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Benchmark SP 500  1,650   0.91  Index Moved Down -0.06% ...


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Asset Comparison and Correlation

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Investment horizon: 
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 PIMCO Total Return Instl  vs   BLACKROCK MUNICIPAL INCOME INV
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Daily Returns (%)
PTTRX   XBAFX   
 
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Timeline
Assuming 30 trading days horizon, PIMCO Total Return Instl is expected to generate about the same return on investment as BLACKROCK MUNICIPAL INCOME INVE.But, PIMCO Total Return Instl is 1.47 times less risky than BLACKROCK. It trades about -0.35 of its potential returns per unit of risk. BLACKROCK MUNICIPAL INCOME INVE is currently generating about -0.24 per unit of risk. If you would invest  1,664  in BLACKROCK MUNICIPAL INCOME INVE on April 25, 2013 and sell it today you would lose (28.00) from holding BLACKROCK MUNICIPAL INCOME INVE or give up 1.68% of portfolio value over 30 days.

Diversification

Very weak diversification
Overlapping area represents amount of risk that can be diversified away by holding PIMCO Total Return Instl and BLACKROCK MUNICIPAL INCOME INV in the same portfolio assuming nothing else is changed

Correlation Coefficient

0.55
Parameters
Time Period1 Month [change]
DirectionPositive XBAFX Moved Up vs PTTRX
StrengthWeak
Accuracy100.0%
ValuesDaily Returns
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Returns   
PTTRX   XBAFX   

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 Admin vs. PIMCO Total Return Instl
PIMCO Total Return A vs. PIMCO Total Return Instl
PIMCO Total Return C vs. PIMCO Total Return Instl
PIMCO Total Return B 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 P vs. PIMCO Total Return Instl
Vanguard Total Bond Market Index Signal vs. PIMCO Total Return Instl
Vanguard Total Bond Market Index I vs. PIMCO Total Return Instl
  

BLACKROCK MUNICIPAL INCOME INVE

Alpha
 
Profile
    
BLACKROCK
Performance
0
Out Of
100
Over 30
Days
?
Over the last 30 days BLACKROCK MUNICIPAL INCOME INVE has generated negative risk-adjusted returns adding no value to investors with long positions.
Check Performance
Backtest
Predict Price
    

Match-ups for BLACKROCK

PIMCO Total Return B vs. BLACKROCK MUNICIPAL INCOME INVE
PIMCO Total Return Admin vs. BLACKROCK MUNICIPAL INCOME INVE
PIMCO Total Return R vs. BLACKROCK MUNICIPAL INCOME INVE
PIMCO Total Return Instl vs. BLACKROCK MUNICIPAL INCOME INVE
PIMCO Total Return A vs. BLACKROCK MUNICIPAL INCOME INVE
PIMCO Total Return C vs. BLACKROCK MUNICIPAL INCOME INVE
PIMCO Total Return D vs. BLACKROCK MUNICIPAL INCOME INVE
PIMCO Total Return P vs. BLACKROCK MUNICIPAL INCOME INVE
Vanguard Total Stock Mkt Idx Adm vs. BLACKROCK MUNICIPAL INCOME INVE
Vanguard Total Stock Mkt Idx Inv vs. BLACKROCK MUNICIPAL INCOME INVE


 
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