Pimco Global Multi Asset Fund Three Year Return
Pimco Global Multi Asset fundamentals help investors to digest information that contributes to Pimco Global's financial success or failures. It also enables traders to predict the movement of Pimco Mutual Fund. The fundamental analysis module provides a way to measure Pimco Global'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 Global mutual fund.
Pimco |
Pimco Global Multi Asset Mutual Fund Three Year Return Analysis
Pimco Global's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Pimco Global Three Year Return | 12.01 % |
Most of Pimco Global's fundamental indicators, such as Three 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 Global Multi Asset is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionBased on the latest financial disclosure, Pimco Global Multi Asset has a Three Year Return of 12.01%. This is much higher than that of the Category family and notably higher than that of the Family category. The three year return for all United States funds is notably lower than that of the firm.
Pimco Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Pimco Global's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Pimco Global could also be used in its relative valuation, which is a method of valuing Pimco Global by comparing valuation metrics of similar companies.Pimco Global is currently under evaluation in three year return among similar funds.
Fund Asset Allocation for Pimco Global
The fund invests 14.55% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (33.17%) , cash (34.45%) and various exotic instruments.Asset allocation divides Pimco Global'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
| Price To Earning | 17.53 X | |||
| Price To Book | 2.00 X | |||
| Price To Sales | 1.48 X | |||
| Total Asset | 520.15 M | |||
| One Year Return | 2.52 % | |||
| Three Year Return | 12.01 % | |||
| Five Year Return | 6.46 % | |||
| Net Asset | 520.15 M | |||
| Minimum Initial Investment | 1 K | |||
| Last Dividend Paid | 0.07 | |||
| Cash Position Weight | 34.45 % | |||
| Equity Positions Weight | 14.55 % | |||
| Bond Positions Weight | 33.17 % |
Becoming a Better Investor with Macroaxis
Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Pimco Global Multi using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.Build Optimal Portfolios
Align your risk with return expectations
Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment. Note that the Pimco Global Multi information on this page should be used as a complementary analysis to other Pimco Global's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
Other Consideration for investing in Pimco Mutual Fund
If you are still planning to invest in Pimco Global Multi check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Pimco Global's history and understand the potential risks before investing.
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