PIMCO GIS (Ireland) Manager Performance Evaluation

FOGBR05KHR -- Ireland Fund  

 6.41  0.04  0.62%

The fund holds Beta of 0.1059 which implies as returns on market increase, PIMCO GIS returns are expected to increase less than the market. However during bear market, the loss on holding PIMCO GIS will be expected to be smaller as well.. Although it is extremely important to respect PIMCO GIS Commodity current trending patterns, it is better to be realistic regarding the information on equity existing price patterns. The approach towards forecasting future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By inspecting PIMCO GIS Commodity technical indicators you can now evaluate if the expected return of 0.1309% will be sustainable into the future.
Horizon     30 Days    Login   to change

PIMCO GIS Commodity Relative Risk vs. Return Landscape

If you would invest  640.00  in PIMCO GIS Commodity Real Ret Int USD Acc on August 25, 2018 and sell it today you would earn a total of  5.00  from holding PIMCO GIS Commodity Real Ret Int USD Acc or generate 0.78% return on investment over 30 days. PIMCO GIS Commodity Real Ret Int USD Acc is generating 0.1309% of daily returns and assumes 0.509% volatility on return distribution over the 30 days horizon. Simply put, 4% of equities are less volatile than PIMCO GIS Commodity Real Ret Int USD Acc and 98% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, PIMCO GIS Commodity Real Ret Int USD Acc is expected to generate 1.01 times less return on investment than the market. In addition to that, the company is 1.22 times more volatile than its market benchmark. It trades about 0.26 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.32 per unit of volatility.

PIMCO GIS Market Risk Analysis

Sharpe Ratio = 0.2571
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PIMCO GIS Relative Performance Indicators

Estimated Market Risk
 0.51
  actual daily
 
 96 %
of total potential
  
Expected Return
 0.13
  actual daily
 
 2 %
of total potential
  
Risk-Adjusted Return
 0.26
  actual daily
 
 17 %
of total potential
  
Based on monthly moving average PIMCO GIS is performing at about 17% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of PIMCO GIS by adding it to a well-diversified portfolio.

PIMCO GIS Performance Rating

PIMCO GIS Commodity Real Ret Int USD Acc Risk Adjusted Performance Analysis

17 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in PIMCO GIS Commodity Real Ret Int USD Acc are ranked lower than 17 (%) of all funds and portfolios of funds over the last 30 days.
Additionally see Investing Opportunities. Please also try Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
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