BOI AXA Fundamental Relationships

The Drivers Module shows relationships between BOI AXA's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of BOI AXA Regular Return Reg Qt Div over time as well as its relative position and ranking within its peers. See also Trending Equities.

BOI AXA Regular Five Year Return vs. Cash Position Weight Fundamental Analysis

BOI AXA Regular Return Reg Qt Div is the top fund in cash position weight among similar funds. It is the top fund in five year return among similar funds reporting about  0.14  of Five Year Return per Cash Position Weight. The ratio of Cash Position Weight to Five Year Return for BOI AXA Regular Return Reg Qt Div is roughly  7.08 
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
BOI AXA 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
38.16%
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.
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.
BOI AXA 
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
5.39%
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.

BOI AXA Five Year Return Comparison

BOI AXA Fundamental Comparison

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