PIMCO GIS Fundamental Relationships

IE00B11XZ103 -- Ireland Fund  

EUR 23.62  0.08  0.34%

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 Bond E EUR Hdg Acc over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

PIMCO GIS Global Five Year Return vs. One Year Return Fundamental Analysis

PIMCO GIS Global Bond E EUR Hdg Acc is currently considered the top fund in one year return among similar funds. It is currently considered the top fund in five year return among similar funds .
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% 
=
(6.01)%
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.
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% 
=
6.45%
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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