Pimco Energy Tactical Fund Manager Performance Evaluation
| PDX Fund | 23.91 0.56 2.40% |
The fund holds a Beta of 0.96, which implies possible diversification benefits within a given portfolio. Pimco Energy returns are very sensitive to returns on the market. As the market goes up or down, Pimco Energy is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Pimco Energy Tactical has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Pimco Energy is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | PDX An Energy Infrastructure-Bond Fund Hybrid That Looks Very Expensive - Seeking Alpha | 01/13/2025 |
2 | Black homeownership nonprofit on plans for 2.5M 1803 Fund grant - The Business Journals | 01/23/2025 |
3 | Is PIMCO Dynamic Income Strategy Fund Among Stocks With At Least 20 Million In Insider Spending Recently - Insider Monkey | 03/04/2025 |
Pimco |
Pimco Energy Relative Risk vs. Return Landscape
If you would invest 2,480 in Pimco Energy Tactical on December 15, 2024 and sell it today you would lose (89.00) from holding Pimco Energy Tactical or give up 3.59% of portfolio value over 90 days. Pimco Energy Tactical is generating 0.0036% of daily returns assuming volatility of 3.6564% on return distribution over 90 days investment horizon. In other words, 32% of funds are less volatile than Pimco, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Pimco Energy Current Valuation
Undervalued
Today
Please note that Pimco Energy's price fluctuation is not too volatile at this time. At this time, the fund appears to be undervalued. Pimco Energy Tactical holds a recent Real Value of USD24.72 per share. The prevailing price of the fund is USD23.91. We determine the value of Pimco Energy Tactical from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued funds and dropping overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
Since Pimco Energy is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pimco Fund. However, Pimco Energy'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 23.91 | Real 24.72 | Hype 23.91 |
The intrinsic value of Pimco Energy'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 Energy'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 Energy Tactical helps investors to forecast how Pimco 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 Energy more accurately as focusing exclusively on Pimco Energy's fundamentals will not take into account other important factors: Pimco Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pimco Energy's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Pimco Energy Tactical, and traders can use it to determine the average amount a Pimco Energy'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 = 0.001
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PDX |
Estimated Market Risk
| 3.66 actual daily | 32 68% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Pimco Energy 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 Energy by adding Pimco Energy to a well-diversified portfolio.
Pimco Energy Fundamentals Growth
Pimco Fund prices reflect investors' perceptions of the future prospects and financial health of Pimco Energy, and Pimco Energy 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 Fund performance.
About Pimco Energy Performance
Evaluating Pimco Energy's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pimco Energy 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 Energy 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.
Pimco Energy is entity of United States. It is traded as Fund on NYSE exchange.Things to note about Pimco Energy Tactical performance evaluation
Checking the ongoing alerts about Pimco Energy for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Pimco Energy Tactical help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pimco Energy had very high historical volatility over the last 90 days | |
| Latest headline from news.google.com: Is PIMCO Dynamic Income Strategy Fund Among Stocks With At Least 20 Million In Insider Spending Recently - Insider Monkey |
- Analyzing Pimco Energy'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 Energy's stock is overvalued or undervalued compared to its peers.
- Examining Pimco Energy'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 Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pimco Energy's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Pimco Energy's fund. These opinions can provide insight into Pimco Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pimco Fund
Pimco Energy financial ratios help investors to determine whether Pimco 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 Energy security.
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance |