Pimco 15 Year Etf Performance

LTPZ Etf  USD 55.47  0.49  0.89%   
The etf holds a Beta of 0.51, which implies possible diversification benefits within a given portfolio. As returns on the market increase, PIMCO 15's returns are expected to increase less than the market. However, during the bear market, the loss of holding PIMCO 15 is expected to be smaller as well.

Risk-Adjusted Performance

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Over the last 90 days PIMCO 15 Year has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong basic indicators, PIMCO 15 is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
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PIMCO 15 Year U.S. TIPS Index Exchange-Traded Fund ETF declares 0.17 dividend
02/01/2024
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On The My Stocks Page - Stock Traders Daily.com
02/21/2024
In Threey Sharp Ratio-0.59
  

PIMCO 15 Relative Risk vs. Return Landscape

If you would invest  5,668  in PIMCO 15 Year on December 29, 2023 and sell it today you would lose (121.00) from holding PIMCO 15 Year or give up 2.13% of portfolio value over 90 days. PIMCO 15 Year is currently does not generate positive expected returns and assumes 0.7797% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% of etfs are less volatile than PIMCO, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
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Given the investment horizon of 90 days PIMCO 15 is expected to under-perform the market. In addition to that, the company is 1.36 times more volatile than its market benchmark. It trades about -0.04 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.23 per unit of volatility.

PIMCO 15 Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for PIMCO 15's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as PIMCO 15 Year, and traders can use it to determine the average amount a PIMCO 15'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 = -0.0415

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Estimated Market Risk

 0.78
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94% of assets are more volatile

Expected Return

 -0.03
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Most of other assets have higher returns

Risk-Adjusted Return

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Most of other assets perform better
Based on monthly moving average PIMCO 15 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 15 by adding PIMCO 15 to a well-diversified portfolio.

PIMCO 15 Fundamentals Growth

PIMCO Etf prices reflect investors' perceptions of the future prospects and financial health of PIMCO 15, and PIMCO 15 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 Etf performance.
Total Asset567.52 M

About PIMCO 15 Performance

To evaluate PIMCO 15 Year Etf 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 15 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 Etf'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 15 Year 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.
The fund invests at least 80 percent of its total assets in the component securities of the ICE BofA 15 Year US Inflation-Linked Treasury Index . 15 Year is traded on NYSEARCA Exchange in the United States.
PIMCO 15 Year generated a negative expected return over the last 90 days
PIMCO 15 Year created five year return of 0.0%
This fund maintains all of the assets in different exotic instruments
When determining whether PIMCO 15 Year offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of PIMCO 15's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Pimco 15 Year Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Pimco 15 Year Etf:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in PIMCO 15 Year. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey.
You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.

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When running PIMCO 15's price analysis, check to measure PIMCO 15's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy PIMCO 15 is operating at the current time. Most of PIMCO 15's value examination focuses on studying past and present price action to predict the probability of PIMCO 15's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move PIMCO 15's price. Additionally, you may evaluate how the addition of PIMCO 15 to your portfolios can decrease your overall portfolio volatility.
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The market value of PIMCO 15 Year is measured differently than its book value, which is the value of PIMCO that is recorded on the company's balance sheet. Investors also form their own opinion of PIMCO 15's value that differs from its market value or its book value, called intrinsic value, which is PIMCO 15's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because PIMCO 15's market value can be influenced by many factors that don't directly affect PIMCO 15's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between PIMCO 15's value and its price as these two are different measures arrived at by different means. Investors typically determine if PIMCO 15 is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, PIMCO 15'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.