Pimco Real Return Fund Key Fundamental Indicators
| PRLPX Fund | USD 10.48 0.01 0.1% |
As of the 14th of February 2026, Pimco Real holds the Coefficient Of Variation of 1197.67, semi deviation of 0.096, and Risk Adjusted Performance of 0.0315. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Pimco Real, as well as the relationship between them.
Pimco Real'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 Real's valuation are provided below:Pimco Real Return 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 Real '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 Real'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 Real.
| 11/16/2025 |
| 02/14/2026 |
If you would invest 0.00 in Pimco Real on November 16, 2025 and sell it all today you would earn a total of 0.00 from holding Pimco Real Return or generate 0.0% return on investment in Pimco Real over 90 days. Pimco Real is related to or competes with Pimco Rae, Pimco Realestaterealre, Pimco Rae, Pimco Rae, Pimco Rae, New York, and Pimco New. The fund normally invests at least 80 percent of its net assets in inflation-indexed bonds of varying maturities issued ... More
Pimco Real 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 Real'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 Real Return upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.212 | |||
| Information Ratio | (0.31) | |||
| Maximum Drawdown | 0.6761 | |||
| Value At Risk | (0.29) | |||
| Potential Upside | 0.2899 |
Pimco Real Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pimco Real's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Pimco Real's standard deviation. In reality, there are many statistical measures that can use Pimco Real historical prices to predict the future Pimco Real's volatility.| Risk Adjusted Performance | 0.0315 | |||
| Jensen Alpha | 0.0021 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.26) | |||
| Treynor Ratio | 0.1076 |
Pimco Real February 14, 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 | 0.0315 | |||
| Market Risk Adjusted Performance | 0.1176 | |||
| Mean Deviation | 0.1365 | |||
| Semi Deviation | 0.096 | |||
| Downside Deviation | 0.212 | |||
| Coefficient Of Variation | 1197.67 | |||
| Standard Deviation | 0.1758 | |||
| Variance | 0.0309 | |||
| Information Ratio | (0.31) | |||
| Jensen Alpha | 0.0021 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.26) | |||
| Treynor Ratio | 0.1076 | |||
| Maximum Drawdown | 0.6761 | |||
| Value At Risk | (0.29) | |||
| Potential Upside | 0.2899 | |||
| Downside Variance | 0.045 | |||
| Semi Variance | 0.0092 | |||
| Expected Short fall | (0.18) | |||
| Skewness | (0.04) | |||
| Kurtosis | (0.32) |
Pimco Real Return Backtested Returns
At this stage we consider Pimco Mutual Fund to be very steady. Pimco Real Return maintains Sharpe Ratio (i.e., Efficiency) of 0.11, which implies the entity had a 0.11 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Pimco Real Return, which you can use to evaluate the volatility of the fund. Please check Pimco Real's Coefficient Of Variation of 1197.67, semi deviation of 0.096, and Risk Adjusted Performance of 0.0315 to confirm if the risk estimate we provide is consistent with the expected return of 0.0187%. The fund holds a Beta of 0.0435, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pimco Real's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pimco Real is expected to be smaller as well.
Auto-correlation | -0.14 |
Insignificant reverse predictability
Pimco Real Return has insignificant reverse predictability. Overlapping area represents the amount of predictability between Pimco Real time series from 16th of November 2025 to 31st of December 2025 and 31st of December 2025 to 14th 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 Real Return price movement. The serial correlation of -0.14 indicates that less than 14.0% of current Pimco Real price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.14 | |
| Spearman Rank Test | -0.35 | |
| 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 Real Return has an Annual Yield of 0.0381%. This is 90.93% lower than that of the PIMCO family and significantly higher than that of the Inflation-Protected Bond category. The annual yield for all United States funds is notably lower than that of the firm.
Pimco Real Return Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pimco Real's current stock value. Our valuation model uses many indicators to compare Pimco Real value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pimco Real competition to find correlations between indicators driving Pimco Real's intrinsic value. More Info.Pimco Real Return 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 14.91 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 Real'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 Real'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 Real could also be used in its relative valuation, which is a method of valuing Pimco Real by comparing valuation metrics of similar companies.Pimco Real 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 Real's current stock value. Our valuation model uses many indicators to compare Pimco Real value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pimco Real competition to find correlations between indicators driving Pimco Real's intrinsic value. More Info.Pimco Real Return 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 14.91 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 Real's earnings, one of the primary drivers of an investment's value.Pimco Fundamentals
| Total Asset | 10.01 B | ||||
| Annual Yield | 0.04 % | ||||
| Year To Date Return | 0.57 % | ||||
| One Year Return | 6.66 % | ||||
| Three Year Return | 4.45 % | ||||
| Five Year Return | 1.30 % | ||||
| Ten Year Return | 3.41 % | ||||
| Net Asset | 10.24 B | ||||
| Last Dividend Paid | 0.08 | ||||
| Cash Position Weight | (18.22) % | ||||
| Bond Positions Weight | (1.62) % |
About Pimco Real Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Pimco Real Return's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Pimco Real using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Pimco Real Return 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 net assets in inflation-indexed bonds of varying maturities issued by the U.S. and non-U.S. governments, their agencies or instrumentalities, and corporations, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements.
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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.Other Information on Investing in Pimco Mutual Fund
Pimco Real 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 Real security.
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