PIMCO GIS (Ireland) Manager Performance Evaluation

IE00B28D5Z40 -- Ireland Fund  

EUR 9.77  0.01  0.10%

The fund holds Beta of 0.0 which implies the returns on MARKET and PIMCO GIS are completely uncorrelated. Although it is extremely important to respect PIMCO GIS Diversified 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 Diversified technical indicators you can now evaluate if the expected return of 0.0385% will be sustainable into the future.
Horizon     30 Days    Login   to change

PIMCO GIS Diversified Relative Risk vs. Return Landscape

If you would invest  974.00  in PIMCO GIS Diversified Inc Inst on August 20, 2018 and sell it today you would earn a total of  3.00  from holding PIMCO GIS Diversified Inc Inst or generate 0.31% return on investment over 30 days. PIMCO GIS Diversified Inc Inst is generating 0.0385% of daily returns and assumes 0.0764% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than PIMCO GIS Diversified Inc Inst 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 Diversified Inc Inst is expected to generate 2.34 times less return on investment than the market. But when comparing it to its historical volatility, the company is 5.09 times less risky than the market. It trades about 0.5 of its potential returns per unit of risk. The DOW is currently generating roughly 0.23 of returns per unit of risk over similar time horizon.

PIMCO GIS Current Valuation

Not valued
September 19, 2018
9.77
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
PIMCO GIS is Unknown risk asset. PIMCO GIS Diversified recent Real Value cannot be determined due to lack of data. The prevailing price of PIMCO GIS Diversified is €9.77. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of PIMCO GIS Diversified 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 = 0.5039
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IE00B28D5Z40
Based on monthly moving average PIMCO GIS is performing at about 33% 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 Diversified Inc Inst Risk Adjusted Performance Analysis

33 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in PIMCO GIS Diversified Inc Inst are ranked lower than 33 (%) of all funds and portfolios of funds over the last 30 days.

PIMCO GIS Alerts

Equity Alerts and Improvement Suggestions

The fund retains about 14.14% of its assets under management (AUM) in cash
Please also check Risk vs Return Analysis. Please also try Theme Ratings module to determine theme ratings based on digital equity recommendations. macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
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