PIMCO Rae Plus Fund Manager Performance Evaluation
| PXTNX Fund | USD 21.64 -0.36 -1.64% |
The fund shows a Beta (market volatility) of -0.19, which conveys relatively modest fluctuations relative to the market. the mildly negative beta suggests PIMCO RAE provides a partial hedge against market-wide declines.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared with the broader market, risk-adjusted returns on PIMCO Rae Plus rank lower than 4% of all funds and fund portfolios over the last 90 days. The current category mapping is Large Value. Despite somewhat strong basic indicators, PIMCO RAE is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
| Expense Ratio Date | 1st of August 2025 | |
| Expense Ratio | 1.1800 |
PIMCO |
Relative Risk vs. Return Landscape
If you had invested $ 2,138 in PIMCO Rae Plus on December 20, 2025 and sold it today you would have earned a total of $ 62.00 from holding PIMCO Rae Plus or generated 2.9% return on investment over 90 days. PIMCO Rae Plus is currently producing a 0.0516% return and carries 0.8942% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than PIMCO, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Target Price Odds to finish over Current Price
For forecasting purposes, the tendency of PIMCO Mutual Fund price to revert toward a long-term mean offers a useful anchor. However, investors should note that not all funds correct quickly - persistent mispricings are often associated with additional risk factors that the market prices gradually.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 21.64 | 90 days | 21.64 | about 87.83 |
Using standard statistical methods, the probability of PIMCO RAE moving above the current price in 90 days from now is about 87.83 (This fund probability chart shows the expected price distribution for PIMCO Mutual Fund over a 90-day window).
PIMCO RAE Price Density |
| Price |
Predictive Modules for PIMCO RAE
Predicting the future price of PIMCO Rae Plus involves applying a range of quantitative and qualitative techniques to the fund market. While no model guarantees accuracy, the practice of systematic forecasting provides context to structure their thinking and prepare for different market scenarios.Mean reversion opportunities in PIMCO RAE's arise when market prices disconnect from fundamental anchors such as earnings, book value, or historical price-to-earnings multiples.
Primary Risk Indicators
Market turbulence over the past two decades has affected virtually every corner of the mutual fund market. PIMCO RAE has experienced its share of dramatic price moves. Investors can manage this risk by monitoring PIMCO RAE's volatility and elasticity within a framework of fundamental risk indicators.α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | -0.19 | |
σ | Overall volatility | 0.54 | |
Ir | Information ratio | 0.16 |
Investor Alerts and Insights
Automated fund alerts for PIMCO RAE keep investors informed of key developments without constant manual monitoring. PIMCO Rae Plus notifications highlight material changes that could affect portfolio decisions and overall risk exposure.| The fund maintains about 18.49% of its assets in bonds |
PIMCO RAE Fundamentals Growth
PIMCO Mutual Fund is valued by the market based on PIMCO RAE's financial performance and outlook. Revenue and earnings growth, profitability metrics, and debt levels form the core set of fundamentals that drive PIMCO Mutual Fund price movements.
| Total Asset | 3.57 M | |||
Performance Metrics & Calculation Methodology
PIMCO RAE performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Cycle participation patterns help identify regime alignment. Certain defensive traits may reduce sensitivity to broader macroeconomic fluctuations.
For PIMCO Rae Plus, this section uses fund disclosures and market reference feeds with Macroaxis normalization rules applied to keep cross-asset comparisons consistent. Intraday timing differences may exist. Return and risk statistics are calculated from historical price series.