Pimco Small Cap Fund Net Income
| PSCSX Fund | USD 9.03 0.32 3.67% |
As of the 8th of February, Pimco Small holds the Coefficient Of Variation of 917.47, semi deviation of 1.08, and Risk Adjusted Performance of 0.0914. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Pimco Small, as well as the relationship between them.
Pimco Small'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 Small's valuation are provided below:Pimco Small Cap 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 Small '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 Small'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 Small.
| 11/10/2025 |
| 02/08/2026 |
If you would invest 0.00 in Pimco Small on November 10, 2025 and sell it all today you would earn a total of 0.00 from holding Pimco Small Cap or generate 0.0% return on investment in Pimco Small over 90 days. Pimco Small is related to or competes with T Rowe, Pimco Realpath, Boston Partners, Eaton Vance, Eaton Vance, and Blackrock. The fund seeks to exceed the total return of the Russell 2000 Index by investing under normal circumstances in Russell 2... More
Pimco Small 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 Small'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 Small Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.34 | |||
| Information Ratio | 0.0379 | |||
| Maximum Drawdown | 4.7 | |||
| Value At Risk | (1.85) | |||
| Potential Upside | 2.13 |
Pimco Small Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pimco Small's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Pimco Small's standard deviation. In reality, there are many statistical measures that can use Pimco Small historical prices to predict the future Pimco Small's volatility.| Risk Adjusted Performance | 0.0914 | |||
| Jensen Alpha | 0.0296 | |||
| Total Risk Alpha | 0.0028 | |||
| Sortino Ratio | 0.0358 | |||
| Treynor Ratio | 0.1038 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Pimco Small's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Pimco Small February 8, 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 | 0.0914 | |||
| Market Risk Adjusted Performance | 0.1138 | |||
| Mean Deviation | 0.98 | |||
| Semi Deviation | 1.08 | |||
| Downside Deviation | 1.34 | |||
| Coefficient Of Variation | 917.47 | |||
| Standard Deviation | 1.26 | |||
| Variance | 1.59 | |||
| Information Ratio | 0.0379 | |||
| Jensen Alpha | 0.0296 | |||
| Total Risk Alpha | 0.0028 | |||
| Sortino Ratio | 0.0358 | |||
| Treynor Ratio | 0.1038 | |||
| Maximum Drawdown | 4.7 | |||
| Value At Risk | (1.85) | |||
| Potential Upside | 2.13 | |||
| Downside Variance | 1.78 | |||
| Semi Variance | 1.16 | |||
| Expected Short fall | (1.06) | |||
| Skewness | 0.1187 | |||
| Kurtosis | 0.2128 |
Pimco Small Cap Backtested Returns
At this stage we consider Pimco Mutual Fund to be not too volatile. Pimco Small Cap maintains Sharpe Ratio (i.e., Efficiency) of 0.13, which implies the entity had a 0.13 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Pimco Small Cap, which you can use to evaluate the volatility of the fund. Please check Pimco Small's Coefficient Of Variation of 917.47, risk adjusted performance of 0.0914, and Semi Deviation of 1.08 to confirm if the risk estimate we provide is consistent with the expected return of 0.16%. The fund holds a Beta of 1.23, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Pimco Small will likely underperform.
Auto-correlation | 0.60 |
Good predictability
Pimco Small Cap has good predictability. Overlapping area represents the amount of predictability between Pimco Small time series from 10th of November 2025 to 25th of December 2025 and 25th of December 2025 to 8th 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 Small Cap price movement. The serial correlation of 0.6 indicates that roughly 60.0% of current Pimco Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.6 | |
| Spearman Rank Test | 0.54 | |
| Residual Average | 0.0 | |
| Price Variance | 0.04 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Pimco Small Cap reported net income of 0.0. This indicator is about the same for the PIMCO average (which is currently at 0.0) family and about the same as Small Blend (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Pimco Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Pimco Small's current stock value. Our valuation model uses many indicators to compare Pimco Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Pimco Small competition to find correlations between indicators driving Pimco Small's intrinsic value. More Info.Pimco Small Cap is rated below average in annual yield among similar funds. It also is rated below average in year to date return among similar funds creating about 90.72 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 Small's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Pimco Small
The fund invests 23.01% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (36.4%) , cash (29.09%) and various exotic instruments.Asset allocation divides Pimco Small'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 for 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 manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Pimco Fundamentals
| Total Asset | 1.95 B | ||||
| Annual Yield | 0.08 % | ||||
| Year To Date Return | 7.05 % | ||||
| One Year Return | 19.84 % | ||||
| Three Year Return | 13.94 % | ||||
| Five Year Return | 5.99 % | ||||
| Ten Year Return | 10.89 % | ||||
| Net Asset | 1.81 B | ||||
| Minimum Initial Investment | 1000 K | ||||
| Last Dividend Paid | 0.5 | ||||
| Cash Position Weight | 29.09 % | ||||
| Equity Positions Weight | 23.01 % | ||||
| Bond Positions Weight | 36.40 % |
About Pimco Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Pimco Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Pimco Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Pimco Small Cap 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.
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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 Small 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 Small security.
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