Pimco All Five Year Return vs. Three Year Return
| PATRX Fund | USD 11.15 0.03 0.27% |
For Pimco All profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Pimco All to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Pimco All Asset utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Pimco All's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Pimco All Asset over time as well as its relative position and ranking within its peers.
Pimco |
Pimco All Asset Three Year Return vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Pimco All's current stock value. Our valuation model uses many indicators to compare Pimco All value to that of its competitors to determine the firm's financial worth. Pimco All Asset is rated top fund in five year return among similar funds. It also is rated top fund in three year return among similar funds reporting about 0.20 of Three Year Return per Five Year Return. The ratio of Five Year Return to Three Year Return for Pimco All Asset is roughly 4.89 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Pimco All's earnings, one of the primary drivers of an investment's value.Pimco Three Year Return vs. Five Year Return
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Pimco All |
| = | 4.95 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Pimco All |
| = | 1.01 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Pimco Three Year Return Comparison
Pimco All is currently under evaluation in three year return among similar funds.
Pimco All Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Pimco All, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Pimco All will eventually generate negative long term returns. The profitability progress is the general direction of Pimco All's change in net profit over the period of time. It can combine multiple indicators of Pimco All, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund is a fund of funds, which is a term used to describe mutual funds that pursue their investment objective by investing in other funds. It seeks to achieve its investment objective by investing substantially all of its assets in the least expensive class of shares of any actively managed or smart beta funds of the Trust, or PIMCO ETF Trust or PIMCO Equity Series, each an affiliated open-end investment company, except other funds of funds. It is non-diversified.
Pimco Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Pimco All. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Pimco All position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Pimco All's important profitability drivers and their relationship over time.
Use Pimco All in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Pimco All position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Pimco All will appreciate offsetting losses from the drop in the long position's value.Pimco All Pair Trading
Pimco All Asset Pair Trading Analysis
The ability to find closely correlated positions to Pimco All could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Pimco All when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Pimco All - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Pimco All Asset to buy it.
The correlation of Pimco All is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Pimco All moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Pimco All Asset moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Pimco All can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Pimco All position
In addition to having Pimco All in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Cigarettes Thematic Idea Now
Cigarettes
Tobacco makers and distributors across globe. The Cigarettes theme has 39 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Cigarettes Theme or any other thematic opportunities.
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Other Information on Investing in Pimco Mutual Fund
To fully project Pimco All's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Pimco All Asset at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Pimco All's income statement, its balance sheet, and the statement of cash flows.
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