Pimco Investment Grade Etf Performance
| IGCF Etf | CAD 16.59 0.01 0.06% |
The etf holds a Beta of -0.0096, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning PIMCO Investment are expected to decrease at a much lower rate. During the bear market, PIMCO Investment is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days PIMCO Investment Grade has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy basic indicators, PIMCO Investment is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
| In Threey Sharp Ratio | -0.70 |
PIMCO |
PIMCO Investment Relative Risk vs. Return Landscape
If you would invest 1,664 in PIMCO Investment Grade on September 1, 2024 and sell it today you would lose (5.00) from holding PIMCO Investment Grade or give up 0.3% of portfolio value over 90 days. PIMCO Investment Grade is generating negative expected returns and assumes 0.443% volatility on return distribution over the 90 days horizon. Simply put, 3% of etfs are less volatile than PIMCO, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
PIMCO Investment Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for PIMCO Investment's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as PIMCO Investment Grade, and traders can use it to determine the average amount a PIMCO Investment's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0084
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| Negative Returns | IGCF |
Estimated Market Risk
| 0.44 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average PIMCO Investment is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of PIMCO Investment by adding PIMCO Investment to a well-diversified portfolio.
PIMCO Investment Fundamentals Growth
PIMCO Etf prices reflect investors' perceptions of the future prospects and financial health of PIMCO Investment, and PIMCO Investment fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on PIMCO Etf performance.
| Total Asset | 100.73 M | |||
About PIMCO Investment Performance
By examining PIMCO Investment's fundamental ratios, stakeholders can obtain critical insights into PIMCO Investment's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that PIMCO Investment is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The investment objective of the Fund is to maximize current income consistent with preservation of capital and prudent investment management. PIMCO INVESTMENT is traded on Toronto Stock Exchange in Canada.| PIMCO Investment generated a negative expected return over the last 90 days | |
| PIMCO Investment Grade generated five year return of -1.0% | |
| This fund retains about 74.6% of its assets under management (AUM) in fixed income securities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in PIMCO Investment Grade. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.