Pimco Foreign Competition

PFUPX Fund

USD 7.52 0.05 0.67%

Pimco Foreign Bond competes with Blrc Sgy, Nuveen Arizona, T Rowe, Ishares Municipal, and T Rowe; as well as few others. The fund is listed under World Bond category and is part of PIMCO family. Analyzing Pimco Foreign 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 Foreign to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Pimco Foreign Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Pimco Foreign competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
7.10	7.52	7.94

Details

Intrinsic

Valuation

Low	Real	High
6.71	7.13	7.55

Details

Pimco Foreign Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Pimco Foreign 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 Foreign Bond does not affect the price movement of the other competitor.

	MDMTX	FAZTX	PATFX	BIDPX	PRFHX	AFB
MDMTX		0.85	0.77	0.89	0.75	0.72	MDMTX
FAZTX	0.85		0.95	0.99	0.95	0.8	FAZTX
PATFX	0.77	0.95		0.95	1.0	0.89	PATFX
BIDPX	0.89	0.99	0.95		0.95	0.84	BIDPX
PRFHX	0.75	0.95	1.0	0.95		0.87	PRFHX
AFB	0.72	0.8	0.89	0.84	0.87		AFB
	MDMTX	FAZTX	PATFX	BIDPX	PRFHX	AFB

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Risk-Adjusted Indicators

There is a big difference between Pimco Mutual Fund performing well and Pimco Foreign 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 Foreign'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
MDMTX	0.17	0.01	(0.28)	0.01	0.24	(0.23)	0.38	(0.56)	1.33
FAZTX	0.14	0.02	(0.31)	(0.08)	0.19	(0.19)	0.39	(0.29)	1.38
PATFX	0.16	0.02	(0.24)	(0.08)	0.22	(0.24)	0.44	(0.35)	1.69
BIDPX	0.15	0.02	(0.30)	(0.07)	0.21	(0.18)	0.27	(0.45)	1.36
PRFHX	0.15	0.02	(0.24)	(0.10)	0.21	(0.23)	0.44	(0.44)	1.61
AFB	0.48	0.02	(0.16)	(0.16)	0.61	(0.51)	1.12	(0.94)	2.88

Unable to evaluate fundamental data of [MDMTX, FAZTX, PATFX, BIDPX, PRFHX, AFB] at this time. Please try again later

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Pimco Foreign Competitive Analysis

The better you understand Pimco Foreign competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Pimco Foreign'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 Foreign'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

