Pimco Equity Series Fund Key Fundamental Indicators
| PBLLX Fund | 15.83 0.04 0.25% |
As of the 17th of February 2026, Pimco Equity holds the Semi Deviation of 0.6004, risk adjusted performance of 0.089, and Coefficient Of Variation of 884.7. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Pimco Equity, as well as the relationship between them.
Pimco Equity's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Pimco Equity's valuation are provided below:Pimco Equity Series does not presently have any trending fundamental ratios for analysis. 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 |
Pimco Equity 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Pimco Equity's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Pimco Equity.
| 11/19/2025 |
| 02/17/2026 |
If you would invest 0.00 in Pimco Equity on November 19, 2025 and sell it all today you would earn a total of 0.00 from holding Pimco Equity Series or generate 0.0% return on investment in Pimco Equity over 90 days. Pimco Equity is related to or competes with Pimco Rae, Pimco Rae, Pimco Rae, Pimco Rae, Pimco Foreign, Pimco Preferred, and Pimco Fundamental. The fund is intended for investors seeking professional management of a comprehensive asset allocation strategy for reti... More
Pimco Equity Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Pimco Equity's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Pimco Equity Series upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7674 | |||
| Information Ratio | 0.0072 | |||
| Maximum Drawdown | 3.12 | |||
| Value At Risk | (1.19) | |||
| Potential Upside | 1.02 |
Pimco Equity Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pimco Equity's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Pimco Equity's standard deviation. In reality, there are many statistical measures that can use Pimco Equity historical prices to predict the future Pimco Equity's volatility.| Risk Adjusted Performance | 0.089 | |||
| Jensen Alpha | 0.0235 | |||
| Total Risk Alpha | 0.0156 | |||
| Sortino Ratio | 0.0062 | |||
| Treynor Ratio | 0.094 |
Pimco Equity February 17, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.089 | |||
| Market Risk Adjusted Performance | 0.104 | |||
| Mean Deviation | 0.501 | |||
| Semi Deviation | 0.6004 | |||
| Downside Deviation | 0.7674 | |||
| Coefficient Of Variation | 884.7 | |||
| Standard Deviation | 0.661 | |||
| Variance | 0.4369 | |||
| Information Ratio | 0.0072 | |||
| Jensen Alpha | 0.0235 | |||
| Total Risk Alpha | 0.0156 | |||
| Sortino Ratio | 0.0062 | |||
| Treynor Ratio | 0.094 | |||
| Maximum Drawdown | 3.12 | |||
| Value At Risk | (1.19) | |||
| Potential Upside | 1.02 | |||
| Downside Variance | 0.589 | |||
| Semi Variance | 0.3605 | |||
| Expected Short fall | (0.50) | |||
| Skewness | (0.31) | |||
| Kurtosis | 0.5012 |
Pimco Equity Series Backtested Returns
At this stage we consider Pimco Mutual Fund to be very steady. Pimco Equity Series maintains Sharpe Ratio (i.e., Efficiency) of 0.19, which implies the entity had a 0.19 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Pimco Equity Series, which you can use to evaluate the volatility of the fund. Please check Pimco Equity's Risk Adjusted Performance of 0.089, coefficient of variation of 884.7, and Semi Deviation of 0.6004 to confirm if the risk estimate we provide is consistent with the expected return of 0.13%. The fund holds a Beta of 0.69, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Pimco Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pimco Equity is expected to be smaller as well.
Auto-correlation | 0.68 |
Good predictability
Pimco Equity Series has good predictability. Overlapping area represents the amount of predictability between Pimco Equity time series from 19th of November 2025 to 3rd of January 2026 and 3rd of January 2026 to 17th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Pimco Equity Series price movement. The serial correlation of 0.68 indicates that around 68.0% of current Pimco Equity price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.68 | |
| Spearman Rank Test | 0.57 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Pimco Equity Series has an Annual Yield of 0.0236%. This is 94.38% lower than that of the PIMCO family and significantly higher than that of the Target-Date 2065+ category. The annual yield for all United States funds is notably lower than that of the firm.
Pimco Equity Series Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pimco Equity's current stock value. Our valuation model uses many indicators to compare Pimco Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pimco Equity competition to find correlations between indicators driving Pimco Equity's intrinsic value. More Info.Pimco Equity Series is rated top fund in annual yield among similar funds. It also is rated top fund in net asset among similar funds making up about 454,117,712 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Pimco Equity's earnings, one of the primary drivers of an investment's value.Pimco Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Pimco Equity's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Pimco Equity could also be used in its relative valuation, which is a method of valuing Pimco Equity by comparing valuation metrics of similar companies.Pimco Equity is currently under evaluation in annual yield among similar funds.
Pimco Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pimco Equity's current stock value. Our valuation model uses many indicators to compare Pimco Equity value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pimco Equity competition to find correlations between indicators driving Pimco Equity's intrinsic value. More Info.Pimco Equity Series is rated top fund in annual yield among similar funds. It also is rated top fund in net asset among similar funds making up about 454,117,712 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Pimco Equity's earnings, one of the primary drivers of an investment's value.Pimco Fundamentals
| Annual Yield | 0.02 % | ||||
| Net Asset | 10.72 M |
About Pimco Equity Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Pimco Equity Series's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Pimco Equity using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Pimco Equity Series based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund is intended for investors seeking professional management of a comprehensive asset allocation strategy for retirement savings. The fund is managed for shareholders that plan to retire or begin withdrawing assets around the year 2065, the funds target year. This is the self-elected year of retirement for the investors in the fund.
Also Currently Popular
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.Other Information on Investing in Pimco Mutual Fund
Pimco Equity 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 Equity security.
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