PIMCO RAFI Financials
| MFDX Etf | USD 32.88 0.04 0.12% |
Net Expense Ratio 0.0039 | 3 y Sharp Ratio 0.2 |
PIMCO |
The data published in PIMCO RAFI's official financial statements typically reflect PIMCO RAFI's business processes, product offerings, services, and other fundamental events. However, there are additional fundamental indicators that are easier to understand and visualize along the underlying realities that are driving PIMCO RAFI's quantitative information. For example, before you start analyzing numbers published by PIMCO accountants, it's essential to understand PIMCO RAFI's liquidity, profitability, and earnings quality within the context of the PIMCO space in which it operates.
Please note, the imprecision that can be found in PIMCO RAFI's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of PIMCO RAFI Dynamic. Check PIMCO RAFI's Beneish M Score to see the likelihood of PIMCO RAFI's management manipulating its earnings.
PIMCO RAFI Etf Summary
PIMCO RAFI competes with PIMCO RAFI, PIMCO RAFI, JPMorgan Diversified, JPMorgan Diversified, and FlexShares International. The fund seeks to achieve its investment objective by investing at least 80 percent of its total assets in the component securities of the RAFI Dynamic Multi-Factor Developed Ex-U.S. Pimco RAFI is traded on NYSEARCA Exchange in the United States.| Instrument | USA Etf View All |
| Exchange | NYSE ARCA Exchange |
| ISIN | US72202L3713 |
| CUSIP | 72202L371 |
| Region | Global ex-U.S. |
| Investment Issuer | PIMCO |
| Etf Family | PIMCO |
| Fund Category | Broad Equity |
| Portfolio Concentration | Strategy |
| Benchmark | Dow Jones Industrial |
| Phone | NA |
| Currency | USD - US Dollar |
PIMCO RAFI Key Financial Ratios
PIMCO Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining PIMCO RAFI's current stock value. Our valuation model uses many indicators to compare PIMCO RAFI value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across PIMCO RAFI competition to find correlations between indicators driving PIMCO RAFI's intrinsic value. More Info.PIMCO RAFI Dynamic is rated number one ETF in beta as compared to similar ETFs. It also is rated number one ETF in one year return as compared to similar ETFs reporting about 12.55 of One Year Return per Beta. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the PIMCO RAFI's earnings, one of the primary drivers of an investment's value.PIMCO RAFI Dynamic Systematic Risk
PIMCO RAFI's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. PIMCO RAFI volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on PIMCO RAFI Dynamic correlated with the market. If Beta is less than 0 PIMCO RAFI generally moves in the opposite direction as compared to the market. If PIMCO RAFI Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one PIMCO RAFI Dynamic is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of PIMCO RAFI is generally in the same direction as the market. If Beta > 1 PIMCO RAFI moves generally in the same direction as, but more than the movement of the benchmark.
Steps to analyze company Financials for Investing
There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as PIMCO RAFI is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of PIMCO has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it. In summary, you can determine if PIMCO RAFI's financials are consistent with your investment objective using the following steps:- Review PIMCO RAFI's balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
- Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
- Study the cash flow inflows and outflows to understand PIMCO RAFI's liquidity and solvency.
- Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
- Compare PIMCO RAFI's financials to those of its peers to see how it stacks up and identify any potential red flags.
- Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if PIMCO RAFI's stock is overvalued or undervalued.
PIMCO RAFI Thematic Clasifications
PIMCO RAFI Dynamic is part of several thematic ideas from Strategy ETFs to Broad Equity ETFs. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasPIMCO RAFI March 19, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of PIMCO RAFI help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of PIMCO RAFI Dynamic. We use our internally-developed statistical techniques to arrive at the intrinsic value of PIMCO RAFI Dynamic based on widely used predictive technical indicators. In general, we focus on analyzing PIMCO Etf price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build PIMCO RAFI's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8345 | |||
| Information Ratio | 0.2245 | |||
| Maximum Drawdown | 3.92 | |||
| Value At Risk | (0.94) | |||
| Potential Upside | 1.3 |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in PIMCO RAFI Dynamic. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.
The market value of PIMCO RAFI Dynamic is measured differently than its book value, which is the value of PIMCO that is recorded on the company's balance sheet. Investors also form their own opinion of PIMCO RAFI's value that differs from its market value or its book value, called intrinsic value, which is PIMCO RAFI's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because PIMCO RAFI's market value can be influenced by many factors that don't directly affect PIMCO RAFI's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between PIMCO RAFI's value and its price as these two are different measures arrived at by different means. Investors typically determine if PIMCO RAFI is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, PIMCO RAFI's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.