PIMCO Etf Profile

STPZ Etf  USD 50.19  0.26  0.52%   
Market Performance
6 of 100
Odds Of Distress
Less than 16
PIMCO 1-5 is trading at 50.19 as of the 3rd of February 2023; that is -0.52 percent down since the beginning of the trading day. The etf's open price was 50.45. PIMCO 1-5 has less than a 16 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading 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 8th of February 2022 and ending today, the 3rd of February 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 1-5

+0.93TIPIShares TIPS Bond Sell-off TrendPairCorr
+0.99STIPIShares 0-5 Year Sell-off TrendPairCorr

PIMCO 1-5 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 1-5's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding PIMCO 1-5 or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
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 1-5's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Inception Date2009-08-20
BenchmarkBofA Merrill Lynch 1-5 Year US Inflation-Linked Treasury Index
Entity TypeRegulated Investment Company
Asset Under Management1.07 Billion
Average Trading Valume198,067
Asset TypeFixed Income
CategoryU.S. Government
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
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 Constituents23.0
Market MakerFlow Traders
Total Expense0.2
Management Fee0.2
Nav Price49.89
Two Hundred Day Average52.41
Average Daily Volume In Three Month259.67k
Fifty Two Week Low49.34
As Of Date25th of October 2022
Average Daily Volume Last 10 Day221.65k
Fifty Two Week High55.59
One Month0.02%
Fifty Day Average49.84
Three Month-3.03%
Beta In Three Year0.51
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. 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 1-5 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 1-5 Target Price Odds Analysis

Based on a normal probability distribution, the odds of PIMCO 1-5 jumping above the current price in 90 days from now is about 18.94%. The PIMCO 1-5 Year probability density function shows the probability of PIMCO 1-5 etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days PIMCO 1-5 has a beta of 0.1184. This usually implies as returns on the market go up, PIMCO 1-5 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.
  Odds Below 50.19HorizonTargetOdds Above 50.19
79.67%90 days
Based on a normal probability distribution, the odds of PIMCO 1-5 to move above the current price in 90 days from now is about 18.94 (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 1-5 Top Holders

PIMCO 1-5 Year Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. PIMCO 1-5 market risk premium is the additional return an investor will receive from holding PIMCO 1-5 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 1-5. 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 1-5's alpha and beta are two of the key measurements used to evaluate PIMCO 1-5's performance over the market, the standard measures of volatility play an important role as well.

PIMCO 1-5 Against Markets

Picking the right benchmark for PIMCO 1-5 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 1-5 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 1-5 is critical whether you are bullish or bearish towards PIMCO 1-5 Year at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in PIMCO 1-5 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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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 1-5 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 1-5. 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.
Additionally, take a look at World Market Map. You can also try Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.

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When running PIMCO 1-5 Year price analysis, check to measure PIMCO 1-5'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 1-5 is operating at the current time. Most of PIMCO 1-5's value examination focuses on studying past and present price action to predict the probability of PIMCO 1-5's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move PIMCO 1-5's price. Additionally, you may evaluate how the addition of PIMCO 1-5 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 1-5's value that differs from its market value or its book value, called intrinsic value, which is PIMCO 1-5'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 1-5's market value can be influenced by many factors that don't directly affect PIMCO 1-5'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 1-5's value and its price as these two are different measures arrived at by different means. Investors typically determine PIMCO 1-5 value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, PIMCO 1-5'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.