PIMCO GIS Fundamental Relationships

IE00BRB37W71 -- Ireland Fund  

USD 9.28  0.00  0.00%

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 Divi and Bldr T USD over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

PIMCO GIS Divi One Year Return vs. Equity Positions Weight Fundamental Analysis

PIMCO GIS Divi and Bldr T USD is currently considered the top fund in equity positions weight among similar funds. It is currently considered the top fund in one year return among similar funds .
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
PIMCO GIS 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
84.47%
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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% 
=
(8.88)%
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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