Pimco Energy Tactical Fund Manager Performance Evaluation
| PDX Fund | 26.12 0.08 0.31% |
The fund holds a Beta of -0.61, which implies possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Pimco Energy are expected to decrease at a much lower rate. During the bear market, Pimco Energy is likely to outperform the market.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Pimco Energy Tactical are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Pimco Energy showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 2.9600 |
Pimco |
Pimco Energy Relative Risk vs. Return Landscape
If you would invest 2,258 in Pimco Energy Tactical on November 4, 2024 and sell it today you would earn a total of 354.00 from holding Pimco Energy Tactical or generate 15.68% return on investment over 90 days. Pimco Energy Tactical is generating 0.2991% of daily returns assuming volatility of 3.5278% on return distribution over 90 days investment horizon. In other words, 31% of funds are less volatile than Pimco, and above 95% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Pimco Energy Current Valuation
Overvalued
Today
Please note that Pimco Energy's price fluctuation is not too volatile at this time. At this time, the fund appears to be overvalued. Pimco Energy Tactical holds a recent Real Value of USD24.28 per share. The prevailing price of the fund is USD26.12. We determine the value of Pimco Energy Tactical from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued funds and dropping overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
Since Pimco Energy is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pimco Fund. However, Pimco Energy'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 26.12 | Real 24.28 | Hype 26.12 | Naive 21.87 |
The intrinsic value of Pimco Energy'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 Energy'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 Energy Tactical helps investors to forecast how Pimco 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 Energy more accurately as focusing exclusively on Pimco Energy's fundamentals will not take into account other important factors: Pimco Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pimco Energy's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Pimco Energy Tactical, and traders can use it to determine the average amount a Pimco Energy's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0848
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | PDX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 3.53 actual daily | 31 69% of assets are more volatile |
Expected Return
| 0.3 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Pimco Energy is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Pimco Energy by adding it to a well-diversified portfolio.
Pimco Energy Fundamentals Growth
Pimco Fund prices reflect investors' perceptions of the future prospects and financial health of Pimco Energy, and Pimco Energy 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 Fund performance.
About Pimco Energy Performance
Evaluating Pimco Energy's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pimco Energy 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 Energy 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.
Things to note about Pimco Energy Tactical performance evaluation
Checking the ongoing alerts about Pimco Energy for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Pimco Energy Tactical help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pimco Energy had very high historical volatility over the last 90 days |
- Analyzing Pimco Energy'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 Energy's stock is overvalued or undervalued compared to its peers.
- Examining Pimco Energy'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 Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pimco Energy's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Pimco Energy's fund. These opinions can provide insight into Pimco Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pimco Fund
Pimco Energy 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 Energy security.
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