Pimco Income Strategy Etf Performance

PFL Etf  USD 7.98  -0.14  -1.72%   
The etf shows a Beta (market volatility) of 0.13, which alludes to relatively modest fluctuations relative to the market. Returns on PIMCO Income tend to trail the broader market in strong rallies but hold up better when sentiment turns negative.
Risk-Adjusted Performance
Weak
 
Weak
 
Strong
For the recent 90-day horizon, Pimco Income Strategy failed to convert risk into positive risk-adjusted performance. Current market capitalization is about 350.1 Million. Despite quite persistent technical and fundamental indicators, PIMCO Income is not utilizing all of its potential. The recent price mess may contribute to short-term losses for institutional investors. Learn More

Relative Risk vs. Return Landscape

If you had invested $ 816.00 in Pimco Income Strategy on December 15, 2025 and sold it today you would have lost $ 18.00 from holding Pimco Income Strategy or given up 2.21% of portfolio value over 90 days. Pimco Income Strategy is generating negative expected returns assuming volatility of 0.4842% on return distribution over 90 days investment horizon. In other words, 4% of etfs 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  
This comparison focuses on expected return, realized volatility, and risk efficiency versus the market. It is most useful when expected return is read together with volatility rather than in isolation. Considering the 90-day investment horizon PIMCO Income is expected to generate 0.62 times more return on investment than the market. However, the ETF is 1.62 times less risky than the market. It trades about -0.07 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.08 per unit of risk.

Historical Prices of PIMCO Income Strategy

Below is the normalized historical share price chart for Pimco Income Strategy extending back to August 27, 2003. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of PIMCO Income stands at 7.98, as last reported on the 15th of March 2026, with the highest price reaching 8.13 and the lowest price hitting 7.97 during the day.
Macro event markers
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
 
Interest Hikes

Target Price Odds to finish over Current Price

Investors have long observed that PIMCO Etf price tends to fluctuate around a central value over time. This mean reversion pattern is a cornerstone of many forecasting models. However, periods of persistent mispricing in some ETFs suggest that additional risk factors may account for the delayed correction.
Current PriceHorizonTarget PriceOdds moving above the current price in 90 days
7.98 90 days 7.98
close to 99
A normal distribution analysis suggests that the odds of PIMCO Income moving above the current price in 90 days from now are close to 99 (The distribution above shows where PIMCO Etf price is most likely to fall within the next 90 days based on historical volatility).
Considering the 90-day investment horizon PIMCO Income has a beta of 0.13 indicating as returns on the market go up, PIMCO Income's average returns are expected to increase less than the benchmark. However, during a bear market, the loss from holding Pimco Income Strategy is expected to be smaller as well. Additionally, Pimco Income Strategy has a negative alpha, implying that the risk taken by holding this instrument is not justified. The ETF is significantly underperforming the Dow Jones Industrial.
   PIMCO Income Price Density   
       Price  

Predictive Modules for PIMCO Income

Forecasting PIMCO Income Strategy involves applying various models to estimate future price behavior. While no method can consistently predict the ETF market with certainty, the discipline of building and testing forecasts sharpens investment thinking. Combining several approaches and cross-checking results offers a more balanced view of potential outcomes.
Mean reversion in PIMCO Income's price occurs when temporary dislocations - caused by sentiment extremes, news events, or liquidity shocks - correct back toward the stock's historical fair value.
Hype
Prediction
LowEstimatedHigh
7.507.988.46
Details
Intrinsic
Valuation
LowRealHigh
7.558.038.51
Details
Naive
Forecast
LowNextHigh
7.407.898.37
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
8.048.258.47
Details
A rigorous investment case for PIMCO Income requires more than studying its own financials. Benchmarking PIMCO Income's performance, valuation, and risk profile against competitors is essential to validate any investment thesis.

Primary Risk Indicators

The etf market has gone through extended periods of turbulence over the past two decades. PIMCO Income has not been immune to these swings. Sudden corrections and sharp rallies have tested many portfolios. Investors can protect against downside risk in Pimco Income Strategy by monitoring PIMCO Income's fundamental risk indicators and maintaining appropriate hedges.
α
Alpha over Dow Jones
-0.0405
β
Beta against Dow Jones0.13
σ
Overall volatility
0.07
Ir
Information ratio -0.0031

Investor Alerts and Insights

Setting up alerts on PIMCO Income ensures that material changes in technical or fundamental conditions are not missed. These notifications for PIMCO Income Strategy help investors make timely decisions in response to significant ETF events.
PIMCO Income generated a negative expected return over the last 90 days
Pimco Income Strategy has $145.05 M in debt with debt to equity (D/E) ratio of 0.37, which is consistent with its industry peers. PIMCO Income Strategy has a current ratio of 0.43, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist PIMCO Income until it has trouble settling it off, either with new capital or with free cash flow. So, PIMCO Income's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like PIMCO Income Strategy sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for PIMCO to invest in growth at high rates of return. When we think about PIMCO Income's use of debt, we should always consider it together with cash and equity.
The ETF reported last year's revenue of 34.36 M. Reported Net Loss for the year was -53.58 M with profit before taxes, overhead, and interest of 34.36 M.
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PIMCO Income Fundamentals Growth

PIMCO Income's fundamentals serve as the primary lens through which investors evaluate PIMCO Etf. Metrics such as earnings growth, revenue consistency, margin trends, and balance sheet strength collectively determine market sentiment toward PIMCO Etf.

Performance Metrics & Calculation Methodology

PIMCO Income performance is typically evaluated relative to its benchmark and tracking difference over time. Drawdown profile frames downside sensitivity and recovery characteristics.

This section for Pimco Income Strategy is built from fund disclosures and market reference feeds, with harmonization applied to align reporting definitions. Values may update on different source schedules. Return and risk statistics are calculated from historical price series.

This content is curated and reviewed by:

Ellen Johnson - Member of Macroaxis Editorial Board
Last reviewed on March 12th, 2026