Pimco Trends Financial Statements From 2010 to 2024

PQTAX Fund  USD 10.02  0.08  0.80%   
Pimco Trends financial statements provide useful quarterly and yearly information to potential Pimco Trends Managed investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Pimco Trends financial statements helps investors assess Pimco Trends' valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Pimco Trends' valuation are summarized below:
Pimco Trends Managed does not presently have any trending fundamental ratios for analysis.
Check Pimco Trends financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Pimco Trends' main balance sheet or income statement drivers, such as , as well as many indicators such as . Pimco financial statements analysis is a perfect complement when working with Pimco Trends Valuation or Volatility modules.
  
This module can also supplement various Pimco Trends Technical models . Check out the analysis of Pimco Trends Correlation against competitors.

Pimco Trends Managed Mutual Fund Year To Date Return Analysis

Pimco Trends' Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Year To Date Return | All Equity Analysis

Current Pimco Trends Year To Date Return

    
  0.47 %  
Most of Pimco Trends' fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Pimco Trends Managed is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Competition

Based on the company's disclosures, Pimco Trends Managed has a Year To Date Return of 0.4735%. This is 50.16% lower than that of the PIMCO family and significantly higher than that of the Systematic Trend category. The year to date return for all United States funds is notably lower than that of the firm.

Pimco Trends Managed Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Pimco Trends's current stock value. Our valuation model uses many indicators to compare Pimco Trends value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pimco Trends competition to find correlations between indicators driving Pimco Trends's intrinsic value. More Info.
Pimco Trends Managed is regarded fifth largest fund in year to date return among similar funds. It is regarded fourth largest fund in one year return among similar funds . 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 Trends' earnings, one of the primary drivers of an investment's value.

About Pimco Trends Financial Statements

Pimco Trends investors use historical fundamental indicators, such as Pimco Trends' revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Pimco Trends. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objective by pursuing a quantitative trading strategy intended to capture the persistence of price trends observed in global financial markets and commodities. It will invest under normal circumstances in derivative instruments linked to interest rates, currencies, mortgages, credit, commodities , equity indices and volatility-related instruments and may also invest directly in mortgage-related and other asset-backed securities.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Pimco Mutual Fund

Pimco Trends 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 Trends security.
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