Pimco California Intermediate Fund Manager Performance Evaluation

PCIPX Fund  USD 9.46  0.01  0.11%   
The fund holds a Beta of 0.0281, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pimco California's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pimco California is expected to be smaller as well.

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Pimco California Intermediate are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Pimco California 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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Pimco California Relative Risk vs. Return Landscape

If you would invest  937.00  in Pimco California Intermediate on November 1, 2025 and sell it today you would earn a total of  9.00  from holding Pimco California Intermediate or generate 0.96% return on investment over 90 days. Pimco California Intermediate is currently producing 0.0157% returns and takes up 0.0887% 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  
Assuming the 90 days horizon Pimco California is expected to generate 3.94 times less return on investment than the market. But when comparing it to its historical volatility, the company is 8.4 times less risky than the market. It trades about 0.18 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.08 of returns per unit of risk over similar time horizon.

Pimco California Current Valuation

Undervalued
Today
9.46
Please note that Pimco California's price fluctuation is out of control at this time. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Pimco California Int recent Real Value cannot be determined due to lack of data. The prevailing price of Pimco California Int is $9.46. We determine the value of Pimco California Int 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 California is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pimco Mutual Fund. However, Pimco California'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  9.46 Real  0.0 Hype  0.0 Naive  9.44
The intrinsic value of Pimco California'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 California'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.
0.00
Real Value
0.09
Upside
Estimating the potential upside or downside of Pimco California Intermediate 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 California more accurately as focusing exclusively on Pimco California's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
9.389.439.48
Details
Hype
Prediction
LowEstimatedHigh
0.000.000.09
Details
Naive
Forecast
LowNext ValueHigh
9.359.449.52
Details

Pimco California Target Price Odds to finish over Current Price

The tendency of Pimco Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 9.46 90 days 9.46 
under 4
Based on a normal probability distribution, the odds of Pimco California to move above the current price in 90 days from now is under 4 (This Pimco California Intermediate probability density function shows the probability of Pimco Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Pimco California has a beta of 0.0281 indicating as returns on the market go up, Pimco California average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Pimco California Intermediate will be expected to be much smaller as well. Additionally Pimco California Intermediate has an alpha of 0.0043, implying that it can generate a 0.004265 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Pimco California Price Density   
       Price  

Predictive Modules for Pimco California

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Pimco California Int. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
0.000.000.09
Details
Intrinsic
Valuation
LowRealHigh
0.000.000.09
Details
Naive
Forecast
LowNextHigh
9.359.449.52
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
9.389.439.48
Details

Pimco California Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Pimco California is not an exception. The market had few large corrections towards the Pimco California's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Pimco California Intermediate, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Pimco California within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0
β
Beta against Dow Jones0.03
σ
Overall volatility
0.03
Ir
Information ratio -0.51

Pimco California Alerts and Suggestions

In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Pimco California for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Pimco California Int can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
The fund maintains about 12.13% of its assets in cash

Pimco California Fundamentals Growth

Pimco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pimco California, and Pimco California 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 Asset126.08 M

About Pimco California Performance

Evaluating Pimco California's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pimco California 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 California 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 normally invests at least 80 percent of its assets in debt securities whose interest is, in the opinion of bond counsel for the issuer at the time of issuance, exempt from regular federal income tax and California income tax. Pimco California is traded on NASDAQ Exchange in the United States.

Things to note about Pimco California Int performance evaluation

Checking the ongoing alerts about Pimco California for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pimco California Int 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 12.13% of its assets in cash
Evaluating Pimco California's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Pimco California's mutual fund performance include:
  • Analyzing Pimco California'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 California's stock is overvalued or undervalued compared to its peers.
  • Examining Pimco California'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 California's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pimco California's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Pimco California's mutual fund. These opinions can provide insight into Pimco California's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Pimco California's mutual fund performance is not an exact science, and many factors can impact Pimco California's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Other Information on Investing in Pimco Mutual Fund

Pimco California 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 California security.
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