Pimco California Short Fund Manager Performance Evaluation
| PCSCX Fund | USD 9.62 0.01 0.10% |
The fund holds a Beta of 0.86, which implies possible diversification benefits within a given portfolio. Pimco California returns are very sensitive to returns on the market. As the market goes up or down, Pimco California is expected to follow.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Pimco California Short has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
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Pimco |
Pimco California Relative Risk vs. Return Landscape
If you would invest 1,084 in Pimco California Short on September 28, 2025 and sell it today you would lose (122.00) from holding Pimco California Short or give up 11.25% of portfolio value over 90 days. Pimco California Short is currently producing negative expected returns and takes up 0.8957% volatility of returns over 90 trading days. Put another way, 8% 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 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 Short holds a recent Real Value of $9.75 per share. The prevailing price of the fund is $9.62. We determine the value of Pimco California Short 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 9.62 | Real 9.75 | Hype 9.64 | Naive 9.25 |
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 Short 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: Pimco California Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pimco California's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pimco California Short, and traders can use it to determine the average amount a Pimco California'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 = -0.207
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| Negative Returns | PCSCX |
Based on monthly moving average Pimco California 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 California by adding Pimco California to a well-diversified portfolio.
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 Asset | 129.66 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.
Under normal market conditions, the fund will seek to achieve its investment objective by investing at least 80 percent of its net assets in a portfolio of equity securities and equity related securities of small companies. The Adviser defines small companies as those with a market capitalization of 5 billion U.S. dollars or less at the time of initial investment, which includes micro-cap companies. It is non-diversified.Things to note about Pimco California Short 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 Short help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pimco California generated a negative expected return over the last 90 days | |
| The fund maintains about 10.17% of its assets in cash |
- 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.
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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