PIMCO GIS Balanced Income and Growth Fund E Class USD AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 3.04 | -0.40 | 9.70 | 9.72 | 10.70 | -7.68 | 3.85 | 6.46 |
+/- Category | 1.20 | 0.40 | -0.75 | 5.53 | 2.40 | -4.34 | -0.26 | 3.22 |
+/- Category Index | - | - | - | - | 2.18 | -5.13 | -3.54 | 2.35 |
% Rank in Category | 38 | 45 | 59 | 15 | 24 | 89 | 54 | 4 |
Trailing Returns (GBP) | 31/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.51 | 0.39 | 0.04 |
1 Week | -0.25 | 0.26 | -0.03 |
1 Month | 1.66 | 1.73 | 0.93 |
3 Months | 2.59 | 1.24 | 1.12 |
6 Months | 9.94 | 3.16 | 2.49 |
YTD | 6.46 | 3.15 | 2.35 |
1 Year | 11.33 | 3.65 | 1.46 |
3 Years Annualised | 3.62 | -0.51 | -1.96 |
5 Years Annualised | 4.97 | 0.98 | -0.60 |
10 Years Annualised | 6.92 | 0.86 | -0.96 |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.97 | - | - | - |
2023 | 0.07 | -0.16 | 0.05 | 3.89 |
2022 | -3.86 | -5.28 | 3.98 | -2.50 |
2021 | 0.51 | 4.67 | 1.84 | 3.33 |
2020 | -9.22 | 15.46 | 0.97 | 3.68 |
2019 | 4.97 | 4.23 | 2.69 | -2.36 |
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