Pimco Preferred And Fund Manager Performance Evaluation
| PFCJX Fund | USD 9.30 0.02 0.22% |
The fund holds a Beta of 0.026, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pimco Preferred's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pimco Preferred is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Pimco Preferred And are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward-looking indicators, Pimco Preferred is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 18th of April 2023 | |
| Expense Ratio | 2.2300 |
Pimco |
Pimco Preferred Relative Risk vs. Return Landscape
If you would invest 918.00 in Pimco Preferred And on August 29, 2024 and sell it today you would earn a total of 12.00 from holding Pimco Preferred And or generate 1.31% return on investment over 90 days. Pimco Preferred And is currently producing 0.0204% returns and takes up 0.1341% 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 Preferred Current Valuation
Overvalued
Today
Please note that Pimco Preferred's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Pimco Preferred And holds a recent Real Value of $8.55 per share. The prevailing price of the fund is $9.3. We determine the value of Pimco Preferred And 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 Preferred is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pimco Mutual Fund. However, Pimco Preferred'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 9.3 | Real 8.55 | Hype 9.3 | Naive 9.28 |
The intrinsic value of Pimco Preferred'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 Preferred'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 Preferred And 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 Preferred more accurately as focusing exclusively on Pimco Preferred's fundamentals will not take into account other important factors: Pimco Preferred Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pimco Preferred's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pimco Preferred And, and traders can use it to determine the average amount a Pimco Preferred'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 = 0.1519
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| Negative Returns | PFCJX |
Estimated Market Risk
| 0.13 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Pimco Preferred is performing at about 11% of its full potential. 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 Preferred by adding it to a well-diversified portfolio.
Pimco Preferred Fundamentals Growth
Pimco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pimco Preferred, and Pimco Preferred 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 | 15.29 M | |||
About Pimco Preferred Performance
Evaluating Pimco Preferred's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pimco Preferred 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 Preferred 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 at least 80 percent of its assets in a diversified portfolio of preferred securities and Capital Securities. Capital Securities include securities issued by U.S. and non-U.S. financial institutions that can be used to satisfy their regulatory capital requirements and securities, which may include instruments referred to as hybrid securities, that would be subordinated to at least one type of debt.Things to note about Pimco Preferred And performance evaluation
Checking the ongoing alerts about Pimco Preferred for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pimco Preferred And 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 three year return of 0.0% | |
| Pimco Preferred And maintains about 20.39% of its assets in bonds |
- Analyzing Pimco Preferred'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 Preferred's stock is overvalued or undervalued compared to its peers.
- Examining Pimco Preferred'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 Preferred's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pimco Preferred's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pimco Preferred's mutual fund. These opinions can provide insight into Pimco Preferred's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pimco Mutual Fund
Pimco Preferred 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 Preferred security.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |