Pimco Income Fund One Year Return
PONRX Fund | USD 10.66 0.02 0.19% |
Pimco Income Fund fundamentals help investors to digest information that contributes to Pimco Income'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 Income'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 Income mutual fund.
Pimco |
Pimco Income Fund Mutual Fund One Year Return Analysis
Pimco Income's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Pimco Income One Year Return | 8.72 % |
Most of Pimco Income's fundamental indicators, such as One 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 Income Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Competition |
Based on the recorded statements, Pimco Income Fund has an One Year Return of 8.7206%. This is 342.91% lower than that of the PIMCO family and significantly higher than that of the Multisector Bond category. The one year return for all United States funds is notably lower than that of the firm.
Pimco One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Pimco Income's direct or indirect competition against its One 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 Income could also be used in its relative valuation, which is a method of valuing Pimco Income by comparing valuation metrics of similar companies.Pimco Income is currently under evaluation in one year return among similar funds.
Pimco Fundamentals
Total Asset | 119.49 B | |||
Annual Yield | 0.06 % | |||
Year To Date Return | 4.64 % | |||
One Year Return | 8.72 % | |||
Three Year Return | 1.52 % | |||
Five Year Return | 2.49 % | |||
Ten Year Return | 6.89 % | |||
Net Asset | 112.95 B | |||
Last Dividend Paid | 0.03 | |||
Cash Position Weight | (31.14) % | |||
Equity Positions Weight | 1.53 % | |||
Bond Positions Weight | 17.58 % |
About Pimco Income Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Pimco Income Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Pimco Income using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Pimco Income Fund 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.
Also Currently Popular
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 Income 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 Income security.
Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
Portfolio File Import Quickly import all of your third-party portfolios from your local drive in csv format |