Pimco Investment Grade Etf Five Year Return
| CORP Etf | USD 93.89 0.29 0.31% |
PIMCO Investment Grade fundamentals help investors to digest information that contributes to PIMCO Investment's financial success or failures. It also enables traders to predict the movement of PIMCO Etf. The fundamental analysis module provides a way to measure PIMCO Investment's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to PIMCO Investment etf.
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PIMCO Investment Grade ETF Five Year Return Analysis
PIMCO Investment's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current PIMCO Investment Five Year Return | 1.20 % |
Most of PIMCO Investment's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, PIMCO Investment Grade is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, PIMCO Investment Grade has a Five Year Return of 1.2%. This is 36.17% lower than that of the PIMCO family and significantly higher than that of the Corporate Bond category. The five year return for all United States etfs is 7.14% lower than that of the firm.
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Fund Asset Allocation for PIMCO Investment
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds.Asset allocation divides PIMCO Investment's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
PIMCO Fundamentals
| Number Of Employees | 163 | |||
| Beta | 1.2 | |||
| Total Asset | 600.16 M | |||
| One Year Return | 2.20 % | |||
| Three Year Return | (2.60) % | |||
| Five Year Return | 1.20 % | |||
| Ten Year Return | 2.40 % | |||
| Net Asset | 600.16 M | |||
| Last Dividend Paid | 0.22 | |||
| Bond Positions Weight | 21.78 % |
About PIMCO Investment Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze PIMCO Investment Grade's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of PIMCO Investment using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of PIMCO Investment Grade based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with PIMCO Investment
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if PIMCO Investment position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in PIMCO Investment will appreciate offsetting losses from the drop in the long position's value.Moving together with PIMCO Etf
| 0.92 | LQD | iShares iBoxx Investment | PairCorr |
| 0.98 | IGIB | iShares 5 10 | PairCorr |
| 0.99 | USIG | iShares Broad USD | PairCorr |
| 0.94 | SPIB | SPDR Barclays Interm | PairCorr |
| 0.99 | SUSC | iShares ESG USD | PairCorr |
The ability to find closely correlated positions to PIMCO Investment could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace PIMCO Investment when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back PIMCO Investment - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling PIMCO Investment Grade to buy it.
The correlation of PIMCO Investment is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as PIMCO Investment moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if PIMCO Investment Grade moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for PIMCO Investment can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out PIMCO Investment Piotroski F Score and PIMCO Investment Altman Z Score analysis. You can also try the Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.
The market value of PIMCO Investment Grade is measured differently than its book value, which is the value of PIMCO that is recorded on the company's balance sheet. Investors also form their own opinion of PIMCO Investment's value that differs from its market value or its book value, called intrinsic value, which is PIMCO Investment's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because PIMCO Investment's market value can be influenced by many factors that don't directly affect PIMCO Investment's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between PIMCO Investment's value and its price as these two are different measures arrived at by different means. Investors typically determine if PIMCO Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, PIMCO Investment's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.