Pimco Global Multi Asset Fund Manager Performance Evaluation
| PGAIX Fund | USD 14.97 0.06 0.40% |
The fund holds a Beta of 0.38, which implies possible diversification benefits within a given portfolio. As returns on the market increase, Pimco Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pimco Global is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Pimco Global Multi Asset are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Pimco Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.1100 |
Pimco |
Pimco Global Relative Risk vs. Return Landscape
If you would invest 1,447 in Pimco Global Multi Asset on September 1, 2024 and sell it today you would earn a total of 50.00 from holding Pimco Global Multi Asset or generate 3.46% return on investment over 90 days. Pimco Global Multi Asset is currently producing 0.0539% returns and takes up 0.4011% 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 Global Current Valuation
Fairly Valued
Today
Please note that Pimco Global's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pimco Global Multi holds a recent Real Value of $14.89 per share. The prevailing price of the fund is $14.97. We determine the value of Pimco Global Multi 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 Global is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pimco Mutual Fund. However, Pimco Global'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 14.97 | Real 14.89 | Hype 14.97 | Naive 14.99 |
The intrinsic value of Pimco Global'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 Global'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 Global Multi Asset 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 Global more accurately as focusing exclusively on Pimco Global's fundamentals will not take into account other important factors: Pimco Global Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pimco Global's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pimco Global Multi Asset, and traders can use it to determine the average amount a Pimco Global'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 = 0.1344
| Best Portfolio | Best Equity | |||
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| Cash | PGAIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.4 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Pimco Global is performing at about 10% 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 Global by adding it to a well-diversified portfolio.
Pimco Global Fundamentals Growth
Pimco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pimco Global, and Pimco Global 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.
| Price To Earning | 17.93 X | ||||
| Price To Book | 1.93 X | ||||
| Price To Sales | 1.54 X | ||||
| Total Asset | 347.05 M | ||||
About Pimco Global Performance
Evaluating Pimco Global's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pimco Global 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 Global 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 seeks to achieve its investment objective by investing under normal circumstances in a combination of affiliated and unaffiliated funds, which may or may not be registered under the Investment Company Act of 1940, as amended , Fixed Income Instruments, equity securities, forwards and derivatives. Fixed Income Instruments include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private sector entities.Things to note about Pimco Global Multi performance evaluation
Checking the ongoing alerts about Pimco Global for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pimco Global Multi 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 about 16.75% of its assets in cash |
- Analyzing Pimco Global'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 Global's stock is overvalued or undervalued compared to its peers.
- Examining Pimco Global'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 Global's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pimco Global's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pimco Global's mutual fund. These opinions can provide insight into Pimco Global's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pimco Mutual Fund
Pimco Global 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 Global security.
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