Pimco Moditiesplus Strategy Fund Manager Performance Evaluation

PCLAX Fund  USD 6.31  0.07  1.12%   
The fund holds a Beta of 0.15, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pimco Commoditiesplus' returns are expected to increase less than the market. However, during the bear market, the loss of holding Pimco Commoditiesplus is expected to be smaller as well.

Risk-Adjusted Performance

4 of 100

 
Weak
 
Strong
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Pimco Moditiesplus Strategy are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Pimco Commoditiesplus is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more
Expense Ratio Date1st of August 2022
Expense Ratio1.2800
  

Pimco Commoditiesplus Relative Risk vs. Return Landscape

If you would invest  605.00  in Pimco Moditiesplus Strategy on September 5, 2024 and sell it today you would earn a total of  22.00  from holding Pimco Moditiesplus Strategy or generate 3.64% return on investment over 90 days. Pimco Moditiesplus Strategy is currently producing 0.0622% returns and takes up 1.0577% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Pimco, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Pimco Commoditiesplus is expected to generate 2.54 times less return on investment than the market. In addition to that, the company is 1.42 times more volatile than its market benchmark. It trades about 0.06 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.21 per unit of volatility.

Pimco Commoditiesplus Current Valuation

Fairly Valued
Today
6.31
Please note that Pimco Commoditiesplus' price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Pimco Commoditiesplus holds a recent Real Value of $6.3 per share. The prevailing price of the fund is $6.31. We determine the value of Pimco Commoditiesplus from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Pimco Commoditiesplus is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pimco Mutual Fund. However, Pimco Commoditiesplus' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  6.31 Real  6.3 Hype  6.31 Naive  6.27
The intrinsic value of Pimco Commoditiesplus' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Pimco Commoditiesplus' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
6.30
Real Value
7.36
Upside
Estimating the potential upside or downside of Pimco Moditiesplus Strategy helps investors to forecast how Pimco mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Pimco Commoditiesplus more accurately as focusing exclusively on Pimco Commoditiesplus' fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
6.246.296.34
Details
Hype
Prediction
LowEstimatedHigh
5.256.317.37
Details
Naive
Forecast
LowNext ValueHigh
5.216.277.33
Details

Pimco Commoditiesplus Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Pimco Commoditiesplus' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pimco Moditiesplus Strategy, and traders can use it to determine the average amount a Pimco Commoditiesplus' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0588

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashPCLAXAverage RiskHigh RiskHuge Risk
Negative Returns

Estimated Market Risk

 1.06
  actual daily
9
91% of assets are more volatile

Expected Return

 0.06
  actual daily
1
99% of assets have higher returns

Risk-Adjusted Return

 0.06
  actual daily
4
96% of assets perform better
Based on monthly moving average Pimco Commoditiesplus is performing at about 4% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Pimco Commoditiesplus by adding it to a well-diversified portfolio.

Pimco Commoditiesplus Fundamentals Growth

Pimco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pimco Commoditiesplus, and Pimco Commoditiesplus fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Pimco Mutual Fund performance.

About Pimco Commoditiesplus Performance

Evaluating Pimco Commoditiesplus' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pimco Commoditiesplus has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Pimco Commoditiesplus has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests in commodity-linked derivative instruments backed by an actively managed, low volatility portfolio of Fixed Income Instruments, and may also invest directly in commodities. Fixed Income Instruments include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.

Things to note about Pimco Commoditiesplus performance evaluation

Checking the ongoing alerts about Pimco Commoditiesplus for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pimco Commoditiesplus help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund generated-4.0 ten year return of -4.0%
Pimco Commoditiesplus maintains about 37.49% of its assets in cash
Evaluating Pimco Commoditiesplus' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Pimco Commoditiesplus' mutual fund performance include:
  • Analyzing Pimco Commoditiesplus' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Pimco Commoditiesplus' stock is overvalued or undervalued compared to its peers.
  • Examining Pimco Commoditiesplus' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Pimco Commoditiesplus' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pimco Commoditiesplus' management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Pimco Commoditiesplus' mutual fund. These opinions can provide insight into Pimco Commoditiesplus' potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Pimco Commoditiesplus' mutual fund performance is not an exact science, and many factors can impact Pimco Commoditiesplus' mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Pimco Mutual Fund

Pimco Commoditiesplus 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 Commoditiesplus security.
Portfolio File Import
Quickly import all of your third-party portfolios from your local drive in csv format
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Portfolio Manager
State of the art Portfolio Manager to monitor and improve performance of your invested capital
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.