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.
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.
The 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past year. As of today (2026-07-26), PIMCOome Strategy Fund's 1-Year Sharpe Ratio is -1.66.
PIMCOome Strategy Fund (NYSE:PFL) 1-Year Sharpe Ratio Explanation
The 1-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past year. It is calculated as the annualized result of the average monthly excess return divided by its standard deviation over the past year. 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.
PIMCOome Strategy Fund 1-Year Sharpe Ratio Related Terms
PFL vs FRA, MYN, EDD: 1-Year Sharpe Ratio Comparison
For the Asset Management subindustry, PIMCOome Strategy Fund's 1-Year Sharpe Ratio, along with its competitors' market caps and 1-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.
PIMCOome Strategy Fund 1-Year Sharpe Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, PIMCOome Strategy Fund's 1-Year Sharpe Ratio distribution charts can be found below:
* The bar in red indicates where PIMCOome Strategy Fund's 1-Year Sharpe Ratio falls into.
PIMCOome Strategy Fund 1-Year Sharpe Ratio Calculation
The 1-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset. A stock / portfolio's 1-Year Sharpe Ratio can be calculated by dividing the difference between the one-year returns of the investment and the risk-free rate, by the standard deviation of the investment returns over one year.
PIMCOome Strategy Fund (PFL) has a 1-Year Sharpe Ratio of -1.66 as of Jul. 26, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for PIMCOome Strategy Fund and its competitors.
Is PIMCOome Strategy Fund's 1-Year Sharpe Ratio too high?
PIMCOome Strategy Fund's current 1-Year Sharpe Ratio is -1.66. Overall, PIMCOome Strategy Fund has a GF Score™ of 50/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does PIMCOome Strategy Fund's 1-Year Sharpe Ratio compare to FRA and MYN?
PIMCOome Strategy Fund's 1-Year Sharpe Ratio of -1.66 can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 1-Year Sharpe Ratio for an Asset Management company?
A good 1-Year Sharpe Ratio depends on the Asset Management industry context. However, 1-Year Sharpe Ratio 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 1-Year Sharpe Ratio mean?
A high 1-Year Sharpe Ratio can signal that a stock is expensive relative to its fundamentals. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for PIMCOome Strategy Fund and its competitors. PIMCOome Strategy Fund's current 1-Year Sharpe Ratio is -1.66. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is PIMCOome Strategy Fund stock overvalued right now?
Based on GuruFocus' analysis, PIMCOome Strategy Fund (PFL) is currently considered Modestly Overvalued. The stock's GF Value™ is $5.95, compared to a current price of $7.67 — trading 28.9% above its estimated fair value. The current 1-Year Sharpe Ratio is -1.66. PIMCOome Strategy Fund's overall GF Score™ is 50/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 1-Year Sharpe Ratio calculated?
1-Year Sharpe Ratio is calculated from a company's financial statements. For PIMCOome Strategy Fund (PFL), the current 1-Year Sharpe Ratio is -1.66 as of Jul. 26, 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 PIMCOome Strategy Fund (PFL) Overvalued in 2026?
Based on GuruFocus' analysis, PIMCOome Strategy Fund stock appears to be overvalued.
The current stock price of $7.67 is trading 28.9% above its estimated GF Value™ of $5.95.
GuruFocus considers PIMCOome Strategy Fund to be Modestly Overvalued.
Key valuation signals for PFL:
1-Year Sharpe Ratio: -1.66
GF Value™: $5.95 vs. price of $7.67 (28.9% above fair value)
No single metric tells the full story. See the PFL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
PIMCO Income Strategy Fund is a United States-based closed-end management investment company. The fund's investment objective is to seek high current income, consistent with the preservation of capital. The company seeks to achieve its objectives by investing in a diversified portfolio of floating and fixed-rate debt instruments.
50GF Score
Get the complete analysis for PFL
1-Year Sharpe Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
PFL has been successfully added to your 
