78 %	9.59 %
Annual Yield	0.05 %	0.01 %	0 %	0.01 %	0.01 %	0.01 %
Year To Date Return	6.70 %	33.47 %	21.84 %	22.13 %	23.64 %	19.21 %
Bond Positions Weight	14.07 %	N/A	N/A	N/A	N/A	N/A
Ten Year Return	3.46 %	12.34 %	10.81 %	8.20 %	N/A	9.59 %
Daily Balance Of Power	9.2 T	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	(9,223,372,036,855)	9.2 T
Day Typical Price	8.11	25.66	76.78	21.32	15.64	14.36
Period Momentum Indicator	0.02	(0.16)	(0.30)	(0.01)	(0.02)	0.03
Rate Of Daily Change	1.0	0.99	1.0	1.0	1.0	1.0
Day Median Price	8.11	25.66	76.78	21.32	15.64	14.36
Price Action Indicator	0.01	(0.08)	(0.15)	(0.01)	(0.01)	0.015
Coefficient Of Variation	798.81	652.45	809.4	602.56	693.49	898.04
Mean Deviation	0.1135	0.6969	0.5865	0.4873	0.4926	0.4929
Jensen Alpha	0.0074	0.0206	(0.01)	0.0938	0.0823	(0.02)
Total Risk Alpha	(0.01)	(0.01)	(0.03)	(0.0001)	(0.01)	(0.03)
Sortino Ratio	(0.56)	0.0241	(0.03)	(0.03)	(0.06)	(0.09)
Downside Variance	0.036	1.14	0.7501	0.2919	0.2978	0.3983
Standard Deviation	0.1511	0.9857	0.7824	0.6418	0.6592	0.6176
Kurtosis	0.7445	2.46	1.72	2.48	3.41	(0.02)
Potential Upside	0.2475	1.63	0.9876	1.08	1.16	0.938
Treynor Ratio	0.6856	0.1351	0.099	4.05	3.59	0.0825
Maximum Drawdown	0.7463	4.55	4.03	3.25	3.48	2.58
Variance	0.0228	0.9716	0.6122	0.4119	0.4346	0.3814
Market Risk Adjusted Performance	0.6956	0.1451	0.109	4.06	3.6	0.0925
Risk Adjusted Performance	0.0552	0.1197	0.0949	0.1252	0.1089	0.0829
Skewness	(0.03)	(0.27)	(0.19)	0.8127	1.06	(0.07)
Semi Deviation	0.0	0.852	0.7368	0.3354	0.3499	0.5149
Information Ratio	(0.70)	0.0261	(0.04)	(0.03)	(0.05)	(0.09)
Value At Risk	(0.25)	(1.30)	(1.43)	(0.78)	(0.75)	(1.01)
Expected Short fall	(0.17)	(0.73)	(0.59)	(0.57)	(0.60)	(0.56)
Downside Deviation	0.1898	1.07	0.8661	0.5403	0.5457	0.6311
Semi Variance	(0)	0.7258	0.5429	0.1125	0.1224	0.2651

Pimco Low Competition Performance Charts

Five steps to successful analysis of Pimco Low Competition

Pimco Low's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Pimco Low Duration in relation to its competition. Pimco Low's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Pimco Low in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Pimco Low's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Pimco Low Duration, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Pimco Low position

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Other Information on Investing in Pimco Mutual Fund

Pimco Low financial ratios help investors to determine whether Pimco Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pimco with respect to the benefits of owning Pimco Low security.

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