Pimix Pimco Investment Insights and Analysis

Pimix Pimco is a unique investment strategy that combines the expertise of Pimco, a leading investment management firm, with the power of Pimix, a cutting-edge investment platform. This innovative approach allows investors to tap into the market's potential while minimizing risk.

Pimco's investment insights are rooted in its extensive research and analysis, which is reflected in its long-term track record of delivering strong returns. With over 75 years of experience, Pimco has developed a deep understanding of the markets and a proven ability to adapt to changing economic conditions.

Investors who have partnered with Pimco have seen impressive results, with some portfolios experiencing returns of up to 8% annually. This is a testament to Pimco's commitment to providing high-quality investment solutions that meet the evolving needs of its clients.

By leveraging Pimco's expertise and Pimix's technology, investors can gain a competitive edge in the market and achieve their long-term financial goals.

Additional reading: Market Rules to Remember

PIMIX, the PIMCO Income Fund Institutional Class, has a range of performance metrics that can help investors gauge its performance.

In terms of risk-adjusted performance, PIMIX has a strong track record, with returns that outperform its category in the long term.

The fund's risk-adjusted performance metrics, such as its Sharpe ratio, are not explicitly stated in the provided examples, but its returns against its associated risks are evaluated and presented in the charts.

Here are some key performance metrics for PIMIX, based on the provided data:

In terms of return ranking, PIMIX has performed well in some years, but not as well in others.

Return Trailing Ranking is a way to measure how a fund has performed over a specific period of time. It's a great way to see how a fund's performance has changed over time.

The PIMCO Income Fund Institutional Class has a trailing return ranking of 28.53% over the past 3 years, ranking it in the top 28.53% of its category. This is based on the fund's returns of 3.8% per year, which is significantly better than the category's low return of -15.5%.

If this caught your attention, see: Pimco Real Return

Over the past 5 years, the fund's trailing return ranking is 25.31%, with returns of 3.3% per year. This is still a respectable ranking, considering the category's low return of -15.4%. It's also worth noting that the fund's 10-year trailing return ranking is 4.02%, which is in the top 4% of its category.

Here's a summary of the fund's trailing return rankings over different time periods:

This data shows that the PIMCO Income Fund Institutional Class has consistently ranked well over the past few years, with some fluctuations in its ranking.

Pimco thinks five-year bonds are a great place to invest, especially with the US economy expected to achieve a rare soft landing, moderating growth and inflation without recession.

The US fixed-income market has been on a five-month winning streak, its best run since 2019, and the Bloomberg US Aggregate index has returned over 11% in the 12 months since Treasury yields topped 5%.

Investors are holding a record $6.46 trillion in US money market funds, which could be put to work in the bond market.

The five-year Treasury yield sits just under 4%, historically a good time to buy.

Pimco expects the US neutral rate, where the economy is neither growing nor restricted, to be between 2% and 3%.

The manager of $167 billion Pimco Income Fund, the world's largest actively managed bond fund, recommends buying five-year bonds due to their potential for price appreciation.

Here are some key points to consider:

The monthly returns of PIMIX are a key performance metric to track. In 2024, the fund's monthly returns ranged from -1.75% in April to 2.34% in July.

To get a better understanding of the fund's performance, let's take a look at the total returns for each year. In 2020, the total return was 5.85%, with returns ranging from -7.97% in March to 2.65% in November.

Here's a breakdown of the monthly returns for each year:

Fees and Expenses are an important consideration when investing in PIMIX PIMCO. PIMIX features an expense ratio of 0.62%, which falls within the medium range.

This expense ratio is a key factor to consider when evaluating the overall cost of investing in PIMIX. It's a relatively low expense ratio compared to other investment options.

PIMIX also charges sales fees, but these fees vary depending on the type of account. For example, the front load fee is N/A, while the deferred load fee is 1.00% to 1.50% of the asset under management (AUM).

Here's a summary of the sales fees for PIMIX:

The PIMCO Income Instl fund (PIMIX) offers a dividend yield of 6.16% over the last twelve months, which is significantly higher than the category low of 0.00% and lower than the category high of 23.30%. This is a notable aspect of the fund's performance.

The fund distributes dividends on a monthly basis, which is consistent across various years, including 2024, 2023, and 2022. This regular distribution pattern can provide investors with a predictable income stream.

Here's a breakdown of the dividend distribution frequency for PIMIX over the years:

The fund's dividend yield has varied over the years, ranging from 4.02% in 2021 to 7.84% in 2016. This fluctuation can be attributed to changes in market conditions and the fund's investment strategy.

The dividend yield is a crucial metric for investors, and PIMCO Income Fund Institutional Class is no exception. Its dividend yield is 6.16%.

PIMCO Income Fund Institutional Class has a relatively stable dividend yield over the years, with a range of 0.00% to 23.30% in the category. This indicates that the fund has maintained a consistent dividend payout.

