Pimco Floating Annual Yield vs. Five Year Return

PFNCX Fund  USD 8.06  0.01  0.12%   
Considering the key profitability indicators obtained from Pimco Floating's historical financial statements, Pimco Floating Income may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Pimco Floating's ability to earn profits and add value for shareholders.
For Pimco Floating profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Pimco Floating to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Pimco Floating Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Pimco Floating's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Pimco Floating Income over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Pimco Floating's value and its price as these two are different measures arrived at by different means. Investors typically determine if Pimco Floating is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Pimco Floating'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.

Pimco Floating Income Five Year Return vs. Annual Yield Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Pimco Floating's current stock value. Our valuation model uses many indicators to compare Pimco Floating value to that of its competitors to determine the firm's financial worth.
Pimco Floating Income is rated top fund in annual yield among similar funds. It also is rated top fund in five year return among similar funds reporting about  60.41  of Five Year Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Pimco Floating's earnings, one of the primary drivers of an investment's value.

Pimco Five Year Return vs. Annual Yield

Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

Pimco Floating

Yield

 = 

Income from Security

Current Share Price

 = 
0.05 %
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Pimco Floating

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
2.73 %
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

Pimco Five Year Return Comparison

Pimco Floating is currently under evaluation in five year return among similar funds.

Pimco Floating Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Pimco Floating, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Pimco Floating will eventually generate negative long term returns. The profitability progress is the general direction of Pimco Floating's change in net profit over the period of time. It can combine multiple indicators of Pimco Floating, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund seeks to achieve its investment objective by investing under normal circumstances at least 65 percent of its total assets in a multi-sector portfolio of Fixed Income Securities of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. It may invest up to 30 percent of its total assets in high yield securities rated below investment grade Moodys, SP or Fitch, or if unrated, as determined by PIMCO.

Pimco Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Pimco Floating. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Pimco Floating position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Pimco Floating's important profitability drivers and their relationship over time.

Use Pimco Floating in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Pimco Floating position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Pimco Floating will appreciate offsetting losses from the drop in the long position's value.

Pimco Floating Pair Trading

Pimco Floating Income Pair Trading Analysis

The ability to find closely correlated positions to Pimco Floating could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Pimco Floating when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Pimco Floating - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Pimco Floating Income to buy it.
The correlation of Pimco Floating is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Pimco Floating moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Pimco Floating Income moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Pimco Floating can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Pimco Floating position

In addition to having Pimco Floating 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.

Did You Try This Idea?

Run Momentum Thematic Idea Now

Momentum
Momentum Theme
Large corporations operating in software, education, financial and car manufacturing industries. The Momentum theme has 40 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 Momentum Theme or any other thematic opportunities.
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Other Information on Investing in Pimco Mutual Fund

To fully project Pimco Floating's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Pimco Floating Income at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Pimco Floating's income statement, its balance sheet, and the statement of cash flows.
Potential Pimco Floating investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Pimco Floating investors may work on each financial statement separately, they are all related. The changes in Pimco Floating's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Pimco Floating's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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