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 Global Bd ex US Instl over time as well as its relative position and ranking within its peers. See also Risk vs Return Analysis.

PIMCO GIS Global Five Year Return vs. Minimum Initial Investment Fundamental Analysis

PIMCO GIS Global Bd ex US Instl is currently considered the top fund in minimum initial investment among similar funds. It is currently considered the top fund in five year return among similar funds . The ratio of Minimum Initial Investment to Five Year Return for PIMCO GIS Global Bd ex US Instl is about  1,210,654 
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
PIMCO GIS 
Minimum Initial Investment 
=  
First Fund Deposit 
=
10M
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it from random trades that may negatively affect fund strategy.
Five Year Return is considered as one of the best measures to evaluate fund performance especially from the mid and long term prospective. It shows the total annualized return generated from holding a fund for the last 5 years and represents capital appreciation of fund investments including all dividends, losses, and capital gains distributions.
PIMCO GIS 
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
8.26%
Although Five Year Fund Returns can give a sense of overall fund potential, it is recommended to compare fund performance with other similar funds for the same five year time interval. Similarly, comparing overall find performance over the last five year with appropriate market index is a great way to determine how this fund will perform during different market fluctuations.

PIMCO GIS Five Year Return Comparison

PIMCO GIS Fundamental Comparison

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