Here's a breakdown of the dividend yield in different categories:

This ranking suggests that PIMCO Income Fund Institutional Class has a relatively high dividend yield compared to its peers.

Dividend Distribution Analysis is a crucial aspect of dividend analysis. It helps you understand how often and in what amounts a fund distributes dividends to its shareholders.

PIMCO Income Fund Institutional Class distributes its dividends on a monthly basis. This is consistent with the fund's aim to provide a steady stream of income to its investors.

Dividend distribution frequency can have a significant impact on your investment returns. If a fund distributes its dividends more frequently, you may receive a higher total dividend payout over the year.

Here's a summary of the dividend distribution frequency of PIMCO Income Fund Institutional Class:

As you can see, PIMCO Income Fund Institutional Class has consistently distributed its dividends on a monthly basis over the years.

The PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 0.95%, which represents the average percentage change in its value over the past month.

This volatility is a key indicator of the fund's risk level, and it's essential to consider it when making investment decisions.

The fund maintains about 10.58% of its assets in cash, which can help manage risk and provide liquidity.

PIMCO Income Fund Institutional Class (PIMIX) has an overall rank of 89, which means it's among the top 11% of mutual funds on our website in terms of balancing risk and reward.

This ranking is based on various performance measures, including risk-adjusted performance indicators. The fund's risk-adjusted performance is evaluated against a chosen benchmark, such as the S&P 500 (^GSPC).

The Sharpe ratio, a key risk-adjusted performance metric, is 2.13 for PIMIX. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Here's a quick look at how PIMIX's Sharpe ratio compares to the selected benchmark over the past year:

This comparison gives us a better understanding of how PIMIX's risk-adjusted returns have performed over time, providing valuable insights for investors.

The Volatility Chart is a useful tool for investors. It shows the average percentage change in the investment's value, either up or down, over the past month.

The PIMCO Income Fund Institutional Class has a current volatility of 0.95%, which is a relatively stable figure.

Risk and volatility can be a scary combination, but understanding how they work can help you make informed investment decisions. One key measure of risk is the maximum drawdown, which indicates the largest reduction in portfolio value due to a series of losing trades.

The PIMCO Income Fund Institutional Class has experienced some significant drawdowns over the years. The worst drawdown was a whopping 13.39% that occurred on March 23, 2020. This was a steep decline, but the fund recovered over the next 112 trading sessions.

The table below shows the top 5 worst drawdowns for the PIMCO Income Fund Institutional Class.

These drawdowns are a reminder that even the best investments can experience significant losses. However, it's worth noting that the PIMCO Income Fund Institutional Class has recovered from these drawdowns in the long run.

The Pimco Income Fund has a lower annual yield compared to its peers, at 0.06% vs 0.29%.

Its net asset value is significantly higher than the average of its peers, at $112.95 billion vs $4.11 billion.

The fund's one-year return is 8.26%, which is higher than the average return of its peers, at 4.15%.

Here's a comparison of the fund's returns with its peers over the past few years:

The fund's cash position weight is 10.58%, which is relatively close to the average of its peers, at 10.61%.

The PIMCO Income Fund Institutional Class has shown significant growth, with a 10.99% return over a certain period.

This is a notable increase from the initial investment of $10,000, demonstrating the fund's potential for long-term growth.

The chart also compares the performance of the PIMCO Income Fund Institutional Class to the S&P 500 index, which had a -0.94% return during the same time frame.

Consider reading: Pimco Total Return Fund Class a

The bond geographic breakdown is a fascinating topic that can help investors make informed decisions. The US bond market is significantly larger than the non-US market, making up 127.43% of the total bond market.

This is a stark contrast to the non-US market, which only accounts for 15.45% of the total bond market. The US market has a much wider range of returns, with a low of 0.00% and a high of 199.60%.

The non-US market, on the other hand, has a more limited range of returns, with a low of 0.00% and a high of 76.68%. In terms of PIMIX % Rank, the US market ranks 3.59%, while the non-US market ranks 20.94%.

Here's a summary of the bond geographic breakdown in a table:

The Performance Chart is a valuable tool for investors, helping them visualize the growth of their investments over time. This chart compares the performance of an initial investment of $10,000 in PIMCO Income Fund Institutional Class to the S&P 500 index.

Expand your knowledge: Performance Fee

The chart shows a 2.43% growth in the PIMCO Income Fund Institutional Class investment. This is a relatively modest return, but it's still a positive sign for investors.

The chart also shows a 3.36% growth in the S&P 500 index, which serves as a benchmark for the PIMCO investment. This is a slightly better return than the PIMCO investment.

The chart highlights the performance of the PIMCO investment, which is -0.94% compared to the benchmark. This means the PIMCO investment has underperformed the benchmark by nearly 1%.

The chart also shows a 10.99% growth in the PIMCO investment, which is a significant increase in value. This is a positive sign for investors who have held onto their investment over time.

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