Pimco New Five Year Return vs. Beta
| PYN Fund | USD 6.02 0.01 0.17% |
For Pimco New profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Pimco New to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Pimco New York utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Pimco New's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Pimco New York over time as well as its relative position and ranking within its peers.
Pimco |
Pimco New York Beta vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Pimco New's current stock value. Our valuation model uses many indicators to compare Pimco New value to that of its competitors to determine the firm's financial worth. Pimco New York is regarded fifth largest fund in five year return among similar funds. It is rated top fund in beta among similar funds . 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 New's earnings, one of the primary drivers of an investment's value.Pimco Beta vs. Five Year Return
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 New |
| = | (1.40) % |
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.
Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Pimco New |
| = | 0.63 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
Pimco Beta Comparison
Pimco New is currently under evaluation in beta among similar funds.
Beta Analysis
As returns on the market increase, Pimco New's returns are expected to increase less than the market. However, during the bear market, the loss of holding Pimco New is expected to be smaller as well.
Pimco New Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Pimco New, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Pimco New will eventually generate negative long term returns. The profitability progress is the general direction of Pimco New's change in net profit over the period of time. It can combine multiple indicators of Pimco New, 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.
PIMCO New York Municipal Income Fund III is a close ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The fund is co-managed by Pacific Investment Management Co LLC. It invests in fixed income markets. The fund seeks to invest in stocks of companies operating across diversified sectors. It invests in a portfolio of New York municipal bonds, and other municipal bonds and notes New York variable rate notes and other variable rate notes New York variable rate demand notes and other variable rate demand notes U.S. treasury bills and call options written and put options written. PIMCO New York Municipal Income Fund III was on October 31, 2002 and is domiciled in United States.
Pimco Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Pimco New. 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 New 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 New's important profitability drivers and their relationship over time.
Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in Pimco New without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your Pimco New position
In addition to having Pimco New 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 Disruptive Technologies Thematic Idea Now
Disruptive Technologies
New or established technology companies and funds across multiple sectors that are involved in development or marketing of products or services that experience disruptive trends and that are at the forefront of discussions on Wall Street. The Disruptive Technologies theme has 64 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 Disruptive Technologies Theme or any other thematic opportunities.
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Other Information on Investing in Pimco Fund
To fully project Pimco New's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Pimco New York 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 New's income statement, its balance sheet, and the statement of cash flows.
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