Pimco New York Fund Manager Performance Evaluation
| PYN Fund | USD 5.88 0.01 0.17% |
The fund holds a Beta of 0.3, which implies possible diversification benefits within a given portfolio. 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.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Pimco New York are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of very healthy basic indicators, Pimco New is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors.
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| Expense Ratio | 1.4900 |
Pimco |
Pimco New Relative Risk vs. Return Landscape
If you would invest 584.00 in Pimco New York on March 10, 2024 and sell it today you would earn a total of 4.00 from holding Pimco New York or generate 0.68% return on investment over 90 days. Pimco New York is generating 0.012% of daily returns assuming volatility of 0.4813% on return distribution over 90 days investment horizon. In other words, 4% of funds are less volatile than Pimco, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Pimco New Current Valuation
Fairly Valued
Today
Please note that Pimco New's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Pimco New York holds a recent Real Value of $5.86 per share. The prevailing price of the fund is $5.88. We determine the value of Pimco New York from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support obtaining undervalued funds and abandoning overvalued funds since, at some point, fund prices and their ongoing real values will merge together.
Since Pimco New is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Pimco Fund. However, Pimco New's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 5.88 | Real 5.86 | Hype 5.88 |
The intrinsic value of Pimco New's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Pimco New's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Pimco New York helps investors to forecast how Pimco fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Pimco New more accurately as focusing exclusively on Pimco New's fundamentals will not take into account other important factors: Pimco New Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pimco New's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Pimco New York, and traders can use it to determine the average amount a Pimco New'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 = 0.0249
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PYN |
Estimated Market Risk
| 0.48 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.02 actual daily | 1 99% of assets perform better |
Based on monthly moving average Pimco New is performing at about 1% of its full potential. 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 New by adding it to a well-diversified portfolio.
Pimco New Fundamentals Growth
Pimco Fund prices reflect investors' perceptions of the future prospects and financial health of Pimco New, and Pimco New fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Pimco Fund performance.
| Return On Equity | -12.89 | ||||
| Return On Asset | 1.91 | ||||
| Profit Margin | (297.09) % | ||||
| Operating Margin | 77.11 % | ||||
| Current Valuation | 71.16 M | ||||
| Shares Outstanding | 5.73 M | ||||
| Price To Earning | 27.21 X | ||||
| Price To Book | 0.86 X | ||||
| Price To Sales | 13.59 X | ||||
| Revenue | 3.33 M | ||||
| Cash And Equivalents | 1 K | ||||
| Total Debt | 2.22 M | ||||
| Debt To Equity | 0.03 % | ||||
| Book Value Per Share | 9.15 X | ||||
| Cash Flow From Operations | 11.25 M | ||||
| Earnings Per Share | 0.29 X | ||||
About Pimco New Performance
To evaluate Pimco New York Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Pimco New generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Pimco Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Pimco New York market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Pimco's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.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. PIMCO New York Municipal Income Fund III was on October 31, 2002 and is domiciled in United States. Pimco New operates under Asset Management classification in the United States and is traded on New York Stock Exchange.Things to note about Pimco New York performance evaluation
Checking the ongoing alerts about Pimco New for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Pimco New York help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: How to Take Advantage of moves in - Stock Traders Daily | |
| Pimco New York generated five year return of -2.0% |
- Analyzing Pimco New'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 New's stock is overvalued or undervalued compared to its peers.
- Examining Pimco New'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 New's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pimco New's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Pimco New's fund. These opinions can provide insight into Pimco New's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pimco Fund
Pimco New financial ratios help investors to determine whether Pimco Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pimco with respect to the benefits of owning Pimco New security.
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