Pimco Equity Series Fund Manager Performance Evaluation
| PBLLX Fund | 12.77 0.15 1.16% |
The fund holds a Beta of 0.65, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Pimco Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pimco Equity is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Pimco Equity Series has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential indicators, Pimco Equity is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Italy Pitches 200 Billion Investment Plan to Tap Private Funds - Bloomberg | 03/10/2025 |
Pimco |
Pimco Equity Relative Risk vs. Return Landscape
If you would invest 1,338 in Pimco Equity Series on December 14, 2024 and sell it today you would lose (61.00) from holding Pimco Equity Series or give up 4.56% of portfolio value over 90 days. Pimco Equity Series is currently producing negative expected returns and takes up 0.8438% volatility of returns over 90 trading days. Put another way, 7% 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 Equity Current Valuation
Overvalued
Today
Please note that Pimco Equity's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the fund is overvalued. Pimco Equity Series holds a recent Real Value of USD11.64 per share. The prevailing price of the fund is USD12.77. Our model determines the value of Pimco Equity Series from analyzing the fund technical indicators and probability of bankruptcy. In general, investors 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 Equity is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pimco Mutual Fund. However, Pimco Equity'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 12.77 | Real 11.64 | Hype 12.75 |
The intrinsic value of Pimco Equity'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 Equity'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 Equity Series 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 Equity more accurately as focusing exclusively on Pimco Equity's fundamentals will not take into account other important factors: Pimco Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pimco Equity's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pimco Equity Series, and traders can use it to determine the average amount a Pimco Equity'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 = -0.0895
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PBLLX |
Estimated Market Risk
| 0.84 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.08 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Pimco Equity 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 Equity by adding Pimco Equity to a well-diversified portfolio.
Pimco Equity Fundamentals Growth
Pimco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pimco Equity, and Pimco Equity 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 Equity Performance
Evaluating Pimco Equity's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pimco Equity 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 Equity 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 is intended for investors seeking professional management of a comprehensive asset allocation strategy for retirement savings. The fund is managed for shareholders that plan to retire or begin withdrawing assets around the year 2065, the funds target year. This is the self-elected year of retirement for the investors in the fund.Things to note about Pimco Equity Series performance evaluation
Checking the ongoing alerts about Pimco Equity for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pimco Equity Series help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pimco Equity Series generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Italy Pitches 200 Billion Investment Plan to Tap Private Funds - Bloomberg | |
| The fund maintains all of the assets in different exotic instruments |
- Analyzing Pimco Equity'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 Equity's stock is overvalued or undervalued compared to its peers.
- Examining Pimco Equity'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 Equity's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pimco Equity's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pimco Equity's mutual fund. These opinions can provide insight into Pimco Equity's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pimco Mutual Fund
Pimco Equity 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 Equity security.
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