Pimco Moditiesplus Strategy Fund Manager Performance Evaluation
| PCLPX Fund | USD 6.58 0.02 0.30% |
The fund holds a Beta of -0.21, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Pimco Moditiesplus are expected to decrease at a much lower rate. During the bear market, Pimco Moditiesplus is likely to outperform the market.
Risk-Adjusted Performance
5 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Pimco Moditiesplus Strategy are ranked lower than 5 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Pimco Moditiesplus is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.9300 |
Pimco |
Pimco Moditiesplus Relative Risk vs. Return Landscape
If you would invest 630.00 in Pimco Moditiesplus Strategy on September 12, 2024 and sell it today you would earn a total of 28.00 from holding Pimco Moditiesplus Strategy or generate 4.44% return on investment over 90 days. Pimco Moditiesplus Strategy is currently producing 0.074% returns and takes up 1.0026% volatility of returns over 90 trading days. Put another way, 8% 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 Moditiesplus Current Valuation
Overvalued
Today
Please note that Pimco Moditiesplus' price fluctuation is not too volatile at this time. At this time, the fund appears to be overvalued. Pimco Moditiesplus holds a recent Real Value of $6.06 per share. The prevailing price of the fund is $6.58. We determine the value of Pimco Moditiesplus 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 Moditiesplus is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pimco Mutual Fund. However, Pimco Moditiesplus' 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 6.58 | Real 6.06 | Hype 6.58 | Naive 6.51 |
The intrinsic value of Pimco Moditiesplus' 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 Moditiesplus' 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 Moditiesplus Strategy 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 Moditiesplus more accurately as focusing exclusively on Pimco Moditiesplus' fundamentals will not take into account other important factors: Pimco Moditiesplus Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pimco Moditiesplus' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pimco Moditiesplus Strategy, and traders can use it to determine the average amount a Pimco Moditiesplus' 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 = 0.0738
| Best Portfolio | Best Equity | |||
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| Cash | PCLPX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.0 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Pimco Moditiesplus is performing at about 5% 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 Moditiesplus by adding it to a well-diversified portfolio.
Pimco Moditiesplus Fundamentals Growth
Pimco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pimco Moditiesplus, and Pimco Moditiesplus 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 | 4.6 B | |||
About Pimco Moditiesplus Performance
Evaluating Pimco Moditiesplus' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pimco Moditiesplus 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 Moditiesplus 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 in commodity-linked derivative instruments backed by an actively managed, low volatility portfolio of Fixed Income Instruments, and may also invest directly in commodities. Fixed Income Instruments include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.Things to note about Pimco Moditiesplus performance evaluation
Checking the ongoing alerts about Pimco Moditiesplus for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pimco Moditiesplus help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated-4.0 ten year return of -4.0% | |
| Pimco Moditiesplus maintains about 37.49% of its assets in cash |
- Analyzing Pimco Moditiesplus' 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 Moditiesplus' stock is overvalued or undervalued compared to its peers.
- Examining Pimco Moditiesplus' 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 Moditiesplus' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pimco Moditiesplus' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pimco Moditiesplus' mutual fund. These opinions can provide insight into Pimco Moditiesplus' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pimco Mutual Fund
Pimco Moditiesplus 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 Moditiesplus security.
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