Pimco Income Strategy Fund Year To Date Return
| PFN Fund | USD 7.36 0.01 0.14% |
Pimco Income Strategy fundamentals help investors to digest information that contributes to Pimco Income's financial success or failures. It also enables traders to predict the movement of Pimco Fund. The fundamental analysis module provides a way to measure Pimco Income'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 Income fund.
Pimco |
Pimco Income Strategy Fund Year To Date Return Analysis
Pimco Income's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Pimco Income Year To Date Return | 3.44 % |
Most of Pimco Income's fundamental indicators, such as Year To Date 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 Income Strategy is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
Based on the company's disclosures, Pimco Income Strategy has a Year To Date Return of 3.435%. This is much higher than that of the Financial Services family and significantly higher than that of the Asset Management category. The year to date return for all United States funds is notably lower than that of the firm.
Pimco Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Pimco Income's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the funds which would be a good addition to a portfolio. Peer analysis of Pimco Income could also be used in its relative valuation, which is a method of valuing Pimco Income by comparing valuation metrics of similar companies.Pimco Income is currently under evaluation in year to date return among similar funds.
Pimco Fundamentals
| Return On Equity | 3.81 | |||
| Return On Asset | 3.36 | |||
| Profit Margin | (157.79) % | |||
| Operating Margin | 86.92 % | |||
| Current Valuation | 843.16 M | |||
| Shares Outstanding | 76.86 M | |||
| Shares Owned By Institutions | 11.28 % | |||
| Number Of Shares Shorted | 59.88 K | |||
| Price To Earning | 14.72 X | |||
| Price To Book | 0.80 X | |||
| Price To Sales | 8.56 X | |||
| Revenue | 67.22 M | |||
| Gross Profit | 67.22 M | |||
| Net Income | (107.59 M) | |||
| Cash And Equivalents | 3.97 M | |||
| Cash Per Share | 0.05 X | |||
| Total Debt | 199.57 M | |||
| Debt To Equity | 0.25 % | |||
| Current Ratio | 0.58 X | |||
| Book Value Per Share | 9.41 X | |||
| Cash Flow From Operations | 206.47 M | |||
| Short Ratio | 0.25 X | |||
| Earnings Per Share | 0.51 X | |||
| Number Of Employees | 2.4 K | |||
| Beta | 0.66 | |||
| Market Capitalization | 662.6 M | |||
| Total Asset | 539.45 M | |||
| Retained Earnings | (466.33 M) | |||
| Annual Yield | 0 % | |||
| Year To Date Return | 3.44 % | |||
| One Year Return | 15.47 % | |||
| Three Year Return | 1.64 % | |||
| Five Year Return | 4.58 % | |||
| Last Dividend Paid | 0.86 |
About Pimco Income Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Pimco Income Strategy's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Pimco Income using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Pimco Income Strategy based on its fundamental data. In general, a quantitative approach, as applied to this fund, 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.
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Pimco Income financial ratios help investors to determine whether Pimco 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 Income security.
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