Pimco Etf Trust Etf Performance
| LONZ Etf | USD 50.31 0.08 0.16% |
The etf holds a Beta of 0.0039, which implies not very significant fluctuations relative to the market. As returns on the market increase, PIMCO ETF's returns are expected to increase less than the market. However, during the bear market, the loss of holding PIMCO ETF is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days PIMCO ETF Trust has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong basic indicators, PIMCO ETF is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
PIMCO |
PIMCO ETF Relative Risk vs. Return Landscape
If you would invest 5,047 in PIMCO ETF Trust on December 21, 2024 and sell it today you would lose (8.00) from holding PIMCO ETF Trust or give up 0.16% of portfolio value over 90 days. PIMCO ETF Trust is currently does not generate positive expected returns and assumes 0.1151% risk (volatility on return distribution) over the 90 days horizon. In different words, 1% of etfs are less volatile than PIMCO, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
PIMCO ETF Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for PIMCO ETF's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as PIMCO ETF Trust, and traders can use it to determine the average amount a PIMCO ETF'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 = -0.0224
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LONZ |
Estimated Market Risk
| 0.12 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average PIMCO ETF is not performing at its full potential. However, 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 ETF by adding PIMCO ETF to a well-diversified portfolio.
PIMCO ETF Fundamentals Growth
PIMCO Etf prices reflect investors' perceptions of the future prospects and financial health of PIMCO ETF, and PIMCO ETF 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 Etf performance.
About PIMCO ETF Performance
Evaluating PIMCO ETF's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if PIMCO ETF 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 ETF 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 seeks to achieve its investment objective by investing, under normal circumstances, at least 80 percent of its assets in a diversified portfolio of Senior Loans, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. Pimco Senior is traded on NYSEARCA Exchange in the United States.| PIMCO ETF Trust generated a negative expected return over the last 90 days | |
| The fund maintains most of the assets in different exotic instruments. |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in PIMCO ETF Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. For more information on how to buy PIMCO Etf please use our How to Invest in PIMCO ETF guide.You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
The market value of PIMCO ETF Trust 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 ETF's value that differs from its market value or its book value, called intrinsic value, which is PIMCO ETF'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 ETF's market value can be influenced by many factors that don't directly affect PIMCO ETF'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 ETF's value and its price as these two are different measures arrived at by different means. Investors typically determine if PIMCO ETF is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, PIMCO ETF'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.