PIMCO Monthly Competition

Funds . Canada . 
Fund . PIMCO Monthly Income
0P0000S9O7  CAD 12.50  0.03  0.24%   
  
Hype
Prediction
LowEstimatedHigh
12.2812.4912.70
Details
Intrinsic
Valuation
LowRealHigh
12.3312.5412.75
Details
Naive
Forecast
LowNextHigh
12.2012.4012.61
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
12.5112.6312.75
Details

PIMCO Monthly Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between PIMCO Monthly and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of PIMCO and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of PIMCO Monthly Income does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
BN-PFI
+ 0.9
ALA-PA
FLSA
+ 0.87
RUDB
FLSA
+ 0.83
ERE-UN
ERE-UN
+ 0.82
XHB
FLSA
+ 0.82
CLU
RUDB
+ 0.81
XHB
  
High negative correlations   
RUDB
- 0.58
0P0000S9O7
FLSA
- 0.56
0P0000S9O7
CLU
- 0.35
0P0000S9O7
ERE-UN
- 0.33
0P0000S9O7
XEG
- 0.32
XHB
XEG
- 0.31
ALA-PA

Risk-Adjusted Indicators

There is a big difference between PIMCO Fund performing well and PIMCO Monthly Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze PIMCO Monthly's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
0P0000S9O7  0.15 (0.05) 0.00 (1.25) 0.00 
 0.00 
 0.23 
(0.47)
 1.11 
XHB  0.22  0.02  0.00  0.13  0.11 
(0.29)
 0.51 
(0.35)
 1.52 
ALA-PA  0.50  0.08  0.08  0.49  0.57 
(0.58)
 1.15 
(1.06)
 3.73 
ERE-UN  1.21  0.23  0.18  0.17  1.04 
(1.65)
 2.30 
(1.58)
 20.23 
CLU  0.47  0.00 (0.01) 0.02  0.56 
(0.72)
 1.02 
(0.97)
 5.88 
RUDB  0.26  0.06  0.07 (0.52) 0.24 
(0.30)
 0.70 
(0.47)
 1.96 
BN-PFI  0.50  0.05  0.04 (3.88) 0.53 
(0.61)
 1.10 
(1.09)
 2.73 
XEG  1.14 (0.06) 0.00 (2.42) 0.00 
 0.00 
 2.20 
(2.24)
 8.20 
SOLI-P  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
FLSA  0.43  0.06  0.08  0.25  0.46 
(0.49)
 0.84 
(0.85)
 3.52 
All Fundamental Data

