Pimco Investment Grade Fund Five Year Return
PCNNX Fund | USD 9.05 0.03 0.33% |
Pimco Investment Grade fundamentals help investors to digest information that contributes to Pimco Investment's financial success or failures. It also enables traders to predict the movement of Pimco Mutual Fund. The fundamental analysis module provides a way to measure Pimco Investment's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Pimco Investment mutual fund.
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Pimco Investment Grade Mutual Fund Five Year Return Analysis
Pimco Investment's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Pimco Investment Five Year Return | 0.05 % |
Most of Pimco Investment's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Pimco Investment Grade is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, Pimco Investment Grade has a Five Year Return of 0.0483%. This is 98.26% lower than that of the PIMCO family and significantly higher than that of the Corporate Bond category. The five year return for all United States funds is notably lower than that of the firm.
Pimco Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Pimco Investment's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Pimco Investment could also be used in its relative valuation, which is a method of valuing Pimco Investment by comparing valuation metrics of similar companies.Pimco Investment is currently under evaluation in five year return among similar funds.
Pimco Fundamentals
Total Asset | 122.35 M | |||
Annual Yield | 0.04 % | |||
Year To Date Return | 3.33 % | |||
One Year Return | 8.56 % | |||
Three Year Return | (1.80) % | |||
Five Year Return | 0.05 % | |||
Ten Year Return | 6.09 % | |||
Net Asset | 12.24 B | |||
Last Dividend Paid | 0.03 | |||
Cash Position Weight | (53.68) % | |||
Equity Positions Weight | (0.17) % | |||
Bond Positions Weight | 26.53 % |
About Pimco Investment Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Pimco Investment Grade's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Pimco Investment using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Pimco Investment Grade based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Pimco Mutual Fund
Pimco Investment 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 Investment security.
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