Pimco Global Incme Fund Manager Performance Evaluation
| PGI-UN Fund | CAD 7.52 0.09 1.21% |
The fund holds a Beta of 0.18, which implies not very significant fluctuations relative to the market. 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
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Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in PIMCO Global Incme are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. Despite somewhat 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| Fifty Two Week Low | 9.00 | |
| Fifty Two Week High | 10.50 |
PIMCO |
PIMCO Global Relative Risk vs. Return Landscape
If you would invest 746.00 in PIMCO Global Incme on September 3, 2024 and sell it today you would earn a total of 6.00 from holding PIMCO Global Incme or generate 0.8% return on investment over 90 days. PIMCO Global Incme is generating 0.0148% of daily returns and assumes 0.6778% volatility on return distribution over the 90 days horizon. Simply put, 6% of funds are less volatile than PIMCO, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
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 funds, such as PIMCO Global Incme, 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 = 0.0218
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| Negative Returns | PGI-UN |
Estimated Market Risk
| 0.68 actual daily | 6 94% 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 Global 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 Global by adding it to a well-diversified portfolio.
About PIMCO Global Performance
By analyzing PIMCO Global's fundamental ratios, stakeholders can gain valuable insights into PIMCO Global's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. 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.
PIMCO Global Income Opportunities Fund is a close ended fixed income mutual fund launched and managed by PIMCO Canada Corp. PIMCO Global Income Opportunities Fund was formed on March 21, 2014 and is domiciled in Canada. PIMCO Global is traded on Toronto Stock Exchange in Canada.Things to note about PIMCO Global Incme performance evaluation
Checking the ongoing alerts about PIMCO Global for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for PIMCO Global Incme help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating PIMCO Global's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate PIMCO Global's fund performance include:- 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 Fund's leadership.
- Pay attention to analyst opinions and ratings of PIMCO Global's 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 Fund
PIMCO Global 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 Global security.
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