Pimco Equity Series Fund Market Value
| PBLLX Fund | 15.89 0.06 0.38% |
| Symbol | 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.
| 11/22/2025 |
| 02/20/2026 |
If you would invest 0.00 in Pimco Equity on November 22, 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 Fidelity Advisor, Goldman Sachs, Wells Fargo, James Balanced, and Oppenheimer Gold. 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 | 0.015 | |||
| 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 | 0.0835 | |||
| Jensen Alpha | 0.0645 | |||
| Total Risk Alpha | 0.0172 | |||
| Sortino Ratio | 0.0129 | |||
| Treynor Ratio | (3.06) |
Pimco Equity February 20, 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 | 0.0835 | |||
| Market Risk Adjusted Performance | (3.05) | |||
| Mean Deviation | 0.5001 | |||
| Semi Deviation | 0.5902 | |||
| Downside Deviation | 0.7674 | |||
| Coefficient Of Variation | 900.21 | |||
| Standard Deviation | 0.6611 | |||
| Variance | 0.437 | |||
| Information Ratio | 0.015 | |||
| Jensen Alpha | 0.0645 | |||
| Total Risk Alpha | 0.0172 | |||
| Sortino Ratio | 0.0129 | |||
| Treynor Ratio | (3.06) | |||
| Maximum Drawdown | 3.12 | |||
| Value At Risk | (1.19) | |||
| Potential Upside | 1.02 | |||
| Downside Variance | 0.589 | |||
| Semi Variance | 0.3484 | |||
| Expected Short fall | (0.50) | |||
| Skewness | (0.30) | |||
| Kurtosis | 0.4978 |
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-eight 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 0.0835, coefficient of variation of 900.21, and Semi Deviation of 0.5902 to confirm if the risk estimate we provide is consistent with the expected return of 0.12%. The fund holds a Beta of -0.0207, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Pimco Equity are expected to decrease at a much lower rate. During the bear market, Pimco Equity is likely to outperform the market.
Auto-correlation | 0.47 |
Average predictability
Pimco Equity Series has average predictability. Overlapping area represents the amount of predictability between Pimco Equity time series from 22nd of November 2025 to 6th of January 2026 and 6th of January 2026 to 20th 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 0.47 indicates that about 47.0% of current Pimco Equity price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.47 | |
| Spearman Rank Test | 0.6 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
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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