Pimco Short Asset Fund Manager Performance Evaluation
| PAIDX Fund | USD 9.95 0.01 0.10% |
The fund holds a Beta of -0.0275, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Pimco Short are expected to decrease at a much lower rate. During the bear market, Pimco Short is likely to outperform the market.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Pimco Short Asset are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Pimco Short is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio | 0.3600 |
Pimco |
Pimco Short Relative Risk vs. Return Landscape
If you would invest 981.00 in Pimco Short Asset on August 28, 2024 and sell it today you would earn a total of 14.00 from holding Pimco Short Asset or generate 1.43% return on investment over 90 days. Pimco Short Asset is currently producing 0.0226% returns and takes up 0.1085% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Pimco, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pimco Short Current Valuation
Undervalued
Today
Please note that Pimco Short's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Pimco Short Asset holds a recent Real Value of $10.83 per share. The prevailing price of the fund is $9.95. We determine the value of Pimco Short Asset from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Pimco Short is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pimco Mutual Fund. However, Pimco Short's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 9.95 | Real 10.83 | Hype 9.95 | Naive 9.93 |
The intrinsic value of Pimco Short's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Pimco Short's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Pimco Short Asset helps investors to forecast how Pimco mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Pimco Short more accurately as focusing exclusively on Pimco Short's fundamentals will not take into account other important factors: Pimco Short Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pimco Short's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pimco Short Asset, and traders can use it to determine the average amount a Pimco Short'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 = 0.2078
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| PAIDX |
Based on monthly moving average Pimco Short is performing at about 16% of its full potential. 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 Short by adding it to a well-diversified portfolio.
Pimco Short Fundamentals Growth
Pimco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pimco Short, and Pimco Short 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 Mutual Fund performance.
| Total Asset | 3.69 B | ||||
About Pimco Short Performance
Evaluating Pimco Short's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pimco Short has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Pimco Short has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests normally at least 65 percent of its total assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. Fixed Income Instruments include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities.Things to note about Pimco Short Asset performance evaluation
Checking the ongoing alerts about Pimco Short for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pimco Short Asset help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 12.7% of its assets in cash |
- Analyzing Pimco Short's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Pimco Short's stock is overvalued or undervalued compared to its peers.
- Examining Pimco Short's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Pimco Short's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pimco Short's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pimco Short's mutual fund. These opinions can provide insight into Pimco Short's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pimco Mutual Fund
Pimco Short 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 Short security.
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