Pimco Unconstrained Bond Fund Manager Performance Evaluation
| PUBAX Fund | USD 10.02 0.02 0.20% |
The fund holds a Beta of 0.0652, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pimco Unconstrained's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pimco Unconstrained is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Pimco Unconstrained Bond are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Pimco Unconstrained is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of August 2022 | |
| Expense Ratio | 1.3100 |
Pimco |
Pimco Unconstrained Relative Risk vs. Return Landscape
If you would invest 988.00 in Pimco Unconstrained Bond on September 16, 2024 and sell it today you would earn a total of 14.00 from holding Pimco Unconstrained Bond or generate 1.42% return on investment over 90 days. Pimco Unconstrained Bond is currently producing 0.0217% returns and takes up 0.1223% volatility of returns over 90 trading days. Put another way, 1% 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 |
Pimco Unconstrained Current Valuation
Overvalued
Today
Please note that Pimco Unconstrained's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Pimco Unconstrained Bond holds a recent Real Value of $9.21 per share. The prevailing price of the fund is $10.02. We determine the value of Pimco Unconstrained Bond 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 Unconstrained is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pimco Mutual Fund. However, Pimco Unconstrained's 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 10.02 | Real 9.21 | Hype 10.02 | Naive 10.03 |
The intrinsic value of Pimco Unconstrained's 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 Unconstrained's 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.
Estimating the potential upside or downside of Pimco Unconstrained Bond 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 Unconstrained more accurately as focusing exclusively on Pimco Unconstrained's fundamentals will not take into account other important factors: Pimco Unconstrained Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pimco Unconstrained's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pimco Unconstrained Bond, and traders can use it to determine the average amount a Pimco Unconstrained's 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 = 0.1776
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PUBAX |
Estimated Market Risk
| 0.12 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 13 87% of assets perform better |
Based on monthly moving average Pimco Unconstrained is performing at about 13% 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 Unconstrained by adding it to a well-diversified portfolio.
Pimco Unconstrained Fundamentals Growth
Pimco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pimco Unconstrained, and Pimco Unconstrained 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.
| Total Asset | 162.86 M | ||||
About Pimco Unconstrained Performance
Evaluating Pimco Unconstrained's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pimco Unconstrained 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 Unconstrained 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 at least 80 percent of its assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. It may invest in both investment-grade securities and high yield securities subject to a maximum of 40 percent of its total assets in securities rated below Baa by Moodys, or equivalently rated by SP or Fitch, or, if unrated, determined by PIMCO to be of comparable quality.Things to note about Pimco Unconstrained Bond performance evaluation
Checking the ongoing alerts about Pimco Unconstrained for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pimco Unconstrained Bond help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 56.51% of its assets in bonds |
- Analyzing Pimco Unconstrained's 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 Unconstrained's stock is overvalued or undervalued compared to its peers.
- Examining Pimco Unconstrained's 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 Unconstrained's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pimco Unconstrained's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pimco Unconstrained's mutual fund. These opinions can provide insight into Pimco Unconstrained's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pimco Mutual Fund
Pimco Unconstrained 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 Unconstrained security.
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