	PFUPX	MDMTX	FAZTX	PATFX	BIDPX	PRFHX	AFB
	0.67 7.52 Pimco	0.38 10.70 Blrc	0.20 10.27 NUVEEN	0.18 11.39 PATFX	0.27 11.15 Ishares	0.18 11.32 PRFHX	0.44 11.49 Alliancebernstein
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	Weak	Insignificant	Insignificant	Insignificant	Insignificant	Weak
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Over Valued	Over Valued	Over Valued	Over Valued	Over Valued	Over Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Cautious Hold	Cautious Hold	Cautious Hold	Cautious Hold	Cautious Hold	Cautious Hold	Cautious Hold
Net Asset	1.34 B	5.05 B	173.65 M	5.55 B	346.66 M	3.44 B	N/A
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	2.5 K	N/A
Price To Book	N/A	N/A	N/A	6.68 X	N/A	6.68 X	0.72 X
Five Year Return	(1.80) %	0.75 %	0.86 %	1.45 %	0.92 %	1.71 %	0.09 %
One Year Return	4.60 %	8.10 %	6.73 %	11.47 %	5.43 %	11.65 %	9.33 %
Last Dividend Paid	0.01	0.02	0.02	0.03	N/A	0.03	0.54
Price To Earning	N/A	N/A	N/A	7.02 X	N/A	7.02 X	36.40 X
Beta	N/A	N/A	N/A	N/A	N/A	N/A	0.32
Price To Sales	N/A	N/A	N/A	0.94 X	N/A	0.94 X	12.45 X
Cash Position Weight	5.21 %	2.84 %	0.29 %	0.22 %	0.56 %	0.19 %	N/A
Equity Positions Weight	0.04 %	N/A	N/A	0.01 %	N/A	0.01 %	N/A
Three Year Return	(4.98) %	(0.84) %	(0.82) %	(0.50) %	(0.44) %	(0.26) %	(2.68) %
Annual Yield	0 %	0 %	0.01 %	0.03 %	0.0008 %	0.04 %	0.01 %
Year To Date Return	0.21 %	4.20 %	2.53 %	6.65 %	1.47 %	6.72 %	2.22 %
Bond Positions Weight	123.42 %	8.73 %	5.21 %	10.93 %	N/A	99.68 %	N/A
Ten Year Return	2.82 %	3.81 %	4.08 %	4.44 %	3.58 %	4.72 %	N/A
Day Typical Price	7.52	10.7	10.27	11.39	11.15	11.32	11.48
Accumulation Distribution	N/A	N/A	N/A	N/A	N/A	N/A	251.43
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	0.7143
Period Momentum Indicator	0.05	0.04	0.02	0.02	0.03	0.02	0.05
Rate Of Daily Change	1.01	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	7.52	10.7	10.27	11.39	11.15	11.32	11.48
Price Action Indicator	0.025	0.02	0.01	0.01	0.015	0.01	0.04
Relative Strength Index	44.12	55.47	53.84	50.96	54.15	51.31	52.07
Coefficient Of Variation	(1,428)	3129.58	1397.07	1513.81	1425.52	1368.96	2848.33
Mean Deviation	0.3287	0.171	0.1416	0.1569	0.1473	0.1537	0.4843
Jensen Alpha	(0.03)	0.0081	0.0157	0.0191	0.0172	0.0203	0.0205
Total Risk Alpha	(0.10)	(0.04)	(0.03)	(0.03)	(0.03)	(0.03)	(0.08)
Sortino Ratio	N/A	(0.28)	(0.31)	(0.24)	(0.30)	(0.24)	(0.16)
Downside Variance	N/A	0.1695	0.125	0.1987	0.1354	0.2009	0.4345
Standard Deviation	0.4151	0.2786	0.2321	0.2692	0.2377	0.2633	0.6244
Kurtosis	0.0751	3.27	6.99	7.84	6.26	6.96	0.2019
Potential Upside	0.6596	0.3824	0.3949	0.4398	0.2732	0.4429	1.12
Treynor Ratio	0.3383	0.0138	(0.08)	(0.08)	(0.07)	(0.1)	(0.16)
Maximum Drawdown	1.84	1.33	1.38	1.69	1.36	1.61	2.88
Variance	0.1723	0.0776	0.0539	0.0725	0.0565	0.0693	0.3898
Market Risk Adjusted Performance	0.3483	0.0238	(0.07)	(0.07)	(0.06)	(0.09)	(0.15)
Risk Adjusted Performance	(0.06)	0.007	0.0318	0.0322	0.0315	0.0369	0.0246
Skewness	(0.21)	(0.48)	(1.35)	(1.62)	(1.34)	(1.47)	(0.17)
Semi Deviation	N/A	0.2422	0.1887	0.2192	0.2074	0.2098	0.6092
Information Ratio	(0.37)	(0.42)	(0.47)	(0.40)	(0.46)	(0.40)	(0.17)
Value At Risk	(0.64)	(0.56)	(0.29)	(0.35)	(0.45)	(0.44)	(0.94)
Expected Short fall	N/A	(0.23)	(0.19)	(0.24)	(0.18)	(0.23)	(0.51)
Downside Deviation	N/A	0.4117	0.3536	0.4458	0.3679	0.4482	0.6592
Semi Variance	N/A	0.0587	0.0356	0.048	0.043	0.044	0.3711

Pimco Foreign Competition Performance Charts

Five steps to successful analysis of Pimco Foreign Competition

Pimco Foreign'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 Foreign Bond in relation to its competition. Pimco Foreign's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Pimco Foreign 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 Foreign's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Pimco Foreign Bond, 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 Foreign position

In addition to having Pimco Foreign 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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Alcohol

Companies involved in production and distribution of wines and alcoholic beverages. The Alcohol theme has 38 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 Alcohol Theme or any other thematic opportunities.

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Other Information on Investing in Pimco Mutual Fund

Pimco Foreign 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 Foreign security.

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