Pimco Tactical Income Fund Manager Performance Evaluation
| PTI-UN Fund | 6.78 0.09 1.35% |
The fund holds a Beta of 0.084, which implies not very significant fluctuations relative to the market. As returns on the market increase, PIMCO Tactical's returns are expected to increase less than the market. However, during the bear market, the loss of holding PIMCO Tactical is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days PIMCO Tactical Income has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong forward indicators, PIMCO Tactical is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Aneel Mussarat funds Imran Khans appeal to UN over proposed changes to Constitution - Geo News | 10/10/2024 |
2 | PTIs Nov 24 protest call merely aims to collect funds Azma Bokhari - Pakistan Today | 11/19/2024 |
PIMCO |
PIMCO Tactical Relative Risk vs. Return Landscape
If you would invest 699.00 in PIMCO Tactical Income on September 26, 2024 and sell it today you would lose (21.00) from holding PIMCO Tactical Income or give up 3.0% of portfolio value over 90 days. PIMCO Tactical Income is generating negative expected returns and assumes 0.6256% 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 Tactical Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for PIMCO Tactical's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as PIMCO Tactical Income, and traders can use it to determine the average amount a PIMCO Tactical'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 = -0.0743
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PTI-UN |
Estimated Market Risk
| 0.63 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average PIMCO Tactical 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 Tactical by adding PIMCO Tactical to a well-diversified portfolio.
Things to note about PIMCO Tactical Income performance evaluation
Checking the ongoing alerts about PIMCO Tactical for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for PIMCO Tactical Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| PIMCO Tactical generated a negative expected return over the last 90 days |
- Analyzing PIMCO Tactical'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 Tactical's stock is overvalued or undervalued compared to its peers.
- Examining PIMCO Tactical'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 Tactical's management team can have a significant impact on its success or failure. Reviewing the track record and experience of PIMCO Tactical's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of PIMCO Tactical's fund. These opinions can provide insight into PIMCO Tactical's potential for growth and whether the stock is currently undervalued or overvalued.
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