Pimco California Municipal Fund Manager Performance Evaluation
| PCTPX Fund | USD 10.73 0.01 0.09% |
The fund holds a Beta of -0.0115, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Pimco California are expected to decrease at a much lower rate. During the bear market, Pimco California is likely to outperform the market.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Pimco California Municipal are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Pimco California is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | When Your Private Fund Turns 1 Into 60 Cents - The Wall Street Journal | 12/19/2025 |
Pimco |
Pimco California Relative Risk vs. Return Landscape
If you would invest 1,067 in Pimco California Municipal on October 29, 2025 and sell it today you would earn a total of 6.00 from holding Pimco California Municipal or generate 0.56% return on investment over 90 days. Pimco California Municipal is currently producing 0.0094% returns and takes up 0.1237% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Pimco, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pimco California Current Valuation
Overvalued
Today
Please note that Pimco California's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Pimco California Mun holds a recent Real Value of $9.87 per share. The prevailing price of the fund is $10.73. We determine the value of Pimco California Mun from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Pimco California is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pimco Mutual Fund. However, Pimco California's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 10.73 | Real 9.87 | Hype 10.73 | Naive 10.69 |
The intrinsic value of Pimco California's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Pimco California's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Pimco California Municipal helps investors to forecast how Pimco mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Pimco California more accurately as focusing exclusively on Pimco California's fundamentals will not take into account other important factors: Pimco California Target Price Odds to finish over Current Price
The tendency of Pimco Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 10.73 | 90 days | 10.73 | about 9.34 |
Based on a normal probability distribution, the odds of Pimco California to move above the current price in 90 days from now is about 9.34 (This Pimco California Municipal probability density function shows the probability of Pimco Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Pimco California Municipal has a beta of -0.0115 indicating as returns on the benchmark increase, returns on holding Pimco California are expected to decrease at a much lower rate. During a bear market, however, Pimco California Municipal is likely to outperform the market. Additionally Pimco California Municipal has an alpha of 0.0022, implying that it can generate a 0.002228 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Pimco California Price Density |
| Price |
Predictive Modules for Pimco California
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Pimco California Mun. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Pimco California Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Pimco California is not an exception. The market had few large corrections towards the Pimco California's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Pimco California Municipal, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Pimco California within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0 | |
β | Beta against Dow Jones | -0.01 | |
σ | Overall volatility | 0.03 | |
Ir | Information ratio | -0.57 |
Pimco California Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Pimco California for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Pimco California Mun can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 6.54% of its assets in cash |
Pimco California Fundamentals Growth
Pimco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pimco California, and Pimco California fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Pimco Mutual Fund performance.
| Total Asset | 106.55 M | |||
About Pimco California Performance
Evaluating Pimco California's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pimco California has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Pimco California has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its assets in debt securities whose interest is, in the opinion of bond counsel for the issuer at the time of issuance, exempt from regular federal income tax and California income tax. It may invest in Fixed Income Instruments which include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. The fund may invest in derivative instruments, such as options, futures contracts or swap agreements, or in mortgage- or asset-backed securities.Things to note about Pimco California Mun performance evaluation
Checking the ongoing alerts about Pimco California for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pimco California Mun help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 6.54% of its assets in cash |
- Analyzing Pimco California's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Pimco California's stock is overvalued or undervalued compared to its peers.
- Examining Pimco California's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Pimco California's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pimco California's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pimco California's mutual fund. These opinions can provide insight into Pimco California's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pimco Mutual Fund
Pimco California 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 California security.
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