Stryx World Fundamental Relationships

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

Stryx World Growth Equity Positions Weight vs. Year to Date Return Fundamental Analysis

Stryx World Growth USD I is the top fund in year to date return among similar funds. It is the top fund in equity positions weight among similar funds making about  17.53  of Equity Positions Weight per Year to Date Return.
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.
Stryx World 
YTD Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
5.07 %
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.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Stryx World 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
88.86 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

Stryx World Growth Equity Positions Weight Comparison

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