PIMCO GIS (Ireland) Manager Performance Evaluation

IE00B82D7H88 -- Ireland Fund  

GBp 1,194  5.00  0.42%

The fund holds Beta of 0.1255 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 vital to follow to PIMCO GIS Glbl current trending patterns, it is good to be conservative about what you can actually do with the information regarding 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 Glbl technical indicators you can now evaluate if the expected return of 0.3099% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

PIMCO GIS Glbl Relative Risk vs. Return Landscape

If you would invest  118,300  in PIMCO GIS Glbl Multi Asset Inst HdgAcc on June 19, 2018 and sell it today you would earn a total of  1,100  from holding PIMCO GIS Glbl Multi Asset Inst HdgAcc or generate 0.93% return on investment over 30 days. PIMCO GIS Glbl Multi Asset Inst HdgAcc is generating 0.3099% of daily returns and assumes 0.5368% volatility on return distribution over the 30 days horizon. Simply put, 4% of equities are less volatile than PIMCO GIS Glbl Multi Asset Inst HdgAcc and 95% 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 Glbl Multi Asset Inst HdgAcc is expected to generate 0.91 times more return on investment than the market. However, the company is 1.1 times less risky than the market. It trades about 0.58 of its potential returns per unit of risk. The DOW is currently generating roughly 0.12 per unit of risk.

PIMCO GIS Current Valuation

Not valued
July 19, 2018
1,194
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
PIMCO GIS is Unknown risk asset. PIMCO GIS Glbl recent Real Value cannot be determined due to lack of data. The prevailing price of PIMCO GIS Glbl is p;1194.0. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of PIMCO GIS Glbl 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
 0.54
  actual daily
 
 96 %
of total potential
  
Expected Return
 0.31
  actual daily
 
 5 %
of total potential
  
Risk-Adjusted Return
 0.58
  actual daily
 
 38 %
of total potential
  
Based on monthly moving average PIMCO GIS is performing at about 38% 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 Glbl Multi Asset Inst HdgAcc Risk Adjusted Performance Analysis
38 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in PIMCO GIS Glbl Multi Asset Inst HdgAcc are ranked lower than 38 (%) of all funds and portfolios of funds over the last 30 days.

PIMCO GIS Alerts

Equity Alerts and Improvement Suggestions
The fund generated three year return of -1.0%
PIMCO GIS Glbl Multi Asset Inst HdgAcc retains about 29.18% of its assets under management (AUM) in cash
Please also check Risk vs Return Analysis. Please also try Idea Breakdown module to analyze constituents of all macroaxis ideas. macroaxis investment ideas are predefined, sector-focused investing themes.