Pimco Access Income Fund Manager Performance Evaluation
| XPAAX Fund | USD 15.44 0.03 0.19% |
The fund holds a Beta of 0.0748, which implies not very significant fluctuations relative to the market. As returns on the market increase, Pimco Access' returns are expected to increase less than the market. However, during the bear market, the loss of holding Pimco Access is expected to be smaller as well.
Risk-Adjusted Performance
Soft
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Pimco Access Income are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Pimco Access is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...morePimco |
Pimco Access Relative Risk vs. Return Landscape
If you would invest 1,534 in Pimco Access Income on October 15, 2025 and sell it today you would earn a total of 10.00 from holding Pimco Access Income or generate 0.65% return on investment over 90 days. Pimco Access Income is currently producing 0.0107% returns and takes up 0.2273% volatility of returns over 90 trading days. Put another way, 2% 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 Access Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pimco Access' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pimco Access Income, and traders can use it to determine the average amount a Pimco Access' 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 = 0.0472
| High Returns | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | XPAAX |
Based on monthly moving average Pimco Access is performing at about 3% 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 Access by adding it to a well-diversified portfolio.
About Pimco Access Performance
Evaluating Pimco Access' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pimco Access 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 Access 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.
Pimco Access is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Pimco Access Income performance evaluation
Checking the ongoing alerts about Pimco Access for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pimco Access Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Pimco Access' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Pimco Access' mutual fund performance include:- Analyzing Pimco Access' 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 Access' stock is overvalued or undervalued compared to its peers.
- Examining Pimco Access' 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 Access' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pimco Access' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pimco Access' mutual fund. These opinions can provide insight into Pimco Access' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pimco Mutual Fund
Pimco Access 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 Access security.
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes |