Pimco Floating Competition

PFTPX Fund

USD 8.32 0.02 0.24%

Pimco Floating Income competes with Morningstar Global, Dodge Cox, Us Global, Dws Global, and Jhancock Global; as well as few others. The fund is listed under Short-Term Bond category and is part of PIMCO family. Analyzing Pimco Floating competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Pimco Floating to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Pimco Floating Correlation with its peers.

Pimco Floating vs Gmo Global Correlation

Almost no diversification

The correlation between Pimco Floating Income and GMADX is 0.94 (i.e., Almost no diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Pimco Floating Income and GMADX in the same portfolio, assuming nothing else is changed.

Moving together with Pimco Mutual Fund

0.61	PWLEX	Pimco Rae Worldwide	Pair Corr
0.65	PWLMX	Pimco Rae Worldwide	Pair Corr
0.65	PWLIX	Pimco Rae Worldwide	Pair Corr

Moving against Pimco Mutual Fund

0.65	PFGCX	Long Term Government	Pair Corr
0.63	PFGAX	Long Term Government	Pair Corr

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Hype

Prediction

Low	Estimated	High
8.19	8.32	8.45

Details

Intrinsic

Valuation

Low	Real	High
7.51	7.64	9.15

Details

Naive

Forecast

Low	Next	High
8.18	8.31	8.44

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
8.22	8.28	8.35

Details

Pimco Floating Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Pimco Floating and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Pimco and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Pimco Floating Income does not affect the price movement of the other competitor.

	MSTGX	DODWX	USLUX	DBIWX	JGECX	CBSYX	GMADX
MSTGX		0.92	0.87	0.96	0.93	0.92	0.98	MSTGX
DODWX	0.92		0.98	0.94	0.97	0.95	0.93	DODWX
USLUX	0.87	0.98		0.89	0.93	0.94	0.89	USLUX
DBIWX	0.96	0.94	0.89		0.93	0.92	0.96	DBIWX
JGECX	0.93	0.97	0.93	0.93		0.93	0.93	JGECX
CBSYX	0.92	0.95	0.94	0.92	0.93		0.94	CBSYX
GMADX	0.98	0.93	0.89	0.96	0.93	0.94		GMADX
	MSTGX	DODWX	USLUX	DBIWX	JGECX	CBSYX	GMADX

Risk-Adjusted Indicators

There is a big difference between Pimco Mutual Fund performing well and Pimco Floating Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Pimco Floating's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
MSTGX	0.24	0.03	(0.03)	0.17	0.14	(0.28)	0.51	(0.50)	1.40
DODWX	0.66	0.14	0.19	0.25	0.37	(0.80)	1.28	(0.91)	9.17
USLUX	0.95	0.13	0.13	0.19	0.81	(1.19)	1.84	(1.65)	11.54
DBIWX	0.30	0.01	(0.08)	0.10	0.25	(0.37)	0.70	(0.62)	1.44
JGECX	0.67	0.21	0.22	0.91	0.29	(0.86)	1.49	(1.13)	9.68
CBSYX	0.42	0.04	0.03	0.14	0.32	(0.47)	0.82	(0.74)	5.49
GMADX	0.56	0.09	0.12	0.18	0.46	(0.65)	1.35	(1.10)	3.10

