Pimco Global Bond Positions Weight vs. Five Year Return
| PGMAX Fund | USD 14.80 0.02 0.13% |
For Pimco Global profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Pimco Global to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Pimco Global Multi Asset utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Pimco Global's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Pimco Global Multi Asset over time as well as its relative position and ranking within its peers.
Pimco |
Pimco Global Multi Five Year Return vs. Bond Positions Weight Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Pimco Global's current stock value. Our valuation model uses many indicators to compare Pimco Global value to that of its competitors to determine the firm's financial worth. Pimco Global Multi Asset is rated top fund in bond positions weight among similar funds. It also is rated top fund in five year return among similar funds reporting about 0.15 of Five Year Return per Bond Positions Weight. The ratio of Bond Positions Weight to Five Year Return for Pimco Global Multi Asset is roughly 6.46 . 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 Global's earnings, one of the primary drivers of an investment's value.Pimco Five Year Return vs. Bond Positions Weight
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Pimco Global |
| = | 40.98 % |
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
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 Global |
| = | 6.35 % |
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 Global is currently under evaluation in five year return among similar funds.
Pimco Global Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Pimco Global, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Pimco Global will eventually generate negative long term returns. The profitability progress is the general direction of Pimco Global's change in net profit over the period of time. It can combine multiple indicators of Pimco Global, 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 in a combination of affiliated and unaffiliated funds, which may or may not be registered under the Investment Company Act of 1940, as amended , Fixed Income Instruments, equity securities, forwards and derivatives. Fixed Income Instruments include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private sector entities.
Pimco Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Pimco Global. 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 Global 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 Global's important profitability drivers and their relationship over time.
Use Pimco Global 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 Global 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 Global will appreciate offsetting losses from the drop in the long position's value.Pimco Global Pair Trading
Pimco Global Multi Asset Pair Trading Analysis
The ability to find closely correlated positions to Pimco Global 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 Global 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 Global - 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 Global Multi Asset to buy it.
The correlation of Pimco Global 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 Global moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Pimco Global Multi 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 Global 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.Use Investing Themes to Complement your Pimco Global position
In addition to having Pimco Global 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 Raw Materials Thematic Idea Now
Raw Materials
Companies that are involved with the development and processing of raw materials such as silver or forestry. The Raw Materials theme has 15 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 Raw Materials Theme or any other thematic opportunities.
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Other Information on Investing in Pimco Mutual Fund
To fully project Pimco Global's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Pimco Global Multi 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 Global's income statement, its balance sheet, and the statement of cash flows.
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