Pimco Commoditiesplus Strategy Fund Manager Performance Evaluation
| PCLNX Fund | USD 6.07 0.05 0.82% |
The fund holds a Beta of 0.064, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pimco Commoditiesplus' returns are expected to increase less than the market. However, during the bear market, the loss of holding Pimco Commoditiesplus is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Pimco Commoditiesplus Strategy has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 1st of August 2022 |
Pimco |
Pimco Commoditiesplus Relative Risk vs. Return Landscape
If you would invest 670.00 in Pimco Commoditiesplus Strategy on January 12, 2025 and sell it today you would lose (63.00) from holding Pimco Commoditiesplus Strategy or give up 9.4% of portfolio value over 90 days. Pimco Commoditiesplus Strategy is currently producing negative expected returns and takes up 1.0142% volatility of returns over 90 trading days. Put another way, 9% 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 Commoditiesplus Current Valuation
Fairly Valued
Today
Please note that Pimco Commoditiesplus' price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Pimco Commoditiesplus holds a recent Real Value of $6.15 per share. The prevailing price of the fund is $6.07. We determine the value of Pimco Commoditiesplus 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 Commoditiesplus is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pimco Mutual Fund. However, Pimco Commoditiesplus' 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 6.07 | Real 6.15 | Hype 6.07 | Naive 5.64 |
The intrinsic value of Pimco Commoditiesplus' 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 Commoditiesplus' 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 Commoditiesplus Strategy 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 Commoditiesplus more accurately as focusing exclusively on Pimco Commoditiesplus' fundamentals will not take into account other important factors: Pimco Commoditiesplus Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pimco Commoditiesplus' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pimco Commoditiesplus Strategy, and traders can use it to determine the average amount a Pimco Commoditiesplus' 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 = -0.1494
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PCLNX |
Estimated Market Risk
| 1.01 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.15 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.15 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Pimco Commoditiesplus 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 Commoditiesplus by adding Pimco Commoditiesplus to a well-diversified portfolio.
Pimco Commoditiesplus Fundamentals Growth
Pimco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pimco Commoditiesplus, and Pimco Commoditiesplus 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 | 10.77 M | ||||
About Pimco Commoditiesplus Performance
Evaluating Pimco Commoditiesplus' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pimco Commoditiesplus 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 Commoditiesplus 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 in commodity-linked derivative instruments backed by an actively managed, low volatility portfolio of Fixed Income Instruments, and may also invest directly in commodities. 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 Commoditiesplus performance evaluation
Checking the ongoing alerts about Pimco Commoditiesplus for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pimco Commoditiesplus help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pimco Commoditiesplus generated a negative expected return over the last 90 days | |
| Pimco Commoditiesplus generated-4.0 ten year return of -4.0% | |
| This fund maintains about 37.49% of its assets in cash |
- Analyzing Pimco Commoditiesplus' 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 Commoditiesplus' stock is overvalued or undervalued compared to its peers.
- Examining Pimco Commoditiesplus' 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 Commoditiesplus' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pimco Commoditiesplus' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pimco Commoditiesplus' mutual fund. These opinions can provide insight into Pimco Commoditiesplus' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pimco Mutual Fund
Pimco Commoditiesplus 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 Commoditiesplus security.
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges |