Pimco Monthly Income Etf Performance
| PMIF Etf | CAD 18.08 0.02 0.11% |
The etf holds a Beta of 0.0315, which implies not very significant fluctuations relative to the market. As returns on the market increase, PIMCO Monthly's returns are expected to increase less than the market. However, during the bear market, the loss of holding PIMCO Monthly is expected to be smaller as well.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in PIMCO Monthly Income are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of very healthy basic indicators, PIMCO Monthly is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
| In Threey Sharp Ratio | -0.26 |
PIMCO |
PIMCO Monthly Relative Risk vs. Return Landscape
If you would invest 1,793 in PIMCO Monthly Income on August 29, 2024 and sell it today you would earn a total of 15.00 from holding PIMCO Monthly Income or generate 0.84% return on investment over 90 days. PIMCO Monthly Income is generating 0.0135% of daily returns and assumes 0.2267% volatility on return distribution over the 90 days horizon. Simply put, 2% of etfs are less volatile than PIMCO, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
PIMCO Monthly Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for PIMCO Monthly's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as PIMCO Monthly Income, and traders can use it to determine the average amount a PIMCO Monthly'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 = 0.0594
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| Negative Returns | PMIF |
Estimated Market Risk
| 0.23 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average PIMCO Monthly is performing at about 4% 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 Monthly by adding it to a well-diversified portfolio.
PIMCO Monthly Fundamentals Growth
PIMCO Etf prices reflect investors' perceptions of the future prospects and financial health of PIMCO Monthly, and PIMCO Monthly 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 Etf performance.
About PIMCO Monthly Performance
By examining PIMCO Monthly's fundamental ratios, stakeholders can obtain critical insights into PIMCO Monthly's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that PIMCO Monthly is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The investment objective of the Fund is to maximize current income consistent with preservation of capital and prudent investment management. PIMCO MONTHLY is traded on Toronto Stock Exchange in Canada.| The fund maintains about 42.33% of its assets in bonds |
Other Information on Investing in PIMCO Etf
PIMCO Monthly financial ratios help investors to determine whether PIMCO Etf 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 Monthly security.