PTY (PIMCOorate &ome Opportunity Fds) 3-1 Month Momentum %: -3.44% (As of Jul. 11, 2026)


PTY PIMCO Corporate & Income Opportunity Fds PTY
50 GF Score
Price $12.09
GF Value $11.79
Valuation Fairly Valued
! 5 Warning Signs
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What is PIMCOorate &ome Opportunity Fds 3-1 Month Momentum %?

PIMCOorate &ome Opportunity Fds PTY -0.08% 50 3-1 Month Momentum % is -3.44% as of Jul. 11, 2026. GuruFocus rates PTY with a GF Score™ of 50/100 and a GF Value™ of $11.79 (Fairly Valued). The stock has 5 warning signs investors should review. Among 1,635 Asset Management companies, PIMCOorate &ome Opportunity Fds ranks worse than 71.62% on this metric.

3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-07-11), PIMCOorate &ome Opportunity Fds's 3-1 Month Momentum % is -3.44%.

The industry rank for PIMCOorate &ome Opportunity Fds's 3-1 Month Momentum % or its related term are showing as below:

PTY's 3-1 Month Momentum % is ranked worse than
71.62% of 1635 companies
in the Asset Management industry
Industry Median: 0.1 vs PTY: -3.44

PIMCOorate &ome Opportunity Fds  (NYSE:PTY) 3-1 Month Momentum % Explanation

Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 3-1 Month Momentum % measures the total return to a stock over the past three months, but ignores the previous month.

The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.


PIMCOorate &ome Opportunity Fds 3-1 Month Momentum % Related Terms


PTY vs APAM, GDV, AAMI: 3-1 Month Momentum % Comparison

For the Asset Management subindustry, PIMCOorate &ome Opportunity Fds's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 Month Momentum % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


PIMCOorate &ome Opportunity Fds 3-1 Month Momentum % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, PIMCOorate &ome Opportunity Fds's 3-1 Month Momentum % distribution charts can be found below:

* The bar in red indicates where PIMCOorate &ome Opportunity Fds's 3-1 Month Momentum % falls into.


PTY
50GF Score
PIMCO Corporate & Income Opportunity Fds PTY
3-1 Month Momentum % is just one metric. See GF Score™, valuation, warning signs, and more.
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PIMCOorate &ome Opportunity Fds  (NYSE:PTY) 3-1 Month Momentum % Calculation

3-1 Month Momentum % is calculated as following:

3-1 Month Momentum %=( Price 1-month ago / Price 3-month ago - 1 ) * 100 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about 3-1 Month Momentum % →
What does a 3-1 Month Momentum % of -3.44% mean?
PIMCOorate &ome Opportunity Fds (PTY) has a 3-1 Month Momentum % of -3.44% as of Jul. 11, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on PIMCOorate &ome Opportunity Fds and its competitors. According to the industry distribution chart, PIMCOorate &ome Opportunity Fds ranks #1171 out of 1635 companies in the Asset Management industry, placing it in the top 71.6%.
Is PIMCOorate &ome Opportunity Fds' 3-1 Month Momentum % too high?
PIMCOorate &ome Opportunity Fds' current 3-1 Month Momentum % is -3.44%. Based on the distribution chart, PIMCOorate &ome Opportunity Fds ranks #1171 out of 1635 companies in the Asset Management industry, which is below the industry midpoint. Overall, PIMCOorate &ome Opportunity Fds has a GF Score™ of 50/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does PIMCOorate &ome Opportunity Fds' 3-1 Month Momentum % compare to APAM and GDV?
According to the Asset Management industry distribution chart, PIMCOorate &ome Opportunity Fds ranks #1171 out of 1635 companies for 3-1 Month Momentum %. This places PIMCOorate &ome Opportunity Fds in the lower half of its industry. The industry median 3-1 Month Momentum % is 0.10. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-1 Month Momentum % for an Asset Management company?
The median 3-1 Month Momentum % among Asset Management companies is 0.10, based on 1,635 companies in the industry. Companies in the top quartile (top 25%) have a 3-1 Month Momentum % significantly above this median, while those in the bottom quartile fall well below. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on PIMCOorate &ome Opportunity Fds and its competitors. For the Asset Management industry, the median 3-1 Month Momentum % is 0.10 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. PIMCOorate &ome Opportunity Fds's current 3-1 Month Momentum % is -3.44%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is PIMCOorate &ome Opportunity Fds stock overvalued right now?
Based on GuruFocus' analysis, PIMCOorate &ome Opportunity Fds (PTY) is currently considered Fairly Valued. The stock's GF Value™ is $11.79, compared to a current price of $12.09 — trading 2.5% above its estimated fair value. The current 3-1 Month Momentum % is -3.44%. PIMCOorate &ome Opportunity Fds' overall GF Score™ is 50/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For PIMCOorate &ome Opportunity Fds (PTY), the current 3-1 Month Momentum % is -3.44% as of Jul. 11, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is PIMCOorate &ome Opportunity Fds (PTY) Overvalued in 2026?

Based on GuruFocus' analysis, PIMCOorate &ome Opportunity Fds stock appears to be overvalued. The current stock price of $12.09 is trading 2.5% above its estimated GF Value™ of $11.79. GuruFocus considers PIMCOorate &ome Opportunity Fds to be Fairly Valued.

Key valuation signals for PTY:

  • 3-1 Month Momentum %: -3.44%
  • GF Value™: $11.79 vs. price of $12.09 (2.5% above fair value)
  • GF Score™: 50/100 with 5 warning signs

No single metric tells the full story. See the PTY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


PIMCOorate &ome Opportunity Fds Business Description

Address 1633 Broadway, New York, NY, USA, 10019
PIMCO Corporate & Income Opportunity Fds operates as a closed-end management investment company. It seeks to maximize total return through a combination of current income and capital appreciation. The fund invests a majority of the total assets in a combination of corporate debt obligations of varying maturities, other corporate income-producing securities, and income-producing securities of non-corporate issuers, such as U.S. Government securities, municipal securities, and mortgage-backed and other asset-backed securities issued on a public or private basis.
50GF Score

Get the complete analysis for PTY

3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$12.09
Price
$11.79
GF Value