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Collecting data for FCBCX and PTTRX ...

Asset Comparison and Correlation

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Investment horizon: 
  30 Days    Login   to change
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 Nuveen Strategic Income C  vs   PIMCO Total Return Instl
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Daily Returns (%)
PTTRX   FCBCX   
 
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Timeline
Assuming 30 trading days horizon, Nuveen Strategic Income C is expected to generate 1.0 times more return on investment than PIMCO. However, Nuveen Strategic Income C is as risky as PIMCO. It trades about 0.13 of its potential returns per unit of risk. PIMCO Total Return Instl is currently generating about -0.2 per unit of risk. If you would invest  1,152  in Nuveen Strategic Income C on April 21, 2013 and sell it today you would earn a total of  4.00  from holding Nuveen Strategic Income C or generate 0.35% return on investment over 30 days.

Diversification

Poor diversification
Overlapping area represents amount of risk that can be diversified away by holding Nuveen Strategic Income C and PIMCO Total Return Instl in the same portfolio assuming nothing else is changed

Correlation Coefficient

0.7
Parameters
Time Period1 Month [change]
DirectionPositive PTTRX Moved Up vs FCBCX
StrengthSignificant
Accuracy95.24%
ValuesDaily Returns
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Predicted Return Density
 
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Returns   
PTTRX   FCBCX   

Nuveen Strategic Income C

Alpha
 
Profile
    
Nuveen
Performance
7
Out Of
100
Over 30
Days
?
93% of all equities and portfolios perform better than Nuveen Strategic Income C. Compared with the overall equity markets, risk-adjusted returns on investments in Nuveen Strategic Income C are ranked lower than 7 (%) of all global equities and portfolios over the last 30 days.
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Match ups for Nuveen

PIMCO Total Return Instl vs. Nuveen Strategic Income C
PIMCO Total Return B vs. Nuveen Strategic Income C
PIMCO Total Return Admin vs. Nuveen Strategic Income C
PIMCO Total Return C vs. Nuveen Strategic Income C
PIMCO Total Return D vs. Nuveen Strategic Income C
PIMCO Total Return R vs. Nuveen Strategic Income C
PIMCO Total Return A vs. Nuveen Strategic Income C
PIMCO Total Return P vs. Nuveen Strategic Income C
Vanguard Total Bond Market Index Inv vs. Nuveen Strategic Income C
Vanguard Total Bond Market Index Adm vs. Nuveen Strategic Income C
  

PIMCO Total Return Instl

Alpha
 
Profile
    
PIMCO
Performance
0
Out Of
100
Over 30
Days
?
Over the last 30 days PIMCO Total Return Instl has generated negative risk-adjusted returns adding no value to investors with long positions.
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Match ups for PIMCO

PIMCO Total Return B vs. PIMCO Total Return Instl
PIMCO Total Return Admin vs. PIMCO Total Return Instl
PIMCO Total Return C vs. PIMCO Total Return Instl
PIMCO Total Return D vs. PIMCO Total Return Instl
PIMCO Total Return R vs. PIMCO Total Return Instl
PIMCO Total Return A vs. PIMCO Total Return Instl
PIMCO Total Return P vs. PIMCO Total Return Instl
Vanguard Total Bond Market Index Inv vs. PIMCO Total Return Instl
Vanguard Total Bond Market Index Adm vs. PIMCO Total Return Instl


 
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