PIMCO Monthly Competitive Analysis

The better you understand PIMCO Monthly competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, PIMCO Monthly's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across PIMCO Monthly's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
0P0000S9O7 XHB ALA-PA ERE-UN CLU RUDB BN-PFI XEG SOLI-P FLSA
 0.24 
 12.50 
PIMCO
 0.35 
 19.84 
IShares
 1.35 
 20.20 
Altagas
 0.80 
 3.77 
European
 1.02 
 54.32 
IShares
 0.36 
 21.95 
RBC
 0.58 
 23.89 
Brookfield
 0.06 
 16.43 
IShares
 0.00 
 0.05 
Solid
 0.60 
 11.77 
Fidelity
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Slightly risky
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
Very Weak
Modest
Good
OK
Very Weak
Good
OK
Very Weak
Very Weak
Good
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Below Average
About Average
Low
Unknown
Low
Below Average
About Average
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Fairly Valued
Fairly Valued
Under Valued
Fairly Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Buy
Strong Buy
Strong Buy
Strong Buy
Hold
Hold
Hold
Strong Sell
Strong Buy
Current Ratio
N/A
N/A
N/A
0.19
N/A
N/A
N/A
N/A
N/A
Net Asset
16.11 B
430.05 M
21.59 B
1.72 B
N/A
N/A
642.76 M
164.39 K
N/A
Profit Margin
N/A
N/A
0.0239
-0.49
N/A
N/A
N/A
N/A
N/A
EBITDA
N/A
N/A
1.14 B
66.25 M
N/A
N/A
N/A
(60.75 K)
N/A
Operating Margin
N/A
N/A
0.0733
0.68
N/A
N/A
N/A
N/A
N/A
Current Valuation
N/A
N/A
N/A
1.62 B
N/A
N/A
N/A
(29.73 K)
N/A
Price To Book
N/A
N/A
N/A
0.57
N/A
N/A
N/A
2.65
N/A
Five Year Return
2.76
2.9
N/A
5.24
N/A
N/A
16.0
N/A
N/A
Retained Earnings
N/A
N/A
N/A
170.62 M
N/A
N/A
N/A
(296.95 K)
N/A
One Year Return
-3.3
7.8
N/A
N/A
N/A
11.2
9.0
N/A
N/A
Beta
N/A
0.95
1.32
1.29
1.02
N/A
0.91
-0.3
N/A
Cash Position Weight
45.16
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Equity Positions Weight
0.27
N/A
N/A
N/A
N/A
N/A
99.84
N/A
N/A
Number Of Employees
1
1
2.93 K
N/A
N/A
N/A
7
N/A
N/A
Shares Outstanding
N/A
N/A
N/A
92.3 M
N/A
N/A
N/A
5.6 M
N/A
Three Year Return
1.17
2.3
N/A
N/A
N/A
N/A
22.5
N/A
N/A
Cash Flow From Operations
N/A
N/A
738 M
55.21 M
N/A
N/A
N/A
(49 K)
N/A
Annual Yield
N/A
N/A
0.0524
0.0473
N/A
N/A
N/A
N/A
N/A
Total Debt
N/A
N/A
7.68 B
992.49 M
N/A
N/A
N/A
19.2 K
N/A
Return On Equity
N/A
N/A
0.0477
-0.11
N/A
N/A
N/A
-0.28
N/A
Bond Positions Weight
41.52
97.03
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Holdings Turnover
N/A
30.71
N/A
N/A
N/A
N/A
154.1
N/A
N/A
Return On Asset
N/A
N/A
0.0273
0.0251
N/A
N/A
N/A
-0.15
N/A
Number Of Shares Shorted
N/A
N/A
8.1 K
1.11 M
N/A
N/A
N/A
130
N/A
Book Value Per Share
N/A
N/A
24.88
4.43
N/A
N/A
N/A
0.056
N/A
Minimum Initial Investment
100 K
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Total Asset
16.11 B
430.05 M
21.59 B
1.72 B
N/A
N/A
642.76 M
164.39 K
N/A
Last Dividend Paid
N/A
0.065
1.05
0.18
N/A
N/A
0.042
N/A
N/A
Short Ratio
N/A
N/A
1.62
2.23
N/A
N/A
N/A
0.31
N/A
Debt To Equity
N/A
N/A
N/A
2.56
N/A
N/A
N/A
N/A
N/A
Target Price
N/A
N/A
N/A
3.86
N/A
N/A
N/A
N/A
N/A
Shares Owned By Institutions
N/A
N/A
52.87
20.0
N/A
N/A
N/A
N/A
N/A
Market Capitalization
N/A
N/A
N/A
347.95 M
N/A
N/A
549.94 M
280 K
N/A
Price To Earning
N/A
N/A
N/A
1.68
N/A
N/A
2.18
N/A
N/A
Price To Sales
N/A
N/A
N/A
3.59
N/A
N/A
N/A
N/A
N/A
Net Income
N/A
N/A
283 M
(114.23 M)
N/A
N/A
N/A
(51.33 K)
N/A
Earnings Per Share
N/A
N/A
0.89
-0.31
N/A
N/A
4.08
-0.01
N/A
Shares Owned By Insiders
N/A
N/A
N/A
12.43
N/A
N/A
N/A
42.85
N/A
Revenue
N/A
N/A
10.57 B
95.68 M
N/A
N/A
N/A
N/A
N/A
Ten Year Return
N/A
3.6
N/A
N/A
N/A
N/A
4.0
N/A
N/A
Working Capital
N/A
N/A
N/A
(92.8 M)
N/A
N/A
N/A
145.19 K
N/A
Cash And Equivalents
N/A
N/A
N/A
15.95 M
N/A
N/A
N/A
N/A
N/A
Cash Per Share
N/A
N/A
N/A
0.18
N/A
N/A
