Pimco Diversified Income Fund Manager Performance Evaluation
| PDNIX Fund | USD 10.01 -0.04 -0.40% |
The fund secures a Beta (Market Risk) of 0.0632, which means not very significant fluctuations relative to the market. As returns on the market increase, Pimco Diversified's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pimco Diversified is expected to be smaller as well.
Risk-Adjusted Performance
Moderate
Weak | Strong |
Compared with the broader market, risk-adjusted returns on Pimco Diversified Income rank lower than 7% of all funds and fund portfolios over the last 90 days. This score becomes more useful when investors compare it with downside risk, Sharpe Ratio, and current trend stability. Despite somewhat strong forward indicators, Pimco Diversified is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | When Your Private Fund Turns 1 Into 60 Cents - The Wall Street Journal | 12/19/2025 |
| Expense Ratio Date | 1st of August 2025 | |
| Expense Ratio | 0.9600 |
Pimco |
Pimco Diversified Relative Risk vs. Return Landscape
If you would invest 990.00 in Pimco Diversified Income on December 9, 2025 and sell it today you would earn a total of 11.00 from holding Pimco Diversified Income or generate 1.11% return on investment over 90 days. Pimco Diversified Income is currently producing 0.0183% returns and takes up 0.184% volatility of returns over 90 trading days. Put another way, 1% 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 Diversified Current Valuation
Fairly Valued
Today
Please note that Pimco Diversified's price fluctuation is Very Low at this time. At this time, Pimco Diversified appears to be fairly valued. Pimco Diversified Income has a last-minute Real Value of $10.01 per share. The last-minute price of the fund is $10.01. We determine the value of Pimco Diversified Income from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support taking in undervalued mutual funds and trading overvalued mutual funds since, in the future, mutual fund prices and their ongoing real values will grow together.
Since Pimco Diversified is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pimco Mutual Fund. However, Pimco Diversified'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 10.01 | Real 10.01 | Hype 10.01 | Naive 9.95 |
Pimco Diversified intrinsic value reflects its underlying financial performance, competitive position, and long-term growth potential. Methods used to estimate Pimco Diversified's intrinsic value include discounted cash flow analysis, price-to-earnings multiples, and asset-based approaches.
The full valuation picture for Pimco Diversified Income requires examining both the upside case and potential downside risks. Integrating Pimco mutual fund into a portfolio strategy hinges on an accurate assessment of its fair value range.Pimco Diversified 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 Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 10.01 | 90 days | 10.01 | about 55.65 |
Based on a normal probability distribution, the odds of Pimco Diversified to move above the current price in 90 days from now is about 55.65 (This Pimco Diversified Income probability density function shows the probability of Pimco Mutual Fund to fall within a particular range of prices over 90 days) .
Pimco Diversified Price Density |
| Price |
Predictive Modules for Pimco Diversified
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 Diversified Income. 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.The mean reversion principle applied to Pimco Diversified's suggests that neither prolonged outperformance nor underperformance is permanent. Investors exploit this by positioning against extremes in price relative to fundamental value.
Pimco Diversified Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Pimco Diversified is not an exception. The market had few large corrections towards the Pimco Diversified'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 Diversified Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Pimco Diversified within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.0022 | |
β | Beta against Dow Jones | 0.06 | |
σ | Overall volatility | 0.07 | |
Ir | Information ratio | -0.0108 |
Pimco Diversified 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 Diversified for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Pimco Diversified Income 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 43.57% of its assets in bonds |
Pimco Diversified Fundamentals Growth
Pimco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pimco Diversified, and Pimco Diversified 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 | 17.88 M | |||
Pimco Diversified Performance and Risk-Adjusted Returns
Pimco Diversified performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Defensive traits reduce macro sensitivity. Our framework examines whether Pimco Diversified complements diversified exposures over long horizons.
Methodology
Unless otherwise specified, data for Pimco Diversified Income is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Pimco (USA Stocks:PDNIX) market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions Return metrics, performance scores, and risk-adjusted figures shown here are computed from historical price series.
Assumptions
We use public fund disclosures, holdings reports, and market data feeds with disclosures published by U.S. Securities and Exchange Commission (SEC) via EDGAR as reference inputs. Data may be normalized and can be delayed. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.Research Sources
Pimco Diversified Income may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
Things to note about Pimco Diversified Income performance evaluation
Automated alerts tied to Pimco Diversified Income help investors surface material conditions that may support or challenge the current thesis before they become expensive mistakes. In practice, the value comes from seeing which signals are new, which are persistent, and which are strong enough to justify action.
| The fund maintains about 43.57% of its assets in bonds |
- Analyzing Pimco Diversified'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 Diversified's stock is overvalued or undervalued compared to its peers.
- Examining Pimco Diversified'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 Diversified's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pimco Diversified's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pimco Diversified's mutual fund. These opinions can provide insight into Pimco Diversified's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Resources for Pimco Mutual Fund Analysis
Other Information on Investing in Pimco Mutual Fund
Financial ratios for Pimco Diversified help frame valuation context across profits, cash flow, and enterprise value. They help compare Pimco to other measures in a consistent way.
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