PIMCO GIS Balanced Income and Growth Fund E Class USD IncomeRegister 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 | 3.06 | -0.49 | 9.80 | 9.73 | 10.67 | -7.74 | 3.87 | 4.81 |
+/- Category | 1.22 | 0.30 | -0.65 | 5.55 | 2.37 | -4.40 | -0.24 | 1.62 |
+/- Category Index | - | - | - | - | 2.15 | -5.19 | -3.53 | 1.45 |
% Rank in Category | 37 | 46 | 58 | 14 | 24 | 89 | 53 | 13 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.14 | 0.16 | 0.14 |
1 Week | -0.41 | 0.16 | 0.12 |
1 Month | 2.44 | 0.68 | 0.85 |
3 Months | 4.29 | 1.37 | 1.50 |
6 Months | 10.30 | 2.83 | 2.72 |
YTD | 7.52 | 2.77 | 2.48 |
1 Year | 12.11 | 2.83 | 1.32 |
3 Years Annualised | 4.24 | -0.55 | -1.82 |
5 Years Annualised | 5.10 | 0.81 | -0.69 |
10 Years Annualised | 7.13 | 0.78 | -0.99 |
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 | 7.01 | - | - | - |
2023 | 0.12 | -0.16 | 0.02 | 3.89 |
2022 | -3.84 | -5.32 | 4.02 | -2.57 |
2021 | 0.43 | 4.68 | 1.86 | 3.34 |
2020 | -9.27 | 15.43 | 0.98 | 3.76 |
2019 | 5.04 | 4.17 | 2.72 | -2.31 |
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