PIMCO Etf Profile
| STPZ Etf | USD 49.96 0.13 0.26% |
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PIMCO 1 is trading at 49.96 as of the 3rd of October 2023; that is -0.26 percent decrease since the beginning of the trading day. The etf's open price was 50.09. PIMCO 1 has a very small chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for PIMCO 1 5 Year are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of August 2023 and ending today, the 3rd of October 2023. Click here to learn more.
The fund invests at least 80 percent of its total assets in the component securities of the ICE BofA 1-5 Year US Inflation-Linked Treasury Index . 1-5 Year is traded on NYSEARCA Exchange in the United States. More on PIMCO 1 5 Year
Moving together with PIMCO Etf
PIMCO Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. PIMCO 1's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding PIMCO 1 or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Idea | Tips ETFs (view all) |
| Macroaxis Advice The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of PIMCO 1's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details Strong HoldFairly Valued | |
| Issuer | PIMCO |
| Inception Date | 2009-08-20 |
| Benchmark | BofA Merrill Lynch 1-5 Year US Inflation-Linked Treasury Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 657.43 Million |
| Average Trading Valume | 196,333.1 |
| Asset Type | Fixed Income |
| Category | U.S. Government |
| Focus | TIPS |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Pacific Investment Management Company LLC |
| Advisor | Pacific Investment Management Company LLC |
| Custodian | State Street Bank and Trust Company |
| Distributor | PIMCO Investments LLC |
| Portfolio Manager | Jeremie Banet, Matthew P. Dorsten |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Aug |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 21.0 |
| Market Maker | Flow Traders |
| Total Expense | 0.2 |
| Management Fee | 0.2 |
| Nav Price | 49.89 |
| Two Hundred Day Average | 52.41 |
| Ytd | -4.40% |
| Average Daily Volume In Three Month | 259.67k |
| Fifty Two Week Low | 49.34 |
| As Of Date | 25th of October 2022 |
| Average Daily Volume Last 10 Day | 221.65k |
| Fifty Two Week High | 55.59 |
| One Month | 0.02% |
| Fifty Day Average | 49.84 |
| Three Month | -3.03% |
| Beta In Three Year | 0.51 |
PIMCO 1 5 Year [STPZ] is traded in USA and was established 2009-08-20. The fund is listed under Inflation-Protected Bond category and is part of PIMCO family. The entity is thematically classified as Tips ETFs. PIMCO 1-5 Year at this time have 1.33 B in assets. , while the total return for the last 3 years was 2.29%.
Check PIMCO 1 Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on PIMCO Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding PIMCO Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as PIMCO 1 5 Year Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top PIMCO 1 5 Year Etf Constituents
| United States Treasury Notes 0.12% | 6.73% |
| United States Treasury Notes 0.5% | 6.75% |
| United States Treasury Notes 0.62% | 8.38% |
| United States Treasury Notes 0.38% | 6.98% |
PIMCO 1 Target Price Odds Analysis
Based on a normal probability distribution, the odds of PIMCO 1 jumping above the current price in 90 days from now is about 47.74%. The PIMCO 1 5 Year probability density function shows the probability of PIMCO 1 etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days PIMCO 1 has a beta of 0.0808. This usually implies as returns on the market go up, PIMCO 1 average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding PIMCO 1 5 Year will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. PIMCO 1-5 Year is significantly underperforming NYSE Composite.
Based on a normal probability distribution, the odds of PIMCO 1 to move above the current price in 90 days from now is about 47.74 (This PIMCO 1 5 Year probability density function shows the probability of PIMCO Etf to fall within a particular range of prices over 90 days) .
PIMCO 1 Top Holders
| AAIIX | ANCORA INCOME FUND | Mutual Fund | Intermediate Core-Plus Bond |
PIMCO 1-5 Year Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. PIMCO 1 market risk premium is the additional return an investor will receive from holding PIMCO 1 long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in PIMCO 1. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although PIMCO 1's alpha and beta are two of the key measurements used to evaluate PIMCO 1's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.1923 | |||
| Standard Deviation | 0.2592 | |||
| Variance | 0.0672 | |||
| Risk Adjusted Performance | (0.06) |
PIMCO 1-5 Year Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of two hundred eighty-one. PIMCO 1-5 Year Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe PIMCO 1 price patterns..
PIMCO 1 Against Markets
Picking the right benchmark for PIMCO 1 etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in PIMCO 1 etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for PIMCO 1 is critical whether you are bullish or bearish towards PIMCO 1 5 Year at a given time. Please also check how PIMCO 1's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in PIMCO 1 without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Portfolio VolatilityCheck portfolio volatility and analyze historical return density to properly model market risk |
| All Next | Launch Module |
How to buy PIMCO Etf?
Before investing in PIMCO 1, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in PIMCO 1. To buy PIMCO 1 etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of PIMCO 1. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase PIMCO 1 etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located PIMCO 1 5 Year etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased PIMCO 1 5 Year etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as PIMCO 1 5 Year, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy PIMCO Etf please use our How to Invest in PIMCO 1 guide.
Already Invested in PIMCO 1 5 Year?
The danger of trading PIMCO 1 5 Year is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of PIMCO 1 is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than PIMCO 1. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile PIMCO 1-5 Year is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in PIMCO 1 5 Year. Also, note that the market value of any ETF could be tightly coupled with the direction of predictive economic indicators such as signals in inflation. You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
Complementary Tools for PIMCO Etf analysis
When running PIMCO 1's price analysis, check to measure PIMCO 1's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy PIMCO 1 is operating at the current time. Most of PIMCO 1's value examination focuses on studying past and present price action to predict the probability of PIMCO 1's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move PIMCO 1's price. Additionally, you may evaluate how the addition of PIMCO 1 to your portfolios can decrease your overall portfolio volatility.
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The market value of PIMCO 1-5 Year 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 1's value that differs from its market value or its book value, called intrinsic value, which is PIMCO 1'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 1's market value can be influenced by many factors that don't directly affect PIMCO 1'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 1's value and its price as these two are different measures arrived at by different means. Investors typically determine if PIMCO 1 is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, PIMCO 1'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.