Pimco Multi Sector Income Fund Manager Performance Evaluation
| PIX-UN Fund | 7.94 0.01 0.13% |
The fund holds a Beta of -0.0179, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning PIMCO Multi are expected to decrease at a much lower rate. During the bear market, PIMCO Multi is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days PIMCO Multi Sector Income has generated negative risk-adjusted returns adding no value to fund investors. Despite latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more1 | Civil society groups nudge and cajole world leaders from the sidelines of United Nations week - PIX11 New York News | 09/27/2024 |
2 | A proposed deal on climate cash at UN summit highlights split between rich and poor nations - PIX11 New York News | 11/22/2024 |
3 | New UN aid chief vows ruthlessness to prioritize spending as funding for worlds crises shrinks - PIX11 New York News | 12/03/2024 |
PIMCO |
PIMCO Multi Relative Risk vs. Return Landscape
If you would invest 850.00 in PIMCO Multi Sector Income on September 25, 2024 and sell it today you would lose (56.00) from holding PIMCO Multi Sector Income or give up 6.59% of portfolio value over 90 days. PIMCO Multi Sector Income is generating negative expected returns and assumes 0.6664% volatility on return distribution over the 90 days horizon. Simply put, 5% 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 Multi Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for PIMCO Multi's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as PIMCO Multi Sector Income, and traders can use it to determine the average amount a PIMCO Multi'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 = -0.159
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PIX-UN |
Estimated Market Risk
| 0.67 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.16 actual daily | 0 Most of other assets perform better |
Based on monthly moving average PIMCO Multi 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 Multi by adding PIMCO Multi to a well-diversified portfolio.
Things to note about PIMCO Multi Sector performance evaluation
Checking the ongoing alerts about PIMCO Multi for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for PIMCO Multi Sector help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| PIMCO Multi Sector generated a negative expected return over the last 90 days |
- Analyzing PIMCO Multi'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 Multi's stock is overvalued or undervalued compared to its peers.
- Examining PIMCO Multi'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 Multi's management team can have a significant impact on its success or failure. Reviewing the track record and experience of PIMCO Multi's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of PIMCO Multi's fund. These opinions can provide insight into PIMCO Multi's potential for growth and whether the stock is currently undervalued or overvalued.
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