(PDX) PIMCO Energy & Tactical - Ratings and Ratios
Exchange: NYSE • Country: USA • Currency: USD • Type: Fund • ISIN: US69346N1072 • Energy Limited Partnership
PDX: Energy Investments, Credit Opportunities, Income Strategies
Ticker Symbol: PDX | Exchange: NYSE | Type: Fund | Country Origin: USA | Fund Style: Energy Limited Partnership. The PIMCO Energy & Tactical Credit Opps Fund (NYSE:PDX) is a closed-end energy-focused investment fund designed to capitalize on tactical credit opportunities within the energy sector. It employs a unique strategy that combines energy sector expertise with PIMCOs credit market acumen to identify undervalued opportunities.
Average Volume 20d: 84,850 shares | Last Price: $24.08 | SMA 20: $23.77 | SMA 50: $25.04 | SMA 200: $23.50 | ATR: 0.60. The fund is currently trading above its 20-day simple moving average (SMA) but below its 50-day and 200-day SMAs, suggesting short-term strength amidst longer-term challenges. The low ATR of 0.60 indicates relatively stable price action with minimal volatility.
AUM: $244.99M USD. With assets under management of nearly $245 million, the fund maintains a moderate size, allowing for nimble investment strategies while still benefiting from scale. Its focus on energy-related credit opportunities positions it to capitalize on sector-specific dislocations and recovery themes.
3-Month Forecast: Based on
Additional Sources for PDX Fund
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
PDX Fund Overview
Market Cap in USD | 245m |
Style | Energy Limited Partnership |
IPO / Inception | 2019-01-30 |
PDX Fund Ratings
Growth Rating | 88.3 |
Fundamental | - |
Dividend Rating | 71.4 |
Rel. Strength | 27.1 |
Analysts | - |
Fair Price Momentum | 25.55 USD |
Fair Price DCF | - |
PDX Dividends
Dividend Yield 12m | 8.09% |
Yield on Cost 5y | 33.71% |
Annual Growth 5y | 7.68% |
Payout Consistency | 89.1% |
PDX Growth Ratios
Growth Correlation 3m | -81.5% |
Growth Correlation 12m | 63.2% |
Growth Correlation 5y | 98.5% |
CAGR 5y | 33.06% |
CAGR/Max DD 5y | 0.89 |
Sharpe Ratio 12m | 0.63 |
Alpha | 4.95 |
Beta | 0.694 |
Volatility | 31.10% |
Current Volume | 103.6k |
Average Volume 20d | 111.5k |
As of May 02, 2025, the stock is trading at USD 22.40 with a total of 103,606 shares traded.
Over the past week, the price has changed by +4.58%, over one month by -9.32%, over three months by -13.29% and over the past year by +15.28%.
Yes. Based on ValueRay Analyses, PIMCO Energy & Tactical (NYSE:PDX) is currently (May 2025) a good stock to buy. It has a ValueRay Growth Rating of 88.26 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of PDX as of May 2025 is 25.55. This means that PDX is currently undervalued and has a potential upside of +14.06% (Margin of Safety).
PIMCO Energy & Tactical has no consensus analysts rating.
According to ValueRays Forecast Model, PDX PIMCO Energy & Tactical will be worth about 28.9 in May 2026. The stock is currently trading at 22.40. This means that the stock has a potential upside of +29.15%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 28.9 | 29.2% |