PIMCO GIS Income Fund H Institutional Accumulation

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage3 star
5-YearAbove AverageAverage4 star
10-Year--Not Rated
OverallAbove AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • PIMCO GIS Income Fund H Institutional Accumulation
  • Morningstar Gbl Core Bd GR Hdg USD
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev5.13 %
3-Yr Mean Return2.38 %
 
3-Yr Sharpe Ratio-0.17
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Core Bd GR Hdg USD  Morningstar EM Sov Bd GR USD
3-Yr Beta0.970.58
3-Yr Alpha2.800.60
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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