Equity Screeners to view more equity screening toolsAMIDEX35 Israel fundamental analysis lookup allows you to check this and other indicators for AMIDEX35 Israel Mutual Fund or any other equity instrument. You can also select from a set of available indicators by clicking on the link to the right. Please note, not all equities are covered by this module due to inconsistencies in global equity categorizations. Please check also
AMIDEX35 Israel Five Year Return AnalysisFive Year Return is considered as one of the best measures to evaluate fund performance especially from the mid and long term prospective. It shows the total annualized return generated from holding a fund for the last 5 years and represents capital appreciation of fund investments including all dividends, losses, and capital gains distributions.
Five Year Return
(Mean of Monthly Returns - 1)
|AMIDEX35 Israel||Five Year Return||=|
About Five Year ReturnAlthough Five Year Fund Returns can give a sense of overall fund potential, it is recommended to compare fund performance with other similar funds for the same five year time interval. Similarly, comparing overall find performance over the last five year with appropriate market index is a great way to determine how this fund will perform during different market fluctuations.
|Compare to competition|
According to company disclosure AMIDEX35 Israel Mutual Fund has Five Year Return of 0.58%. This is much higher than that of the AMIDEX family, and significantly higher than that of Miscellaneous Region category, The Five Year Return for all funds is 82.1% higher than the company.
AMIDEX35 Israel Mutual Fundamental Drivers Relationships
AMIDEX35 Israel Mutual Fund is fifth largest fund in net asset among similar funds. It is the top fund in price to book among similar funds . The ratio of Net Asset to Price to Book for AMIDEX35 Israel Mutual Fund is about 4,250,000
AMIDEX35 Israel Equity Positions Weight Peer Comparison
Equity Positions Weight
Fund Instrument Allocation for AMIDEX35 Israel
The fund invests 99.33% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.67%) .
AMIDEX35 Israel current financial ratios
|Price to Earning||15.48X|
|Price to Book||1.68X|
|Price to Sales||2.00X|
|One Year Return||(22.45)%|
|Three Year Return||12.26%|
|Five Year Return||0.58%|
|Ten Year Return||3.72%|
|Minimum Initial Investment||500|
|Cash Position Weight||0.67%|
|Equity Positions Weight||99.33%|