Pimco 1 5 Year Etf Profile
| STPZ Etf | USD 52.55 0.07 0.13% |
Performance5 of 100
| Odds Of DistressLess than 9
|
PIMCO 1 is trading at 52.55 as of the 28th of November 2024; that is 0.13 percent increase since the beginning of the trading day. The etf's open price was 52.48. PIMCO 1 has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest 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 29th of September 2024 and ending today, the 28th of November 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
PIMCO Etf Highlights
| Thematic Idea | Tips ETFs (View all Themes) |
| Old Name | PIMCO 1-5 Year US TIPS ETF |
| Business Concentration | Tips ETFs, Short-Term Inflation-Protected Bond, PIMCO (View all Sectors) |
| Issuer | PIMCO |
| Inception Date | 2009-08-20 |
| Benchmark | BofA Merrill Lynch 1-5 Year US Inflation-Linked Treasury Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 484.02 Million |
| Average Trading Valume | 66,415.9 |
| Asset Type | Fixed Income |
| Category | U.S. Government |
| Focus | TIPS |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Pacific Investment Management Company LLC |
| Advisor | Pacific Investment Management Company LLC |
| Custodian | State Street Bank and Trust Company |
| Distributor | PIMCO Investments LLC |
| Portfolio Manager | Jeremie Banet, Matthew P. Dorsten |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Aug |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 27.0 |
| Market Maker | Flow Traders |
| Total Expense | 0.2 |
| Management Fee | 0.2 |
| Country Name | USA |
| Returns Y T D | 4.33 |
| Currency Code | USD |
| Open Figi | BBG000P08VP7 |
| In Threey Volatility | 3.71 |
| 1y Volatility | 2.21 |
| 200 Day M A | 51.8546 |
| 50 Day M A | 52.572 |
| Code | STPZ |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | (0.67) |
PIMCO 1 5 Year [STPZ] is traded in USA and was established 2009-08-20. The fund is listed under Short-Term 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 1.3%.
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 Top Holders
| AAIIX | Ancora Income Fund | Mutual Fund | Preferred Stock |
PIMCO 1 5 Risk Profiles
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.
| Risk Adjusted Performance | (0.01) | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.81) |
PIMCO 1 Against Markets
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 closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
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.