Pimco New York Fund Manager Performance Evaluation
| PNYPX Fund | USD 10.71 0.02 0.19% |
The fund holds a Beta of 0.0619, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pimco New's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pimco New is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Pimco New York has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Pimco New is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.5450 |
Pimco |
Pimco New Relative Risk vs. Return Landscape
If you would invest 1,079 in Pimco New York on October 21, 2024 and sell it today you would lose (8.00) from holding Pimco New York or give up 0.74% of portfolio value over 90 days. Pimco New York is currently producing negative expected returns and takes up 0.2798% volatility of returns over 90 trading days. Put another way, 2% 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 New Current Valuation
Fairly Valued
Today
Please note that Pimco New's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pimco New York holds a recent Real Value of $10.73 per share. The prevailing price of the fund is $10.71. We determine the value of Pimco New York 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 New is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pimco Mutual Fund. However, Pimco New'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 10.71 | Real 10.73 | Hype 10.71 |
The intrinsic value of Pimco New'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 New'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 New York 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 New more accurately as focusing exclusively on Pimco New's fundamentals will not take into account other important factors: Pimco New Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pimco New's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pimco New York, and traders can use it to determine the average amount a Pimco New'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 = -0.0415
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PNYPX |
Estimated Market Risk
| 0.28 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Pimco New 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 New by adding Pimco New to a well-diversified portfolio.
Pimco New Fundamentals Growth
Pimco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pimco New, and Pimco New 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 | 491.05 M | ||||
About Pimco New Performance
Evaluating Pimco New's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pimco New 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 New 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 normally invests at least 80 percent of its assets in debt securities whose interest is, in the opinion of bond counsel for the issuer at the time of issuance, exempt from regular federal income tax and New York income tax . It may invest without limitation in private activity bonds whose interest is a tax-preference item for purposes of the federal alternative minimum tax . The fund may invest in derivative instruments. It is non-diversified.Things to note about Pimco New York performance evaluation
Checking the ongoing alerts about Pimco New for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pimco New York help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pimco New York generated a negative expected return over the last 90 days | |
| The fund generated three year return of 0.0% | |
| Pimco New York maintains about 13.87% of its assets in cash |
- Analyzing Pimco New'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 New's stock is overvalued or undervalued compared to its peers.
- Examining Pimco New'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 New's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pimco New's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pimco New's mutual fund. These opinions can provide insight into Pimco New's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pimco Mutual Fund
Pimco New 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 New security.
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