Brandes Emerging Markets Fund Year To Date Return
| BEMIX Fund | USD 8.94 0.12 1.36% |
Brandes Emerging Markets fundamentals help investors to digest information that contributes to Brandes Emerging's financial success or failures. It also enables traders to predict the movement of Brandes Mutual Fund. The fundamental analysis module provides a way to measure Brandes Emerging's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Brandes Emerging mutual fund.
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Brandes Emerging Markets Mutual Fund Year To Date Return Analysis
Brandes Emerging's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Brandes Emerging Year To Date Return | 5.51 % |
Most of Brandes Emerging's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Brandes Emerging Markets is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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In accordance with the company's disclosures, Brandes Emerging Markets has a Year To Date Return of 5.509%. This is much higher than that of the Brandes family and significantly higher than that of the Diversified Emerging Mkts category. The year to date return for all United States funds is notably lower than that of the firm.
Brandes Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Brandes Emerging's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Brandes Emerging could also be used in its relative valuation, which is a method of valuing Brandes Emerging by comparing valuation metrics of similar companies.Brandes Emerging is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Brandes Emerging
The fund consists of 94.17% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Brandes Emerging's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Brandes Fundamentals
| Price To Earning | 9.15 X | |||
| Price To Book | 0.85 X | |||
| Price To Sales | 0.79 X | |||
| Total Asset | 535.1 M | |||
| Annual Yield | 0.02 % | |||
| Year To Date Return | 5.51 % | |||
| One Year Return | 18.27 % | |||
| Three Year Return | 0.63 % | |||
| Five Year Return | 2.63 % | |||
| Net Asset | 692.88 M | |||
| Minimum Initial Investment | 100 K | |||
| Last Dividend Paid | 0.03 | |||
| Cash Position Weight | 2.46 % | |||
| Equity Positions Weight | 94.17 % |
About Brandes Emerging Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Brandes Emerging Markets's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Brandes Emerging using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Brandes Emerging Markets based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Brandes Emerging
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Brandes Emerging position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Brandes Emerging will appreciate offsetting losses from the drop in the long position's value.Moving together with Brandes Mutual Fund
| 0.87 | BSCRX | Brandes Small Cap | PairCorr |
| 0.86 | BSCMX | Brandes Small Cap | PairCorr |
| 0.86 | BSCAX | Brandes Small Cap | PairCorr |
The ability to find closely correlated positions to Brandes Emerging could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Brandes Emerging when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Brandes Emerging - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Brandes Emerging Markets to buy it.
The correlation of Brandes Emerging is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Brandes Emerging moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Brandes Emerging Markets moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Brandes Emerging can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Brandes Emerging Markets. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.