Pimco Small Cap Fund Manager Performance Evaluation
| PSCSX Fund | USD 9.00 0.17 1.85% |
The fund holds a Beta of 1.24, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Pimco Small will likely underperform.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Pimco Small Cap are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Pimco Small may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...more1 | Fund Update 34,991 PHILLIPS 66 shares added to FIRST FINANCIAL BANKSHARES INC portfolio - Quiver Quantitative | 11/10/2025 |
2 | PSX hits new high on crucial inflow - Dawn | 12/10/2025 |
3 | PSX storms past 183,000 mark as New Year rally gathers pace on fund inflows - Aaj English TV | 01/05/2026 |
Pimco |
Pimco Small Relative Risk vs. Return Landscape
If you would invest 841.00 in Pimco Small Cap on October 28, 2025 and sell it today you would earn a total of 59.00 from holding Pimco Small Cap or generate 7.02% return on investment over 90 days. Pimco Small Cap is currently producing 0.1181% returns and takes up 1.1833% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Pimco, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pimco Small Current Valuation
Fairly Valued
Today
Please note that Pimco Small's price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Pimco Small Cap holds a recent Real Value of $8.86 per share. The prevailing price of the fund is $9.0. We determine the value of Pimco Small Cap 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 Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pimco Mutual Fund. However, Pimco Small'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 9.0 | Real 8.86 | Hype 9.01 | Naive 9.2 |
The intrinsic value of Pimco Small'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 Small'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 Small Cap 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 Small more accurately as focusing exclusively on Pimco Small's fundamentals will not take into account other important factors: Pimco Small Target Price Odds to finish over Current Price
The tendency of Pimco Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 9.00 | 90 days | 9.00 | under 4 |
Based on a normal probability distribution, the odds of Pimco Small to move above the current price in 90 days from now is under 4 (This Pimco Small Cap probability density function shows the probability of Pimco Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.24 indicating as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Pimco Small will likely underperform. Additionally Pimco Small Cap has an alpha of 0.0183, implying that it can generate a 0.0183 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Pimco Small Price Density |
| Price |
Predictive Modules for Pimco Small
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Pimco Small Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Pimco Small's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Pimco Small Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Pimco Small is not an exception. The market had few large corrections towards the Pimco Small's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Pimco Small Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Pimco Small within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 1.24 | |
σ | Overall volatility | 0.31 | |
Ir | Information ratio | 0.03 |
Pimco Small Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Pimco Small for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Pimco Small Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: PSX storms past 183,000 mark as New Year rally gathers pace on fund inflows - Aaj English TV | |
| The fund maintains about 29.09% of its assets in cash |
Pimco Small Fundamentals Growth
Pimco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pimco Small, and Pimco Small 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 | 1.95 B | |||
About Pimco Small Performance
Evaluating Pimco Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pimco Small 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 Small 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 exceed the total return of the Russell 2000 Index by investing under normal circumstances in Russell 2000 Index derivatives, backed by a diversified portfolio of Fixed Income Instruments actively managed by PIMCO. 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 Small Cap performance evaluation
Checking the ongoing alerts about Pimco Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pimco Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: PSX storms past 183,000 mark as New Year rally gathers pace on fund inflows - Aaj English TV | |
| The fund maintains about 29.09% of its assets in cash |
- Analyzing Pimco Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Pimco Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pimco Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pimco Small's mutual fund. These opinions can provide insight into Pimco Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pimco Mutual Fund
Pimco Small 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 Small security.
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