PIMCO GIS Balanced Income and Growth Fund Investor USD AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 3.94 | 0.44 | 10.67 | 10.68 | 11.65 | -6.93 | 4.74 | 5.07 |
+/- Category | 2.11 | 1.24 | 0.23 | 6.50 | 3.35 | -3.59 | 0.63 | 1.88 |
+/- Category Index | - | - | - | - | 3.12 | -4.39 | -2.65 | 1.71 |
% Rank in Category | 29 | 35 | 45 | 9 | 18 | 84 | 44 | 11 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.07 | 0.24 | 0.21 |
1 Week | -0.36 | 0.21 | 0.17 |
1 Month | 2.52 | 0.76 | 0.93 |
3 Months | 4.57 | 1.66 | 1.78 |
6 Months | 10.73 | 3.26 | 3.15 |
YTD | 7.87 | 3.11 | 2.83 |
1 Year | 13.08 | 3.80 | 2.30 |
3 Years Annualised | 5.13 | 0.34 | -0.94 |
5 Years Annualised | 5.99 | 1.71 | 0.21 |
10 Years Annualised | 8.10 | 1.76 | -0.01 |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.19 | - | - | - |
2023 | 0.28 | 0.09 | 0.20 | 4.15 |
2022 | -3.70 | -5.06 | 4.14 | -2.26 |
2021 | 0.69 | 4.91 | 2.03 | 3.59 |
2020 | -9.02 | 15.66 | 1.21 | 3.93 |
2019 | 5.29 | 4.42 | 2.89 | -2.16 |
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