PFL
Price:
$8.41
Market Cap:
$297.58M
PIMCO Income Strategy Fund is a closed-ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. The fund is co-managed by Pacific Investment Management Company LLC. It invests in fixed income markets across the globe. The fund invests in a diversified portfolio of floating rate debt instruments with an average duration of around three years. It employs fundamental analysis with top-down approach to create its portfolio. The fund was formerly known as PIMCO Floating Rate Income Fund. PIMCO Income Strategy Fund was formed on June 19, 2003 and is domiciled in the United States.[Read more]
Industry
Asset Management - Income
IPO Date
2003-08-27
Stock Exchange
NYSE
Ticker
PFL
According to PIMCO Income Strategy Fund’s latest financial reports and current stock price. The company's current ROE is 16.62%. This represents a change of 301.57% compared to the average of 4.14% of the last 4 quarters.
The mean historical ROE of PIMCO Income Strategy Fund over the last ten years is 5.52%. The current 16.62% ROE has changed 200.88% with respect to the historical average. Over the past ten years (40 quarters), PFL's ROE was at its highest in in the January 2021 quarter at 15.29%. The ROE was at its lowest in in the July 2020 quarter at -10.09%.
Average
5.52%
Median
5.57%
Minimum
-14.11%
Maximum
20.00%
Discovering the peaks and valleys of PIMCO Income Strategy Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.
Maximum Annual Increase = 1.49%
Maximum Annual ROE = 20.00%
Minimum Annual Increase = -478.54%
Minimum Annual ROE = -14.11%
Year | ROE | Change |
---|---|---|
2024 | 12.22% | 137.20% |
2023 | 5.15% | -136.52% |
2022 | -14.11% | -170.54% |
2021 | 20.00% | -478.54% |
2020 | -5.28% | -164.96% |
2019 | 8.13% | 35.94% |
2018 | 5.98% | -68.32% |
2017 | 18.88% | 1.49% |
2016 | 1.18% | -61.52% |
2015 | 3.08% | -69.40% |
The current ROE of PIMCO Income Strategy Fund (PFL) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages
3-year avg
1.09%
5-year avg
3.60%
10-year avg
5.52%
PIMCO Income Strategy Fund’s ROE is less than PIMCO Access Income Fund (13.08%), less than PIMCO High Income Fund (15.65%), less than PIMCO Corporate & Income Opportunity Fund (10.04%), less than PIMCO Corporate & Income Strategy Fund (15.40%), less than PIMCO Global StocksPLUS & Income Fund (13.00%), less than PIMCO Strategic Income Fund, Inc. (15.18%), less than BlackRock Enhanced Capital and Income Fund, Inc. (30.61%), less than BlackRock Credit Allocation Income Trust (13.11%), less than PCM Fund Inc. (12.14%), less than PIMCO Income Strategy Fund II (16.48%),
Company | ROE | Market cap |
---|---|---|
13.08% | $730.84M | |
15.65% | $782.39M | |
10.04% | $2.38B | |
15.40% | $668.70M | |
13.00% | $91.74M | |
15.18% | $348.84M | |
30.61% | $848.38M | |
13.11% | $1.01B | |
12.14% | $95.13M | |
16.48% | $589.29M |
One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like PIMCO Income Strategy Fund using the financials and key metrics that matter to you in a single view.
The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:
Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.
Get your free trial here.
The easiest way to analyze a company like PIMCO Income Strategy Fund or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.
Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.
Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.
What is the ROE?
How can you use the ROE?
What is PIMCO Income Strategy Fund's ROE?
How is the ROE calculated for PIMCO Income Strategy Fund (PFL)?
What is the highest ROE for PIMCO Income Strategy Fund (PFL)?
What is the 3-year average ROE for PIMCO Income Strategy Fund (PFL)?
What is the 5-year average ROE for PIMCO Income Strategy Fund (PFL)?
How does the current ROE for PIMCO Income Strategy Fund (PFL) compare to its historical average?