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Asset Comparison and Correlation

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Investment horizon: 
  30 Days    Login   to change
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 PIMCO Total Return Admin  vs   Forward Investment Grade FxdIn
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Daily Returns (%)
PTRAX   AIFIX   
 
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Timeline
Assuming 30 trading days horizon, PIMCO Total Return Admin is expected to generate 0.75 times more return on investment than Forward. However, PIMCO Total Return Admin is 1.33 times less risky than Forward. It trades about -0.2 of its potential returns per unit of risk. Forward Investment Grade FxdInc Instl is currently generating about -0.25 per unit of risk. If you would invest  1,131  in PIMCO Total Return Admin on April 21, 2013 and sell it today you would lose (8.00) from holding PIMCO Total Return Admin or give up 0.71% of portfolio value over 30 days.

Diversification

Poor diversification
Overlapping area represents amount of risk that can be diversified away by holding PIMCO Total Return Admin and Forward Investment Grade FxdIn in the same portfolio assuming nothing else is changed

Correlation Coefficient

0.67
Parameters
Time Period1 Month [change]
DirectionPositive AIFIX Moved Up vs PTRAX
StrengthSignificant
Accuracy85.71%
ValuesDaily Returns
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Predicted Return Density
 
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Returns   
PTRAX   AIFIX   

PIMCO Total Return Admin

Alpha
 
Profile
    
PIMCO
Performance
0
Out Of
100
Over 30
Days
?
Over the last 30 days PIMCO Total Return Admin 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 Instl vs. PIMCO Total Return Admin
PIMCO Total Return B vs. PIMCO Total Return Admin
PIMCO Total Return C vs. PIMCO Total Return Admin
PIMCO Total Return D vs. PIMCO Total Return Admin
PIMCO Total Return R vs. PIMCO Total Return Admin
PIMCO Total Return A vs. PIMCO Total Return Admin
PIMCO Total Return P vs. PIMCO Total Return Admin
Vanguard Total Bond Market Index Inv vs. PIMCO Total Return Admin
Vanguard Total Bond Market Index Adm vs. PIMCO Total Return Admin
  

Forward Investment Grade FxdInc Instl

Alpha
 
Profile
    
Forward
Performance
0
Out Of
100
Over 30
Days
?
Over the last 30 days Forward Investment Grade FxdInc Instl has generated negative risk-adjusted returns adding no value to investors with long positions.
Check Performance
Backtest
Predict Price
    

Match ups for Forward

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


 
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