The Drivers Module shows relationships between IE0001443179's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of IE0001443179 over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.
IE0001443179 Five Year Return vs. Year to Date Return Fundamental Analysis
IE0001443179 is currently considered the top fund in year to date return among similar funds. It is currently considered the top fund in five year return among similar funds reporting about 10.75 of Five Year Return 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.
|Year to Date Return ( % )|
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.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.
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.
IE0001443179 Five Year Return Comparison