PIMCO GIS Fundamental Relationships

The Drivers Module shows relationships between PIMCO GIS's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of PIMCO GIS Total Ret Bd Ins GBP Hdg over time as well as its relative position and ranking within its peers. See also Risk vs Return Analysis.

PIMCO GIS Total One Year Return vs. Cash Position Weight Fundamental Analysis

PIMCO GIS Total Ret Bd Ins GBP Hdg is currently considered the top fund in cash position weight among similar funds. It is currently considered the top fund in one year return among similar funds .
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
PIMCO GIS 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
40.91%
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
PIMCO GIS 
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
(6.13)%
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.

PIMCO GIS One Year Return Comparison

PIMCO GIS Fundamental Comparison

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