Pimco Energy Tactical Fund Manager Performance Evaluation
| PDX Fund | 19.99 0.12 0.60% |
The fund holds a Beta of 0.17, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pimco Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pimco Energy 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 Energy Tactical are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly abnormal fundamental indicators, Pimco Energy may actually be approaching a critical reversion point that can send shares even higher in March 2026.
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Pimco Energy Relative Risk vs. Return Landscape
If you would invest 1,823 in Pimco Energy Tactical on November 19, 2025 and sell it today you would earn a total of 176.00 from holding Pimco Energy Tactical or generate 9.65% return on investment over 90 days. Pimco Energy Tactical is generating 0.1551% of daily returns assuming volatility of 0.8945% on return distribution over 90 days investment horizon. In other words, 8% of funds are less volatile than Pimco, and above 97% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Pimco Energy Current Valuation
Fairly Valued
Today
Please note that Pimco Energy's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pimco Energy Tactical holds a recent Real Value of USD19.83 per share. The prevailing price of the fund is USD19.99. We determine the value of Pimco Energy Tactical from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued funds and dropping overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
Since Pimco Energy is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pimco Fund. However, Pimco Energy'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 19.99 | Real 19.83 | Hype 20.1 |
The intrinsic value of Pimco Energy'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 Energy'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 Energy Tactical 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 Energy more accurately as focusing exclusively on Pimco Energy's fundamentals will not take into account other important factors: Pimco Energy 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 |
| 19.99 | 90 days | 19.99 | about 10.78 |
Based on a normal probability distribution, the odds of Pimco Energy to move above the current price in 90 days from now is about 10.78 (This Pimco Energy Tactical probability density function shows the probability of Pimco Fund to fall within a particular range of prices over 90 days) .
Pimco Energy Price Density |
| Price |
Predictive Modules for Pimco Energy
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 Energy Tactical. 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 Energy'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 Energy Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Pimco Energy is not an exception. The market had few large corrections towards the Pimco Energy'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 Energy Tactical, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Pimco Energy within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.14 | |
β | Beta against Dow Jones | 0.17 | |
σ | Overall volatility | 0.84 | |
Ir | Information ratio | 0.11 |
Pimco Energy Fundamentals Growth
Pimco Fund prices reflect investors' perceptions of the future prospects and financial health of Pimco Energy, and Pimco Energy 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.
About Pimco Energy Performance
Evaluating Pimco Energy's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pimco Energy 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 Energy 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.
Things to note about Pimco Energy Tactical performance evaluation
Checking the ongoing alerts about Pimco Energy for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Pimco Energy Tactical help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Pimco Energy's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Pimco Energy's fund performance include:- Analyzing Pimco Energy'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 Energy's stock is overvalued or undervalued compared to its peers.
- Examining Pimco Energy'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 Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pimco Energy's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Pimco Energy's fund. These opinions can provide insight into Pimco Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pimco Fund
Pimco Energy 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 Energy security.
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