Pimco Floating Competitive Analysis

The better you understand Pimco Floating competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Pimco Floating's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Pimco Floating's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	PFTPX	MSTGX	DODWX	USLUX	DBIWX	JGECX	CBSYX	GMADX
	0.24 8.32 Pimco	0.39 10.28 Morningstar	0.06 16.36 Dodge	0.59 21.99 USLUX	0.34 11.67 Dws	0.61 13.17 Jhancock	0.31 16.15 CBSYX	0.58 36.43 Gmo
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Solid	Good	Good	Good	Good	Fair	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Fairly Valued	Under Valued	Under Valued	Fairly Valued	Under Valued	Fairly Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Hold	Strong Buy	Buy	Hold	Strong Buy	Strong Hold	Strong Buy
Net Asset	3.42 B	212.65 M	12.55 B	46.88 M	166.71 M	778.15 M	245.76 M	722.52 M
Minimum Initial Investment	1000 K	N/A	2.5 K	5 K	N/A	N/A	N/A	N/A
Price To Book	N/A	N/A	1.56 X	N/A	N/A	N/A	1.84 X	N/A
Five Year Return	4.32 %	5.40 %	11.96 %	N/A	5.35 %	9.57 %	5.49 %	N/A
One Year Return	9.62 %	15.28 %	23.41 %	N/A	15.72 %	19.26 %	13.71 %	N/A
Last Dividend Paid	0.02	0.04	N/A	0.02	0.03	N/A	0.59	1.05
Price To Earning	N/A	N/A	16.11 X	N/A	N/A	N/A	17.00 X	N/A
Price To Sales	N/A	N/A	1.34 X	N/A	N/A	N/A	1.15 X	N/A
Cash Position Weight	17.66 %	3.40 %	1.57 %	N/A	19.34 %	1.40 %	17.76 %	0.76 %
Equity Positions Weight	0.67 %	54.07 %	98.44 %	97.06 %	47.36 %	98.60 %	37.36 %	95.57 %
Three Year Return	7.61 %	9.67 %	14.67 %	N/A	8.54 %	14.48 %	7.97 %	N/A
Annual Yield	0.06 %	0.04 %	0.02 %	0.0001 %	0.02 %	0 %	0.05 %	0.05 %
Year To Date Return	0.38 %	2.50 %	2.47 %	N/A	1.76 %	3.55 %	0.82 %	N/A
Bond Positions Weight	68.13 %	36.46 %	N/A	2.92 %	5.86 %	N/A	11.35 %	2.01 %
Ten Year Return	3.56 %	N/A	7.60 %	N/A	6.88 %	N/A	5.59 %	N/A
Daily Balance Of Power	9.2 T	9.2 T	0	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	8.32	10.28	16.36	21.99	11.67	13.17	16.15	36.43
Period Momentum Indicator	0.02	0.04	(0.01)	0.13	0.04	0.08	0.05	0.21
Rate Of Daily Change	1.0	1.0	1.0	1.01	1.0	1.01	1.0	1.01
Day Median Price	8.32	10.28	16.36	21.99	11.67	13.17	16.15	36.43
Price Action Indicator	0.01	0.02	(0.01)	0.065	0.02	0.04	0.025	0.11
Coefficient Of Variation	433.22	456.01	555.59	737.79	783.28	514.38	762.43	443.99
Mean Deviation	0.0869	0.2431	0.6571	0.9536	0.3034	0.6745	0.4172	0.561
Jensen Alpha	0.0186	0.0345	0.1434	0.1264	0.0113	0.2096	0.0415	0.0919
Total Risk Alpha	0.0076	0.0283	0.0898	0.0548	0.003	0.113	0.0169	0.0827
Sortino Ratio	(0.34)	(0.03)	0.1891	0.1313	(0.08)	0.2248	0.0302	0.1182
Downside Variance	0.0205	0.1249	0.4649	0.9812	0.152	0.4958	0.246	0.4582
Standard Deviation	0.1278	0.3044	1.15	1.54	0.3774	1.22	0.7117	0.7031
Kurtosis	4.15	(0.26)	27.23	20.08	(0.49)	28.64	23.44	(0.12)
Potential Upside	0.241	0.5056	1.28	1.84	0.7018	1.49	0.8217	1.35
Treynor Ratio	1.43	0.1746	0.2505	0.1885	0.0971	0.9103	0.1363	0.1797
Maximum Drawdown	0.73	1.4	9.17	11.54	1.44	9.68	5.49	3.1
Variance	0.0163	0.0927	1.33	2.36	0.1425	1.48	0.5066	0.4943
Market Risk Adjusted Performance	1.44	0.1846	0.2605	0.1985	0.1071	0.9203	0.1463	0.1897
Risk Adjusted Performance	0.1217	0.1465	0.1354	0.1045	0.0841	0.1463	0.0957	0.1645
Skewness	1.54	(0.30)	4.23	3.36	(0.05)	4.41	3.74	(0.05)
Semi Deviation	0.0	0.1367	0.3688	0.8098	0.2493	0.2892	0.3225	0.4552
Information Ratio	(0.38)	(0.04)	0.1119	0.0846	(0.08)	0.13	0.0211	0.1138
Value At Risk	(0.12)	(0.50)	(0.91)	(1.65)	(0.62)	(1.13)	(0.74)	(1.10)
Expected Short fall	(0.19)	(0.28)	(0.80)	(1.19)	(0.37)	(0.86)	(0.47)	(0.65)
Downside Deviation	0.1431	0.3534	0.6818	0.9906	0.3899	0.7042	0.496	0.6769
Semi Variance	(0.03)	0.0187	0.136	0.6558	0.0622	0.0836	0.104	0.2072

Pimco Floating Competition Performance Charts

Five steps to successful analysis of Pimco Floating Competition

Pimco Floating's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Pimco Floating Income in relation to its competition. Pimco Floating's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Pimco Floating in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Pimco Floating's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Pimco Floating Income, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Pimco Floating position

In addition to having Pimco Floating 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.

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Funds or Etfs that invest most if their asset in companies from financial sector such as commercial banks, insurance companies, investment funds, and real estate. The Money Funds theme has 17 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 Money Funds Theme or any other thematic opportunities.

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Other Information on Investing in Pimco Mutual Fund

Pimco Floating 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 Floating security.

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Pimco Floating Competition

Pimco Floating vs Gmo Global Correlation

Almost no diversification

Moving together with Pimco Mutual Fund

Moving against Pimco Mutual Fund

Specify up to 10 symbols:

Pimco Floating Competition Correlation Matrix

Risk-Adjusted Indicators

Pimco Floating Competitive Analysis

Pimco Floating Competition Performance Charts

Five steps to successful analysis of Pimco Floating Competition

Complement your Pimco Floating position

Did You Try This Idea?

Run Money Funds Thematic Idea Now

Money Funds

Other Information on Investing in Pimco Mutual Fund

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