Pimco Realretirement 2040 Fund One Year Return
Pimco Realretirement 2040 fundamentals help investors to digest information that contributes to Pimco Realretirement's financial success or failures. It also enables traders to predict the movement of Pimco Mutual Fund. The fundamental analysis module provides a way to measure Pimco Realretirement'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 Realretirement mutual fund.
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Pimco Realretirement 2040 Mutual Fund One Year Return Analysis
Pimco Realretirement's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Pimco Realretirement One Year Return | (1.60) % |
Most of Pimco Realretirement's fundamental indicators, such as One 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 Realretirement 2040 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
CompetitionBased on the recorded statements, Pimco Realretirement 2040 has an One Year Return of -1.6%. This is 258.42% lower than that of the Category family and 257.98% lower than that of the Family category. The one year return for all United States funds is 138.55% higher than that of the company.
Pimco One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Pimco Realretirement's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Pimco Realretirement could also be used in its relative valuation, which is a method of valuing Pimco Realretirement by comparing valuation metrics of similar companies.Pimco Realretirement is currently under evaluation in one year return among similar funds.
Fund Asset Allocation for Pimco Realretirement
The fund invests 15.44% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (42.71%) , cash (19.67%) and various exotic instruments.Asset allocation divides Pimco Realretirement's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Pimco Fundamentals
| Price To Earning | 14.58 X | |||
| Price To Book | 1.59 X | |||
| Price To Sales | 1.18 X | |||
| Total Asset | 7.33 M | |||
| One Year Return | (1.60) % | |||
| Three Year Return | 14.98 % | |||
| Five Year Return | 5.40 % | |||
| Net Asset | 7.33 M | |||
| Minimum Initial Investment | 1000 K | |||
| Last Dividend Paid | 0.16 | |||
| Cash Position Weight | 19.67 % | |||
| Equity Positions Weight | 15.44 % | |||
| Bond Positions Weight | 42.71 % |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Pimco Realretirement in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Pimco Realretirement's short interest history, or implied volatility extrapolated from Pimco Realretirement options trading.
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Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Pimco Realretirement 2040 using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.Build Optimal Portfolios
Align your risk with return expectations
Check out Your Equity Center to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.
Other Consideration for investing in Pimco Mutual Fund
If you are still planning to invest in Pimco Realretirement 2040 check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Pimco Realretirement's history and understand the potential risks before investing.
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