Pimco Inflation Response Fund Manager Performance Evaluation
| PFRMX Fund | 8.34 0.01 0.12% |
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 Inflation's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pimco Inflation is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Very Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Pimco Inflation Response are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Pimco Inflation is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Pimco Inflation Relative Risk vs. Return Landscape
If you would invest 830.00 in Pimco Inflation Response on August 28, 2024 and sell it today you would earn a total of 4.00 from holding Pimco Inflation Response or generate 0.48% return on investment over 90 days. Pimco Inflation Response is currently producing 0.0082% returns and takes up 0.3506% volatility of returns over 90 trading days. Put another way, 3% 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 Inflation Current Valuation
Fairly Valued
Today
Please note that Pimco Inflation's price fluctuation is very steady at this time. Based on Macroaxis valuation methodology, the fund is fairly valued. Pimco Inflation Response holds a recent Real Value of USD8.34 per share. The prevailing price of the fund is USD8.34. Our model determines the value of Pimco Inflation Response from analyzing the fund technical indicators and probability of bankruptcy. In general, investors 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 Inflation is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pimco Mutual Fund. However, Pimco Inflation'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 8.34 | Real 8.34 | Hype 8.33 | Naive 8.32 |
The intrinsic value of Pimco Inflation'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 Inflation'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 Inflation Response 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 Inflation more accurately as focusing exclusively on Pimco Inflation's fundamentals will not take into account other important factors: Pimco Inflation Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pimco Inflation's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pimco Inflation Response, and traders can use it to determine the average amount a Pimco Inflation'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 = 0.0235
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| Negative Returns | PFRMX |
Estimated Market Risk
| 0.35 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Pimco Inflation is performing at about 1% 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 Inflation by adding it to a well-diversified portfolio.
Pimco Inflation Fundamentals Growth
Pimco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pimco Inflation, and Pimco Inflation 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.
About Pimco Inflation Performance
Evaluating Pimco Inflation's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pimco Inflation 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 Inflation 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 in a combination of Fixed Income Instruments of varying maturities, equity securities, affiliated and unaffiliated investment companies, which may or may not be registered under the Investment Company Act of 1940, as amended , forwards and derivatives, such as options, futures contracts or swap agreements, of various asset classes in seeking to mitigate the negative effects of inflation. It may invest up to 25 percent of its total assets in equity-related investments.Things to note about Pimco Inflation Response performance evaluation
Checking the ongoing alerts about Pimco Inflation for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pimco Inflation Response help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains all of the assets in different exotic instruments |
- Analyzing Pimco Inflation'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 Inflation's stock is overvalued or undervalued compared to its peers.
- Examining Pimco Inflation'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 Inflation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pimco Inflation's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pimco Inflation's mutual fund. These opinions can provide insight into Pimco Inflation's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pimco Mutual Fund
Pimco Inflation 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 Inflation security.
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