Pimco Extended Duration Fund Manager Performance Evaluation
The fund holds a Beta of 0.0791, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pimco Extended's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pimco Extended is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Pimco Extended Duration has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Pimco Extended is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Pimco Extended Relative Risk vs. Return Landscape
If you would invest 1,300 in Pimco Extended Duration on October 7, 2025 and sell it today you would lose (36.00) from holding Pimco Extended Duration or give up 2.77% of portfolio value over 90 days. Pimco Extended Duration is currently producing negative expected returns and takes up 0.7736% volatility of returns over 90 trading days. Put another way, 6% 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 |
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Pimco Extended Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pimco Extended's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pimco Extended Duration, and traders can use it to determine the average amount a Pimco Extended'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 = -0.0547
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| Negative Returns | PEDIX |
Based on monthly moving average Pimco Extended is not performing at its full potential. However, 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 Extended by adding Pimco Extended to a well-diversified portfolio.
Pimco Extended Fundamentals Growth
Pimco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pimco Extended, and Pimco Extended 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 | 782.78 M | ||||
Things to note about Pimco Extended Duration performance evaluation
Checking the ongoing alerts about Pimco Extended for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pimco Extended Duration help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pimco Extended is not yet fully synchronised with the market data | |
| Pimco Extended generated a negative expected return over the last 90 days | |
| Pimco Extended has some characteristics of a very speculative penny stock | |
| Pimco Extended Duration generated five year return of -14.0% | |
| This fund maintains about 22.77% of its assets in cash |
- Analyzing Pimco Extended'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 Extended's stock is overvalued or undervalued compared to its peers.
- Examining Pimco Extended'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 Extended's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pimco Extended's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pimco Extended's mutual fund. These opinions can provide insight into Pimco Extended's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pimco Mutual Fund
Pimco Extended 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 Extended security.
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