Pimco Canadian Core Fund Manager Performance Evaluation
| CORE Fund | 20.12 0.05 0.25% |
The fund holds a Beta of 0.14, which implies not very significant fluctuations relative to the market. As returns on the market increase, PIMCO Canadian's returns are expected to increase less than the market. However, during the bear market, the loss of holding PIMCO Canadian is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days PIMCO Canadian Core has generated negative risk-adjusted returns adding no value to fund investors. In spite of very healthy basic indicators, PIMCO Canadian is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors.
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PIMCO |
PIMCO Canadian Relative Risk vs. Return Landscape
If you would invest 2,020 in PIMCO Canadian Core on September 26, 2024 and sell it today you would lose (8.00) from holding PIMCO Canadian Core or give up 0.4% of portfolio value over 90 days. PIMCO Canadian Core is generating negative expected returns and assumes 0.3783% volatility on return distribution over the 90 days horizon. Simply put, 3% of funds are less volatile than PIMCO, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
PIMCO Canadian Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for PIMCO Canadian's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as PIMCO Canadian Core, and traders can use it to determine the average amount a PIMCO Canadian'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 = -0.0145
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CORE |
Estimated Market Risk
| 0.38 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average PIMCO Canadian is not performing at its full potential. However, 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 Canadian by adding PIMCO Canadian to a well-diversified portfolio.
Things to note about PIMCO Canadian Core performance evaluation
Checking the ongoing alerts about PIMCO Canadian for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for PIMCO Canadian Core help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| PIMCO Canadian Core generated a negative expected return over the last 90 days |
- Analyzing PIMCO Canadian's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether PIMCO Canadian's stock is overvalued or undervalued compared to its peers.
- Examining PIMCO Canadian's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating PIMCO Canadian's management team can have a significant impact on its success or failure. Reviewing the track record and experience of PIMCO Canadian's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of PIMCO Canadian's fund. These opinions can provide insight into PIMCO Canadian's potential for growth and whether the stock is currently undervalued or overvalued.
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