Pimco Realpath Blend Fund Manager Performance Evaluation
The fund holds a Beta of -0.0424, which implies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Pimco Realpath are expected to decrease at a much lower rate. During the bear market, Pimco Realpath is likely to outperform the market.
Risk-Adjusted Performance
Very Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Pimco Realpath Blend are ranked lower than 31 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Pimco Realpath showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 0.2500 |
Pimco |
Pimco Realpath Relative Risk vs. Return Landscape
If you would invest 1,487 in Pimco Realpath Blend on April 21, 2025 and sell it today you would earn a total of 233.00 from holding Pimco Realpath Blend or generate 15.67% return on investment over 90 days. Pimco Realpath Blend is currently producing 0.233% returns and takes up 0.5867% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Pimco, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Pimco Realpath Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pimco Realpath's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Pimco Realpath Blend, and traders can use it to determine the average amount a Pimco Realpath'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 = 0.3972
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.59 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.23 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.4 actual daily | 31 69% of assets perform better |
Based on monthly moving average Pimco Realpath is performing at about 31% 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 Realpath by adding it to a well-diversified portfolio.
Pimco Realpath Fundamentals Growth
Pimco Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Pimco Realpath, and Pimco Realpath 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 Mutual Fund performance.
| Total Asset | 259.82 M | ||||
About Pimco Realpath Performance
Evaluating Pimco Realpath's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Pimco Realpath has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Pimco Realpath has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund is intended for investors seeking professional management of a comprehensive asset allocation strategy for retirement savings. Pimco Realpath is traded on NASDAQ Exchange in the United States.Things to note about Pimco Realpath Blend performance evaluation
Checking the ongoing alerts about Pimco Realpath for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Pimco Realpath Blend help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pimco Realpath Blend is not yet fully synchronised with the market data | |
| Pimco is showing solid risk-adjusted performance over 90 days | |
| The fund maintains 86.69% of its assets in stocks |
- Analyzing Pimco Realpath'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 Realpath's stock is overvalued or undervalued compared to its peers.
- Examining Pimco Realpath'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 Realpath's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pimco Realpath's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Pimco Realpath's mutual fund. These opinions can provide insight into Pimco Realpath's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Pimco Mutual Fund
Pimco Realpath financial ratios help investors to determine whether Pimco Mutual 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 Realpath security.
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