Pimco Global Competition

Funds . USA . 
Fund . Pimco Global Stocksplus
PGP Fund  USD 9.25  0.06  0.65%   
Pimco Global Stocksplus competes with Nuveen Mortgage, Central Europe, Virtus Global, Putnam High, and Nuveen Municipalome; as well as few others. The fund is classified under Putnam family. Analyzing Pimco Global 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 Global to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Pimco Global 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 Global competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
8.499.2510.01
Details
Intrinsic
Valuation
LowRealHigh
8.809.5610.32
Details
Naive
Forecast
LowNextHigh
8.549.3010.06
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
8.638.969.28
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Pimco Global. Your research has to be compared to or analyzed against Pimco Global's peers to derive any actionable benefits. When done correctly, Pimco Global's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Pimco Global Stocksplus.

Pimco Global Competition Correlation Matrix

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

High positive correlations

VILLX
+ 0.71
CEE
CCIF
+ 0.71
ERH
VGI
+ 0.63
CEE
VILLX
+ 0.59
VGI
GDL
+ 0.56
CEE
ERH
+ 0.49
JLS
  

High negative correlations

ERH
- 0.86
CEE
VILLX
- 0.74
JLS
CEE
- 0.65
JLS
CCIF
- 0.63
CEE
VILLX
- 0.61
ERH
GDL
- 0.59
ERH

Risk-Adjusted Indicators

There is a big difference between Pimco Fund performing well and Pimco Global 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 Global'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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
JLS  0.32 (0.02) 0.00  0.49  0.00 
 0.00 
 0.71 
(0.66)
 2.40 
CEE  1.19  0.20  0.13  0.38  1.06 
(1.44)
 3.18 
(1.83)
 5.80 
VGI  0.33  0.02 (0.10)(0.44) 0.43 
(0.35)
 0.66 
(0.76)
 2.33 
PCF  0.41 (0.02)(0.10) 0.00  0.61 
(0.40)
 0.67 
(1.14)
 3.12 
NMI  0.23  0.01 (0.14) 0.23  0.29 
(0.25)
 0.51 
(0.40)
 1.71 
ERH  0.53 (0.14) 0.00 (0.38) 0.00 
 0.00 
 1.11 
(1.29)
 4.37 
GDL  0.38 (0.02) 0.00 (0.67) 0.00 
 0.00 
 0.72 
(0.95)
 2.02 
CCIF  1.05 (0.20) 0.00 (0.78) 0.00 
 0.00 
 1.87 
(2.34)
 5.71 
IAE  0.93 (0.04)(0.03) 0.03  1.39 
(1.00)
 2.20 
(2.23)
 6.59 
VILLX  0.44 (0.02)(0.09) 0.04  0.48 
(0.52)
 1.00 
(0.69)
 2.12 
All Fundamental Data

