Pimco Long Duration Fund Manager Performance Evaluation
| PLRPX Fund | USD 7.36 0.06 0.82% |
The fund holds a Beta of -0.14, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Pimco Long are expected to decrease at a much lower rate. During the bear market, Pimco Long is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Pimco Long Duration has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Pimco Long is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 3.0900 |
Pimco |
Pimco Long Relative Risk vs. Return Landscape
If you would invest 748.00 in Pimco Long Duration on September 2, 2024 and sell it today you would lose (12.00) from holding Pimco Long Duration or give up 1.6% of portfolio value over 90 days. Pimco Long Duration is currently producing negative expected returns and takes up 0.6654% volatility of returns over 90 trading days. Put another way, 5% 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 Long Current Valuation
Overvalued
Today
Please note that Pimco Long's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Pimco Long Duration holds a recent Real Value of $6.74 per share. The prevailing price of the fund is $7.36. We determine the value of Pimco Long Duration 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 Long is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pimco Mutual Fund. However, Pimco Long'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 7.36 | Real 6.74 | Hype 7.36 | Naive 7.42 |
The intrinsic value of Pimco Long'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 Long'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 Long Duration 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 Long more accurately as focusing exclusively on Pimco Long's fundamentals will not take into account other important factors: Pimco Long Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pimco Long's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pimco Long Duration, and traders can use it to determine the average amount a Pimco Long'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 = -0.0347
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PLRPX |
Estimated Market Risk
| 0.67 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.03 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Pimco Long 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 Long by adding Pimco Long to a well-diversified portfolio.
Pimco Long Fundamentals Growth
Pimco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pimco Long, and Pimco Long 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 | 14.80 X | ||||
| Price To Book | 0.65 X | ||||
| Price To Sales | 1.36 X | ||||
| Total Asset | 2.77 B | ||||
About Pimco Long Performance
Evaluating Pimco Long's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pimco Long 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 Long 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 diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. 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. It may invest up to 30 percent of its total assets in securities denominated in foreign currencies, and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers.Things to note about Pimco Long Duration performance evaluation
Checking the ongoing alerts about Pimco Long for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pimco Long Duration help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pimco Long Duration generated a negative expected return over the last 90 days | |
| Pimco Long Duration generated five year return of -2.0% | |
| This fund maintains about 7.12% of its assets in cash |
- Analyzing Pimco Long'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 Long's stock is overvalued or undervalued compared to its peers.
- Examining Pimco Long'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 Long's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pimco Long's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pimco Long's mutual fund. These opinions can provide insight into Pimco Long's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pimco Mutual Fund
Pimco Long 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 Long security.
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