PTY (PIMCOorate &ome Opportunity Fds) 10-Year Sharpe Ratio: N/A (As of Sep. 07, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

PTY PIMCO Corporate & Income Opportunity Fds PTY
51 GF Score
Price $11.75
GF Value $11.48
Valuation Fairly Valued
! 5 Warning Signs
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What is PIMCOorate &ome Opportunity Fds 10-Year Sharpe Ratio?

The 10-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past ten years. As of today (2026-09-07), PIMCOorate &ome Opportunity Fds's 10-Year Sharpe Ratio is Not available.

PIMCOorate &ome Opportunity Fds  (NYSE:PTY) 10-Year Sharpe Ratio Explanation

The 10-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past ten years. It is calculated as the annualized result of the average ten-year monthly excess returns divided by its standard deviation in the ten-year period. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.

The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.

PIMCOorate &ome Opportunity Fds 10-Year Sharpe Ratio Related Terms

PTY vs KYN, NZF, NVG: 10-Year Sharpe Ratio Comparison

For the Asset Management subindustry, PIMCOorate &ome Opportunity Fds's 10-Year Sharpe Ratio, along with its competitors' market caps and 10-Year Sharpe Ratio 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 10-Year Sharpe Ratio vs Asset Management Industry

For the Asset Management industry and Financial Services sector, PIMCOorate &ome Opportunity Fds's 10-Year Sharpe Ratio distribution charts can be found below:

* The bar in red indicates where PIMCOorate &ome Opportunity Fds's 10-Year Sharpe Ratio falls into.


PTY
51GF Score
PIMCO Corporate & Income Opportunity Fds PTY
10-Year Sharpe Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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PIMCOorate &ome Opportunity Fds 10-Year Sharpe Ratio Calculation

The 10-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset in the last ten years. A stock / portfolio's 10-Year Sharpe Ratio can be calculated by dividing the difference between the ten-year average monthly returns of the investment and the risk-free rate, by the standard deviation of the investment returns over the past ten years.

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 $11.75 is trading 2.4% above its estimated GF Value™ of $11.48. GuruFocus considers PIMCOorate &ome Opportunity Fds to be Fairly Valued.

Key valuation signals for PTY:

  • 10-Year Sharpe Ratio: N/A
  • GF Value™: $11.48 vs. price of $11.75 (2.4% above fair value)
  • GF Score™: 51/100 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.
51GF Score

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10-Year Sharpe Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$11.75
Price
$11.48
GF Value