PIMCO GIS (Ireland) Manager Performance Evaluation

IE00B0V9TH54 -- Ireland Fund  

USD 15.94  0.00  0.00%

The fund holds Beta of 0.1546 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 Global 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 Global technical indicators you can now evaluate if the expected return of 0.0076% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

PIMCO GIS Global Relative Risk vs. Return Landscape

If you would invest  1,593  in PIMCO GIS Global Bd ex US Instl on June 20, 2018 and sell it today you would earn a total of  1.00  from holding PIMCO GIS Global Bd ex US Instl or generate 0.06% return on investment over 30 days. PIMCO GIS Global Bd ex US Instl is generating 0.0076% of daily returns and assumes 0.3647% volatility on return distribution over the 30 days horizon. Simply put, 3% of equities are less volatile than PIMCO GIS Global Bd ex US Instl and 99% 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 Global Bd ex US Instl is expected to generate 7.66 times less return on investment than the market. But when comparing it to its historical volatility, the company is 1.64 times less risky than the market. It trades about 0.02 of its potential returns per unit of risk. The DOW is currently generating roughly 0.1 of returns per unit of risk over similar time horizon.

PIMCO GIS Current Valuation

Not valued
July 20, 2018
15.94
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
PIMCO GIS is Unknown risk asset. PIMCO GIS Global recent Real Value cannot be determined due to lack of data. The prevailing price of PIMCO GIS Global is $15.94. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of PIMCO GIS Global from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support investing in undervalued entities and to dispose of overvalued entities since at some point future time stocks prices and their ongoing real values will merge together.

PIMCO GIS Market Risk Analysis

Sharpe Ratio = 0.0207
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PIMCO GIS Relative Performance Indicators

Estimated Market Risk
 0.36
  actual daily
 
 97 %
of total potential
  
Expected Return
 0.01
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 0.02
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average PIMCO GIS is performing at about 1% 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.

Performance Rating

PIMCO GIS Global Bd ex US Instl Risk Adjusted Performance Analysis
1 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in PIMCO GIS Global Bd ex US Instl are ranked lower than 1 (%) of all funds and portfolios of funds over the last 30 days.

PIMCO GIS Alerts

Equity Alerts and Improvement Suggestions
The fund retains about 15.98% of its assets under management (AUM) in cash
Please also check Risk vs Return Analysis. Please also try Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
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