Pimco 1 5 Year Etf Performance
| STPZ Etf | USD 52.55 0.07 0.13% |
The etf holds a Beta of 0.0202, which implies not very significant fluctuations relative to the market. As returns on the market increase, PIMCO 1's returns are expected to increase less than the market. However, during the bear market, the loss of holding PIMCO 1 is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in PIMCO 1 5 Year are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong basic indicators, PIMCO 1 is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
| In Threey Sharp Ratio | -0.67 |
PIMCO |
PIMCO 1 Relative Risk vs. Return Landscape
If you would invest 5,219 in PIMCO 1 5 Year on August 31, 2024 and sell it today you would earn a total of 36.00 from holding PIMCO 1 5 Year or generate 0.69% return on investment over 90 days. PIMCO 1 5 Year is currently generating 0.0108% in daily expected returns and assumes 0.1326% risk (volatility on return distribution) over the 90 days horizon. In different words, 1% of etfs are less volatile than PIMCO, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
PIMCO 1 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for PIMCO 1's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as PIMCO 1 5 Year, and traders can use it to determine the average amount a PIMCO 1'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 = 0.0817
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| Negative Returns | STPZ |
Estimated Market Risk
| 0.13 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average PIMCO 1 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 1 by adding it to a well-diversified portfolio.
PIMCO 1 Fundamentals Growth
PIMCO Etf prices reflect investors' perceptions of the future prospects and financial health of PIMCO 1, and PIMCO 1 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.
| Total Asset | 1.33 B | |||
About PIMCO 1 Performance
Evaluating PIMCO 1's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if PIMCO 1 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 1 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 80 percent of its total assets in the component securities of the ICE BofA 1-5 Year US Inflation-Linked Treasury Index . 1-5 Year is traded on NYSEARCA Exchange in the United States.| The fund maintains all of the assets in different exotic instruments |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in PIMCO 1 5 Year. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the AI Portfolio Architect module to use AI to generate optimal portfolios and find profitable investment opportunities.
The market value of PIMCO 1 5 is measured differently than its book value, which is the value of PIMCO that is recorded on the company's balance sheet. Investors also form their own opinion of PIMCO 1's value that differs from its market value or its book value, called intrinsic value, which is PIMCO 1's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because PIMCO 1's market value can be influenced by many factors that don't directly affect PIMCO 1's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between PIMCO 1's value and its price as these two are different measures arrived at by different means. Investors typically determine if PIMCO 1 is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, PIMCO 1's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.