Pimco Global Competitive Analysis

The better you understand Pimco Global competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Pimco Global'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 Global'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
PGP JLS CEE VGI PCF NMI ERH GDL CCIF IAE
 0.65 
 9.25 
Pimco
 0.11 
 18.12 
Nuveen
 1.67 
 17.70 
Central
 0.13 
 7.89 
Virtus
 0.49 
 6.10 
Putnam
 0.1 
 10.05 
Nuveen
 0.09 
 11.64 
Allspring
 0.36 
 8.39 
Gdl
 0.43 
 4.71 
Carlyle
 0.27 
 7.54 
Voya
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Slightly risky
Very steady
Very steady
Very steady
Very steady
Very steady
Somewhat reliable
Not too volatile
Market Performance
(90 Days Performance)
Solid
Weakest
Solid
Mild
Weak
Mild
Weakest
Weak
Weakest
Fair
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Fairly Valued
Under Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over 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
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Buy
Strong Sell
Not Rated
Sell
Hold
Cautious Hold
Hold
Sell
Sell
Strong Hold
Net Asset
1.4 B
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Minimum Initial Investment
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Price To Book
0.75
N/A
1.06
N/A
0.8
0.83
0.97
N/A
N/A
N/A
Five Year Return
9.34
4.71
-6.61
1.04
8.94
1.07
8.05
4.18
-1.5
6.84
One Year Return
30.01
9.21
66.82
11.78
8.53
2.67
15.97
6.72
-27.5
29.22
Last Dividend Paid
0.83
1.0
0.95
0.96
0.88
0.36
0.91
0.48
N/A
0.86
Price To Earning
10.43
16.08
0.56
38.2
113.44
48.26
893.85
34.48
N/A
N/A
Beta
1.03
0.15
1.29
0.4
0.81
0.13
0.84
0.17
N/A
0.66
Price To Sales
6.64
N/A
5.29
N/A
18.17
21.46
19.74
N/A
N/A
N/A
Cash Position Weight
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Equity Positions Weight
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Three Year Return
21.08
10.06
39.86
9.23
11.49
4.66
9.53
6.42
-4.8
14.38
Annual Yield
0.0067
0.0066
0.0135
0.0059
0.0078
0.0038
0.0045
0.02
N/A
0.0181
Year To Date Return
1.68
0.0517
2.38
0.48
0.72
0.3
0.54
0.66
N/A
3.02
Bond Positions Weight
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Ten Year Return
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Day Typical Price
9.24
18.16
17.75
7.9
6.1
10.04
11.66
8.4
4.69
7.54
Accumulation Distribution
733.04
0.0071
225.02
0.0101
744.05
29.78
368.05
89.31
1466.46
225.32
Market Facilitation Index
0.0
0.13
0.0
0.08
N/A
0.0
0.0
0.0
0.0
0.0
Daily Balance Of Power
0.6667
(0.15)
(0.94)
0.125
(0.75)
0.3333
(0.08)
(0.25)
0.2857
0.2857
Period Momentum Indicator
0.06
(0.02)
(0.30)
0.01
(0.03)
0.01
(0.01)
(0.03)
0.02
0.02
Rate Of Daily Change
1.01
1.0
0.98
1.0
1.0
1.0
1.0
1.0
1.0
1.0
Day Median Price
9.24
18.19
17.77
7.9
6.1
10.04
11.67
8.41
4.68
7.54
Price Action Indicator
0.045
(0.07)
(0.22)
(0.01)
(0.01)
0.02
(0.03)
(0.04)
0.045
0.015
Relative Strength Index
68.53
42.63
61.54
60.54
48.86
58.13
36.47
49.25
45.76
60.65
Coefficient Of Variation
525.95
(4,815)
590.81
1455.67
4816.13
1208.06
(685.93)
(11,379)
(799.57)
3301.54
Mean Deviation
0.5761
0.32
1.19
0.3302
0.4107
0.235
0.5313
0.3848
1.05
0.9293
Jensen Alpha
0.1124
(0.02)
0.1969
0.0234
(0.02)
0.0111
(0.14)
(0.02)
(0.20)
(0.04)
Total Risk Alpha
0.0575
(0.06)
0.0951
(0.02)
(0.05)
(0.02)
(0.19)
(0.06)
(0.31)
(0.11)
Sortino Ratio
0.0778
N/A
0.1341
(0.10)
(0.10)
(0.14)
N/A
N/A
N/A
(0.03)
Downside Variance
0.5508
N/A
1.63
0.2736
0.4832
0.1607
N/A
N/A
N/A
2.24
Standard Deviation
0.7452
0.4364
1.51
0.4371
0.5528
0.3183
0.7228
0.4839
1.36
1.39
Kurtosis
0.6424
1.47
(0.23)
1.62
1.69
1.55
1.88
0.033
(0.10)
4.44
Potential Upside
1.35
0.7123
3.18
0.6553
0.6689
0.5051
1.11
0.7168
1.87
2.2
Treynor Ratio
0.5053
0.4875
0.3756
(0.44)
0.0045
0.2319
(0.38)
(0.67)
(0.78)
0.0335
Maximum Drawdown
3.76
2.4
5.8
2.33
3.12
1.71
4.37
2.02
5.71
6.59
Variance
0.5553
0.1905
2.27
0.1911
0.3055
0.1013
0.5224
0.2342
1.84
1.93
Market Risk Adjusted Performance
0.5153
0.4975
0.3856
(0.43)
0.0145
0.2419
(0.37)
(0.66)
(0.77)
0.0435
Risk Adjusted Performance
0.1413
(0.02)
0.1308
0.044
0.012
0.0482
(0.11)
(0.01)
(0.09)
0.0272
Skewness
(0.28)
0.2226
0.4773
(0.73)
(0.79)
(0.60)
0.4659
(0.50)
(0.24)
(0.53)
Semi Deviation
0.4784
N/A
1.06
0.4252
0.6121
0.2858
N/A
N/A
N/A
1.39
Information Ratio
0.0775
(0.21)
0.1136
(0.12)
(0.13)
(0.18)
(0.26)
(0.18)
(0.19)
(0.03)
Value At Risk
(0.95)
(0.66)
(1.83)
(0.76)
(1.14)
(0.40)
(1.29)
(0.95)
(2.34)
(2.23)
Expected Short fall
(0.70)
N/A
(1.44)
(0.35)
(0.40)
(0.25)
N/A
N/A
N/A
(1.00)
Downside Deviation
0.7422
N/A
1.28
0.523
0.6951
0.4009
N/A
N/A
N/A
1.5
Semi Variance
0.2289
N/A
1.12
0.1808
0.3747
0.0817
N/A
N/A
N/A
1.92

Pimco Global Competition Performance Charts

Five steps to successful analysis of Pimco Global Competition

Pimco Global'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 Global Stocksplus in relation to its competition. Pimco Global's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Pimco Global 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 Global's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Pimco Global Stocksplus, 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 Global position

In addition to having Pimco Global 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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Natural Foods
Natural Foods Theme
Companies producing natural foods including dairy products and different types of meets. The Natural Foods 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 Natural Foods Theme or any other thematic opportunities.
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Other Information on Investing in Pimco Fund

Pimco Global 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 Global security.
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