Pimco Moderate Duration Fund Manager Performance Evaluation
| PMOPX Fund | USD 9.53 0.01 0.11% |
The fund holds a Beta of 0.0224, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pimco Moderate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pimco Moderate is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Pimco Moderate Duration are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Pimco Moderate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | The SP 500s Yield Is Weak. Consider These 3 Funds and 3 Stocks Instead. - Barrons | 10/15/2025 |
Pimco |
Pimco Moderate Relative Risk vs. Return Landscape
If you would invest 937.00 in Pimco Moderate Duration on September 29, 2025 and sell it today you would earn a total of 16.00 from holding Pimco Moderate Duration or generate 1.71% return on investment over 90 days. Pimco Moderate Duration is currently producing 0.0266% returns and takes up 0.1564% 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 Moderate Current Valuation
Overvalued
Today
Please note that Pimco Moderate's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Pimco Moderate Duration holds a recent Real Value of $8.75 per share. The prevailing price of the fund is $9.53. We determine the value of Pimco Moderate Duration 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 Moderate is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pimco Mutual Fund. However, Pimco Moderate'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 9.53 | Real 8.75 | Hype 9.53 | Naive 9.53 |
The intrinsic value of Pimco Moderate'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 Moderate'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 Moderate Duration 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 Moderate more accurately as focusing exclusively on Pimco Moderate's fundamentals will not take into account other important factors: Pimco Moderate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pimco Moderate's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pimco Moderate Duration, and traders can use it to determine the average amount a Pimco Moderate'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 = 0.17
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| Negative Returns | PMOPX |
Based on monthly moving average Pimco Moderate is performing at about 13% 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 Moderate by adding it to a well-diversified portfolio.
Pimco Moderate Fundamentals Growth
Pimco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pimco Moderate, and Pimco Moderate 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 | 1.35 B | ||||
About Pimco Moderate Performance
Evaluating Pimco Moderate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pimco Moderate 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 Moderate 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 invests at least 65 percent of its total assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. It invests primarily in investment grade debt securities, but may invest up to 10 percent of its total assets in high yield securities. It may invest up to 30 percent of its total assets in securities denominated in foreign currencies, and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers.Things to note about Pimco Moderate Duration performance evaluation
Checking the ongoing alerts about Pimco Moderate for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pimco Moderate Duration 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 15.87% of its assets in bonds |
- Analyzing Pimco Moderate'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 Moderate's stock is overvalued or undervalued compared to its peers.
- Examining Pimco Moderate'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 Moderate's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pimco Moderate's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pimco Moderate's mutual fund. These opinions can provide insight into Pimco Moderate's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pimco Mutual Fund
Pimco Moderate 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 Moderate security.
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