Pimco Etf Fundamentals
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess PIMCO's long-term financial health and intrinsic value.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. PIMCO ETF Year To Date Return Analysis
PIMCO's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current PIMCO Year To Date Return | (5.78) % |
Most of PIMCO's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, PIMCO is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
CompetitionAccording to the company's disclosures, PIMCO has a Year To Date Return of -5.78%. This is 158.09% lower than that of the PIMCO family and significantly lower than that of the Multicurrency category. The year to date return for all United States etfs is 145.96% higher than that of the company.
PIMCO Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses PIMCO's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of PIMCO could also be used in its relative valuation, which is a method of valuing PIMCO by comparing valuation metrics of similar companies.PIMCO is rated # 5 ETF in year to date return as compared to similar ETFs.
Fund Asset Allocation for PIMCO
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in stocks and bonds.Asset allocation divides PIMCO's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
PIMCO Fundamentals
| Year To Date Return | (5.78) % | |||
| One Year Return | (5.39) % | |||
| Net Asset | 14.44 M | |||
| Equity Positions Weight | 0.02 % | |||
| Bond Positions Weight | 8.31 % |
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in persons. You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.
Other Tools for PIMCO Etf
When running PIMCO's price analysis, check to measure PIMCO's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy PIMCO is operating at the current time. Most of PIMCO's value examination focuses on studying past and present price action to predict the probability of PIMCO's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move PIMCO's price. Additionally, you may evaluate how the addition of PIMCO to your portfolios can decrease your overall portfolio volatility.
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