Pimco California Municipal Fund Manager Performance Evaluation
| PCQ Fund | USD 8.99 0.04 0.45% |
The fund holds a Beta of 0.11, 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
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Pimco California Municipal are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. Even with relatively invariable fundamental indicators, Pimco California is not utilizing all of its potentials. The recent stock price agitation, may contribute to short-term losses for the retail investors.
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Pimco |
Pimco California Relative Risk vs. Return Landscape
If you would invest 878.00 in Pimco California Municipal on November 2, 2025 and sell it today you would earn a total of 21.00 from holding Pimco California Municipal or generate 2.39% return on investment over 90 days. Pimco California Municipal is generating 0.0389% of daily returns assuming volatility of 0.3938% on return distribution over 90 days investment horizon. In other words, 3% of funds are less volatile than Pimco, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Pimco California Current Valuation
Fairly Valued
Today
Please note that Pimco California's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pimco California Mun holds a recent Real Value of $8.95 per share. The prevailing price of the fund is $8.99. We determine the value of Pimco California Mun from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support buying undervalued funds and selling overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
Pimco California's intrinsic value may or may not be the same as its current market price of 8.99, 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 8.99 | Real 8.95 | Hype 8.99 | Naive 8.97 |
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.
Estimating the potential upside or downside of Pimco California Municipal helps investors to forecast how Pimco 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: Pimco California Target Price Odds to finish over Current Price
The tendency of Pimco 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 Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 8.99 | 90 days | 8.99 | near 1 |
Based on a normal probability distribution, the odds of Pimco California to move above the current price in 90 days from now is near 1 (This Pimco California Municipal probability density function shows the probability of Pimco Fund to fall within a particular range of prices over 90 days) .
Considering the 90-day investment horizon Pimco California has a beta of 0.11 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 Municipal will be expected to be much smaller as well. Additionally Pimco California Municipal has an alpha of 0.0227, implying that it can generate a 0.0227 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 Mun. Regardless of method or technology, however, to accurately forecast the fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the 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.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Pimco California's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
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 Municipal, 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 | 0.02 | |
β | Beta against Dow Jones | 0.11 | |
σ | Overall volatility | 0.09 | |
Ir | Information ratio | -0.02 |
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 Mun 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 generated five year return of -2.0% |
Pimco California Fundamentals Growth
Pimco 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 Fund performance.
| Return On Equity | -13.69 | ||||
| Return On Asset | 2.03 | ||||
| Profit Margin | (284.71) % | ||||
| Operating Margin | 82.13 % | ||||
| Current Valuation | 448.38 M | ||||
| Shares Outstanding | 18.91 M | ||||
| Price To Earning | 18.11 X | ||||
| Price To Book | 1.10 X | ||||
| Price To Sales | 17.18 X | ||||
| Revenue | 17.26 M | ||||
| Cash And Equivalents | 650 K | ||||
| Cash Per Share | 0.03 X | ||||
| Total Debt | 59.37 M | ||||
| Debt To Equity | 0.18 % | ||||
| Book Value Per Share | 14.28 X | ||||
| Cash Flow From Operations | 37.58 M | ||||
| Earnings Per Share | 0.87 X | ||||
About Pimco California Performance
Assessing Pimco California's fundamental ratios provides investors with valuable insights into Pimco California's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Pimco California is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
PIMCO California Municipal Income Fund is a closed ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. It is co-managed by Pacific Investment Management Company LLC. The fund invests in fixed income markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in municipal bonds. PIMCO California Municipal Income Fund was formed on June 29, 2001 and is domiciled in New York.Things to note about Pimco California Mun performance evaluation
Checking the ongoing alerts about Pimco California for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Pimco California Mun help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated five year return of -2.0% |
- 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 Fund's leadership.
- Pay attention to analyst opinions and ratings of Pimco California's fund. These opinions can provide insight into Pimco California's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pimco Fund
Pimco California financial ratios help investors to determine whether Pimco 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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