Pimco Strategic Income Fund Three Year Return
| RCS Fund | USD 6.18 0.01 0.16% |
Pimco Strategic Income fundamentals help investors to digest information that contributes to Pimco Strategic'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 Strategic'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 Strategic fund.
Pimco |
Pimco Strategic Income Fund Three Year Return Analysis
Pimco Strategic'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 Strategic Three Year Return | (1.00) % |
Most of Pimco Strategic'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 Strategic Income 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.
| Competition |
Based on the latest financial disclosure, Pimco Strategic Income has a Three Year Return of -1.0043%. This is much lower than that of the Financial Services family and significantly lower than that of the Asset Management category. The three year return for all United States funds is notably higher than that of the company.
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 Strategic's direct or indirect competition against its Three Year 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 Strategic could also be used in its relative valuation, which is a method of valuing Pimco Strategic by comparing valuation metrics of similar companies.Pimco Strategic is currently under evaluation in three year return among similar funds.
Pimco Fundamentals
| Return On Equity | -22.62 | ||||
| Return On Asset | 1.68 | ||||
| Profit Margin | (182.70) % | ||||
| Operating Margin | 91.71 % | ||||
| Current Valuation | 398.19 M | ||||
| Shares Outstanding | 44.88 M | ||||
| Shares Owned By Institutions | 18.12 % | ||||
| Number Of Shares Shorted | 211.18 K | ||||
| Price To Earning | 16.86 X | ||||
| Price To Book | 0.80 X | ||||
| Price To Sales | 7.03 X | ||||
| Revenue | 31.01 M | ||||
| Gross Profit | 31.01 M | ||||
| Net Income | (56.66 M) | ||||
| Cash And Equivalents | 3.82 M | ||||
| Cash Per Share | 0.09 X | ||||
| Total Debt | 177.62 M | ||||
| Debt To Equity | 0.84 % | ||||
| Current Ratio | 0.66 X | ||||
| Book Value Per Share | 6.61 X | ||||
| Cash Flow From Operations | 65.77 M | ||||
| Short Ratio | 2.01 X | ||||
| Earnings Per Share | 0.31 X | ||||
| Number Of Employees | 15 | ||||
| Beta | 0.78 | ||||
| Market Capitalization | 259.62 M | ||||
| Total Asset | 782.13 M | ||||
| Retained Earnings | (129.67 M) | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 6.95 % | ||||
| One Year Return | 16.61 % | ||||
| Three Year Return | (1.00) % | ||||
| Five Year Return | 2.23 % | ||||
| Last Dividend Paid | 0.61 |
About Pimco Strategic Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Pimco Strategic Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Pimco Strategic using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Pimco Strategic Income 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.
Pair Trading with Pimco Strategic
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 Strategic 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 Strategic will appreciate offsetting losses from the drop in the long position's value.Moving together with Pimco Fund
| 0.67 | PHK | Pimco High Income | PairCorr |
| 0.74 | EHI | Western Asset Global | PairCorr |
| 0.65 | HIX | Western Asset High | PairCorr |
The ability to find closely correlated positions to Pimco Strategic 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 Strategic 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 Strategic - 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 Strategic Income to buy it.
The correlation of Pimco Strategic 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 Strategic moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Pimco Strategic Income 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 Strategic 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.Other Information on Investing in Pimco Fund
Pimco Strategic 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 Strategic security.
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