Pimco Income Fund Manager Performance Evaluation
| PIINX Fund | USD 10.57 0.01 0.09% |
The fund holds a Beta of 0.0298, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pimco Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pimco Income is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Pimco Income Fund has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Pimco Income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.0800 |
Pimco |
Pimco Income Relative Risk vs. Return Landscape
If you would invest 1,057 in Pimco Income Fund on August 24, 2024 and sell it today you would earn a total of 0.00 from holding Pimco Income Fund or generate 0.0% return on investment over 90 days. Pimco Income Fund is currently producing 2.0E-4% returns and takes up 0.1896% 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 Income Current Valuation
Fairly Valued
Today
Please note that Pimco Income's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pimco Income holds a recent Real Value of $10.59 per share. The prevailing price of the fund is $10.57. We determine the value of Pimco Income 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 Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pimco Mutual Fund. However, Pimco Income'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 10.57 | Real 10.59 | Hype 10.57 | Naive 10.55 |
The intrinsic value of Pimco Income'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 Income'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 Income Fund 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 Income more accurately as focusing exclusively on Pimco Income's fundamentals will not take into account other important factors: Pimco Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pimco Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pimco Income Fund, and traders can use it to determine the average amount a Pimco Income'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 = 9.0E-4
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PIINX |
Estimated Market Risk
| 0.19 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Pimco Income is not performing at its full potential. However, 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 Income by adding Pimco Income to a well-diversified portfolio.
Pimco Income Fundamentals Growth
Pimco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pimco Income, and Pimco Income 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 | 119.49 B | |||
About Pimco Income Performance
Evaluating Pimco Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pimco Income 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 Income 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 65 percent of its total assets in a multi-sector portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. It may invest up to 50 percent of its total assets in high yield securities rated below investment grade by Moodys, SP or Fitch, or if unrated, as determined by PIMCO.Things to note about Pimco Income performance evaluation
Checking the ongoing alerts about Pimco Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pimco Income 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 17.58% of its assets in bonds |
- Analyzing Pimco Income'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 Income's stock is overvalued or undervalued compared to its peers.
- Examining Pimco Income'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 Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pimco Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pimco Income's mutual fund. These opinions can provide insight into Pimco Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pimco Mutual Fund
Pimco Income 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 Income security.
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