PIMCO GIS (Ireland) Manager Performance Evaluation

IE00B7DY8L47 -- Ireland Fund  

EUR 9.94  0.00  0.00%

The fund holds Beta of 0.0178 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.. Even though it is essential to pay attention to PIMCO GIS Unconstrained current trending patterns, it is always good to be careful when utilizing equity existing price patterns. Macroaxis approach towards forecasting future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. PIMCO GIS Unconstrained exposes twenty-one different technical indicators which can help you to evaluate its performance.
Horizon     30 Days    Login   to change

PIMCO GIS Unconstrained Relative Risk vs. Return Landscape

If you would invest  1,005  in PIMCO GIS Unconstrained Bd R EUR Hdg Acc on November 10, 2018 and sell it today you would lose (11.00)  from holding PIMCO GIS Unconstrained Bd R EUR Hdg Acc or give up 1.09% of portfolio value over 30 days. PIMCO GIS Unconstrained Bd R EUR Hdg Acc is generating negative expected returns and assumes 0.6319% volatility on return distribution over the 30 days horizon. Simply put, 5% of equities are less volatile than PIMCO GIS Unconstrained Bd R EUR Hdg Acc 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 Unconstrained Bd R EUR Hdg Acc is expected to under-perform the market. But the company apears to be less risky and when comparing its historical volatility, the company is 2.07 times less risky than the market. the firm trades about -0.58 of its potential returns per unit of risk. The DOW is currently generating roughly -0.04 of returns per unit of risk over similar time horizon.

PIMCO GIS Current Valuation

Not valued
December 10, 2018
9.94
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
PIMCO GIS is Unknown risk asset. PIMCO GIS Unconstrained recent Real Value cannot be determined due to lack of data. The prevailing price of PIMCO GIS Unconstrained is €9.94. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of PIMCO GIS Unconstrained 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 = -0.5774
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PIMCO GIS Relative Performance Indicators

Estimated Market Risk
 0.63
  actual daily
 
 5 %
of total potential
 
5
Expected Return
 -0.36
  actual daily
 
 0 %
of total potential
 
0
Risk-Adjusted Return
 -0.58
  actual daily
 
 0 %
of total potential
 
0
Based on monthly moving average PIMCO GIS is performing at about 0% 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 Unconstrained Bd R EUR Hdg Acc Risk Adjusted Performance Analysis

0

Risk-Adjusted Fund Performance

Over the last 30 days PIMCO GIS Unconstrained Bd R EUR Hdg Acc has generated negative risk-adjusted returns adding no value to fund investors.

PIMCO GIS Alerts

Equity Alerts and Improvement Suggestions

PIMCO GIS is not yet fully synchronised with the market data
PIMCO GIS generates negative expected return over the last 30 days
PIMCO GIS Unconstrained Bd R EUR Hdg Acc has annual holdings turnover of about 148.0% suggesting active trading
This fund retains roughly 53.36% of its assets under management (AUM) in cash
Please also check Risk vs Return Analysis. Please also try Transaction History module to view history of all your transactions and understand their impact on performance.
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