101203 Fundamental Relationships

101203 -- India Fund  

INR 51.96  0.00  0.00%

The Drivers Module shows relationships between 101203's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of 101203 over time as well as its relative position and ranking within its peers. Check also Trending Equities.

101203 Year to Date Return vs. Five Year Return Fundamental Analysis

101203 is the top fund in five year return among similar funds. It is the top fund in year to date return among similar funds creating about  1.34  of Year to Date Return per Five Year Return.
Five 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.
101203 
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
2.77 %
Although 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.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of current fiscal year. In other words YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
101203 
YTD Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
3.72 %
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.

101203 Year to Date Return Comparison

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