PIMCO Mutual Fund Manager Performance Evaluation

Mutual Funds . USA . 
Fund . PIMCO REALPATH BLEND
PBRAX Fund  USD 10.61  0.03  0.28%   
The fund holds a Beta of 0.3758, which implies possible diversification benefits within a given portfolio. Let's try to break down what PIMCO's beta means in this case. As returns on the market increase, PIMCO REALPATH returns are expected to increase less than the market. However, during the bear market, the loss on holding PIMCO REALPATH will be expected to be smaller as well. Although it is important to respect PIMCO REALPATH BLEND current trending patterns, it is better to be realistic regarding the information on the equity's existing price patterns. The approach towards forecasting future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By inspecting PIMCO REALPATH BLEND technical indicators, you can now evaluate if the expected return of 0.0492% will be sustainable into the future.
  

PIMCO Performance

7 of 100

Compared to the overall equity markets, risk-adjusted returns on investments in PIMCO REALPATH BLEND are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, PIMCO REALPATH is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more
Fifty Two Week Low9.92
Fifty Two Week High13.07

PIMCO REALPATH Relative Risk vs. Return Landscape

If you would invest  1,030  in PIMCO REALPATH BLEND on December 26, 2022 and sell it today you would earn a total of  31.00  from holding PIMCO REALPATH BLEND or generate 3.01% return on investment over 90 days. PIMCO REALPATH BLEND is currently producing 0.0492% returns and takes up 0.5288% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than PIMCO, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon PIMCO REALPATH is expected to generate 0.56 times more return on investment than the market. However, the company is 1.8 times less risky than the market. It trades about 0.09 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.05 per unit of risk.

PIMCO REALPATH Current Valuation

Undervalued
Today 10.61
Please note that PIMCO REALPATH's price fluctuation is very steady at this time.
PIMCO REALPATH BLEND holds a recent Real Value of $11.57 per share. The prevailing price of the fund is $10.61. At this time, the fund appears to be undervalued. We determine the value of PIMCO REALPATH BLEND from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point future time, mutual fund prices and their ongoing real values will merge together.
Our valuation method for PIMCO REALPATH BLEND is useful when determining the fair value of the PIMCO mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of PIMCO REALPATH. Since PIMCO REALPATH is currently traded on the exchange, buyers and sellers on that exchange determine the market value of PIMCO Mutual Fund. However, PIMCO REALPATH's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
11.57
Real Value
12.10
Upside
Estimating the potential upside or downside of PIMCO REALPATH BLEND helps investors to forecast how PIMCO mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of PIMCO REALPATH more accurately as focusing exclusively on PIMCO REALPATH's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
10.4610.5510.64
Details
Hype
Prediction
LowEstimated ValueHigh
10.0810.6111.14
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.160.160.16
Details

PIMCO REALPATH Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for PIMCO REALPATH's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as PIMCO REALPATH BLEND, and traders can use it to determine the average amount a PIMCO REALPATH's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0931

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsPBRAX

Estimated Market Risk

 0.53
  actual daily
 4 
96% of assets are more volatile
44

Expected Return

 0.05
  actual daily
 0 
Most of other assets have higher returns
00

Risk-Adjusted Return

 0.09
  actual daily
 7 
93% of assets perform better
77
Based on monthly moving average PIMCO REALPATH is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of PIMCO REALPATH by adding it to a well-diversified portfolio.

PIMCO REALPATH Fundamentals Growth

PIMCO Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of PIMCO REALPATH, and PIMCO REALPATH fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on PIMCO Mutual Fund performance.
Total Asset228.77 M

About PIMCO REALPATH Performance

To evaluate PIMCO REALPATH BLEND Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performanc
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
Feedback Blog
Made with optimal in San Francisco
2023 Macroaxis LLC
COMMON DESTINATIONS
MAIN CATEGORIES
COMPANY