N/A
N/A
N/A
Gross Profit
N/A
N/A
2.87 B
68.98 M
N/A
N/A
N/A
N/A
N/A
Day Typical Price
12.5
19.84
20.2
3.77
54.41
22.02
23.88
16.43
0.05
11.77
Accumulation Distribution
N/A
0.002
N/A
0.0288
0.0048
0.0108
8.0E-4
0.0163
N/A
0.0118
Market Facilitation Index
N/A
0.04
N/A
0.11
0.26
0.24
0.02
0.27
N/A
0.14
Daily Balance Of Power
(9,223,372,036,855)
1.75
9.2 T
0.2727
2.115385
(0.33)
(7.00)
0.037
0.0
0.5
Period Momentum Indicator
(0.03)
0.07
0.27
0.03
0.55
(0.08)
(0.14)
0.01
N/A
0.07
Rate Of Daily Change
1.0
1.0
1.01
1.01
1.01
1.0
0.99
1.0
1.0
1.01
Day Median Price
12.5
19.84
20.2
3.76
54.45
22.05
23.88
16.44
0.05
11.77
Price Action Indicator
(0.01)
0.035
0.13
0.02
0.14
(0.14)
(0.06)
N/A
N/A
0.035
Relative Strength Index
43.58
59.24
67.38
66.32
42.15
69.42
69.61
40.85
N/A
59.89
Coefficient Of Variation
(524.27)
920.11
727.78
892.65
3531.73
584.12
1111.4
(2,847)
N/A
695.2
Mean Deviation
0.1496
0.2191
0.4997
1.21
0.4673
0.2615
0.4974
1.14
N/A
0.4323
Jensen Alpha
(0.05)
0.0178
0.0806
0.2259
7.0E-4
0.0572
0.05
(0.06)
N/A
0.0646
Total Risk Alpha
(0.06)
0.0132
0.0651
0.1932
(0.01)
0.0443
0.0311
(0.10)
N/A
0.0551
Sortino Ratio
N/A
(0)
0.0829
0.1786
(0.01)
0.0729
0.0392
N/A
N/A
0.0831
Downside Variance
N/A
0.0637
0.5627
1.79
0.5991
0.2011
0.4931
N/A
N/A
0.3429
Standard Deviation
0.2059
0.2877
0.6868
2.42
0.7389
0.379
0.6636
1.47
N/A
0.5622
Kurtosis
1.92
1.51
1.29
25.33
6.48
1.94
0.3976
0.8024
N/A
1.58
Potential Upside
0.2342
0.5112
1.15
2.3
1.02
0.6996
1.1
2.2
N/A
0.8396
Treynor Ratio
(1.25)
0.135
0.4916
0.1652
0.0238
(0.52)
(3.88)
(2.42)
N/A
0.2493
Maximum Drawdown
1.11
1.52
3.73
20.23
5.88
1.96
2.73
8.2
N/A
3.52
Variance
0.0424
0.0828
0.4716
5.85
0.546
0.1436
0.4404
2.16
N/A
0.316
Market Risk Adjusted Performance
(1.24)
0.145
0.5016
0.1752
0.0338
(0.51)
(3.87)
(2.41)
N/A
0.2593
Risk Adjusted Performance
(0.18)
0.0686
0.1073
0.0955
0.0217
0.1247
0.0693
(0.02)
N/A
0.1099
Skewness
(0.06)
0.942
(0.34)
4.22
0.5635
(0.41)
(0.12)
(0.36)
N/A
(0.32)
Semi Deviation
N/A
0.1126
0.5699
1.04
0.5648
0.2353
0.5341
N/A
N/A
0.4622
Information Ratio
(0.35)
(0)
0.0905
0.0987
(0.02)
0.0863
0.0415
(0.06)
N/A
0.0866
Value At Risk
(0.47)
(0.35)
(1.06)
(1.58)
(0.97)
(0.47)
(1.09)
(2.24)
N/A
(0.85)
Expected Short fall
N/A
(0.29)
(0.58)
(1.65)
(0.72)
(0.30)
(0.61)
N/A
N/A
(0.49)
Downside Deviation
N/A
0.2525
0.7501
1.34
0.774
0.4485
0.7022
N/A
N/A
0.5856
Semi Variance
N/A
0.0127
0.3248
1.09
0.319
0.0554
0.2853
N/A
N/A
0.2136

PIMCO Monthly Competition Performance Charts

Five steps to successful analysis of PIMCO Monthly Competition

PIMCO Monthly's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by PIMCO Monthly Income in relation to its competition. PIMCO Monthly's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of PIMCO Monthly in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact PIMCO Monthly's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to PIMCO Monthly Income, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your PIMCO Monthly position

In addition to having PIMCO Monthly in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Oil And Gas Thematic Idea Now

Oil And Gas
Oil And Gas Theme
Companies involved in drilling, production, and distribution of oil and gas pipelines. The Oil And Gas theme has 37 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Oil And Gas Theme or any other thematic opportunities.
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Other Information on Investing in PIMCO Fund

PIMCO Monthly financial ratios help investors to determine whether PIMCO Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in PIMCO with respect to the benefits of owning PIMCO Monthly security.
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