Pimco 1 5 Year Etf Profile

STPZ Etf  USD 51.29  0.09  0.18%   

Performance

1 of 100

 
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Weak

Odds Of Distress

Less than 9

 
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Low
PIMCO 1 is trading at 51.29 as of the 15th of April 2024; that is 0.18 percent up since the beginning of the trading day. The etf's open price was 51.2. PIMCO 1 has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during 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 16th of March 2024 and ending today, the 15th of April 2024. 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

  0.65TIP iShares TIPS BondPairCorr
  0.87STIP iShares 0 5PairCorr
  0.98TDTT FlexShares iBoxx 3PairCorr
  0.85TIPX SPDR Bloomberg 1PairCorr

Moving against PIMCO Etf

  0.42IVOL Quadratic Interest RatePairCorr

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 IdeaTips ETFs (View all Themes)
Old NamePIMCO 1-5 Year US TIPS ETF
Business ConcentrationTips ETFs, Inflation-Protected Bond, PIMCO (View all Sectors)
IssuerPIMCO
Inception Date2009-08-20
BenchmarkBofA Merrill Lynch 1-5 Year US Inflation-Linked Treasury Index
Entity TypeRegulated Investment Company
Asset Under Management510.28 Million
Average Trading Valume82,232.6
Asset TypeFixed Income
CategoryU.S. Government
FocusTIPS
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorPacific Investment Management Company LLC
AdvisorPacific Investment Management Company LLC
CustodianState Street Bank and Trust Company
DistributorPIMCO Investments LLC
Portfolio ManagerJeremie Banet, Matthew P. Dorsten
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Aug
ExchangeNYSE Arca, Inc.
Number of Constituents24.0
Market MakerFlow Traders
Total Expense0.2
Management Fee0.2
Country NameUSA
Returns Y T D0.47
Currency CodeUSD
Open FigiBBG000P08VP7
In Threey Volatility3.69
1y Volatility2.13
200 Day M A50.6722
50 Day M A51.266
CodeSTPZ
Updated At14th of April 2024
Currency NameUS Dollar
In Threey Sharp Ratio(0.36)
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 at this time have 1.33 B in assets. , while the total return for the last 3 years was 1.4%.
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 22.66%. 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 0.0696. 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, pIMCO 1 5 Year has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
  Odds Below 51.29HorizonTargetOdds Above 51.29
74.88%90 days
 51.29 
22.66%
Based on a normal probability distribution, the odds of PIMCO 1 to move above the current price in 90 days from now is about 22.66 (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

AAIIXAncora Income FundMutual FundPreferred Stock
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PIMCO 1 5 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.

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.

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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 Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile PIMCO 1 5 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.
When determining whether PIMCO 1 5 offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of PIMCO 1's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Pimco 1 5 Year Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Pimco 1 5 Year Etf:
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 american community survey.
You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.
The market value of PIMCO 1 5 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.