Pimco California Intermediate Fund Key Fundamental Indicators
| PCIPX Fund | USD 9.46 0.01 0.11% |
As of the 31st of January, Pimco California holds the Standard Deviation of 0.0957, risk adjusted performance of 0.0566, and Downside Deviation of 0.1418. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Pimco California, as well as the relationship between them.
Pimco California'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 California's valuation are provided below:Pimco California Intermediate 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 California '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 California'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 California.
| 11/02/2025 |
| 01/31/2026 |
If you would invest 0.00 in Pimco California on November 2, 2025 and sell it all today you would earn a total of 0.00 from holding Pimco California Intermediate or generate 0.0% return on investment in Pimco California over 90 days. Pimco California is related to or competes with Nt International, Omni Small-cap, United Kingdom, Old Westbury, Channing Intrinsic, Siit Small, and Foundry Partners. The fund normally invests at least 80 percent of its assets in debt securities whose interest is, in the opinion of bond... More
Pimco California 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 California'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 California Intermediate upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1418 | |||
| Information Ratio | (0.47) | |||
| Maximum Drawdown | 0.5336 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.2123 |
Pimco California Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pimco California's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Pimco California's standard deviation. In reality, there are many statistical measures that can use Pimco California historical prices to predict the future Pimco California's volatility.| Risk Adjusted Performance | 0.0566 | |||
| Jensen Alpha | 0.0054 | |||
| Total Risk Alpha | (0.0006) | |||
| Sortino Ratio | (0.32) | |||
| Treynor Ratio | 0.3992 |
Pimco California January 31, 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 | 0.0566 | |||
| Market Risk Adjusted Performance | 0.4092 | |||
| Mean Deviation | 0.0632 | |||
| Downside Deviation | 0.1418 | |||
| Coefficient Of Variation | 592.63 | |||
| Standard Deviation | 0.0957 | |||
| Variance | 0.0092 | |||
| Information Ratio | (0.47) | |||
| Jensen Alpha | 0.0054 | |||
| Total Risk Alpha | (0.0006) | |||
| Sortino Ratio | (0.32) | |||
| Treynor Ratio | 0.3992 | |||
| Maximum Drawdown | 0.5336 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.2123 | |||
| Downside Variance | 0.0201 | |||
| Semi Variance | (0.01) | |||
| Expected Short fall | (0.15) | |||
| Skewness | 0.7525 | |||
| Kurtosis | 2.52 |
Pimco California Int Backtested Returns
At this stage we consider Pimco Mutual Fund to be very steady. Pimco California Int maintains Sharpe Ratio (i.e., Efficiency) of 0.18, which implies the entity had a 0.18 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Pimco California Int, which you can use to evaluate the volatility of the fund. Please check Pimco California's Downside Deviation of 0.1418, standard deviation of 0.0957, and Risk Adjusted Performance of 0.0566 to confirm if the risk estimate we provide is consistent with the expected return of 0.0157%. The fund holds a Beta of 0.0154, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pimco California's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pimco California is expected to be smaller as well.
Auto-correlation | 0.10 |
Insignificant predictability
Pimco California Intermediate has insignificant predictability. Overlapping area represents the amount of predictability between Pimco California time series from 2nd of November 2025 to 17th of December 2025 and 17th of December 2025 to 31st of January 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 California Int price movement. The serial correlation of 0.1 indicates that less than 10.0% of current Pimco California price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.1 | |
| Spearman Rank Test | 0.22 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
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 California Intermediate has an Annual Yield of 0.033%. This is 92.14% lower than that of the PIMCO family and significantly higher than that of the Muni California Intermediate category. The annual yield for all United States funds is notably lower than that of the firm.
Pimco California Int Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pimco California's current stock value. Our valuation model uses many indicators to compare Pimco California value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pimco California competition to find correlations between indicators driving Pimco California's intrinsic value. More Info.Pimco California Intermediate is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 19.21 of Year To Date Return 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 California'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 California'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 California could also be used in its relative valuation, which is a method of valuing Pimco California by comparing valuation metrics of similar companies.Pimco California 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 California's current stock value. Our valuation model uses many indicators to compare Pimco California value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pimco California competition to find correlations between indicators driving Pimco California's intrinsic value. More Info.Pimco California Intermediate is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 19.21 of Year To Date Return 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 California's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Pimco California
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Pimco California'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
| Total Asset | 126.08 M | |||
| Annual Yield | 0.03 % | |||
| Year To Date Return | 0.63 % | |||
| One Year Return | 4.83 % | |||
| Three Year Return | 3.46 % | |||
| Five Year Return | 1.03 % | |||
| Ten Year Return | 3.09 % | |||
| Net Asset | 130.56 M | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 12.13 % | |||
| Bond Positions Weight | 2.29 % |
About Pimco California Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Pimco California Intermediate's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Pimco California using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Pimco California Intermediate 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 normally invests at least 80 percent of its assets in debt securities whose interest is, in the opinion of bond counsel for the issuer at the time of issuance, exempt from regular federal income tax and California income tax. It invests primarily in investment grade debt securities, but may invest up to 10 percent of its total assets in high yield securities, as rated by Moodys, SP or Fitch, or, if unrated, as determined by PIMCO.
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 California 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 California security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |