Barclays Fundamental Relationships

IE0031654456 -- Ireland Fund  

GBp 139.00  0.00  0.00%

The Drivers Module shows relationships between Barclays's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Barclays UK Balanced B over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

Barclays UK Balanced Price to Sales vs. Five Year Return Fundamental Analysis

Barclays UK Balanced B is currently considered the top fund in five year return among similar funds. It is currently considered the top fund in price to sales among similar funds fabricating about  0.52  of Price to Sales per Five Year Return. The ratio of Five Year Return to Price to Sales for Barclays UK Balanced B is roughly  1.94 
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.
Barclays 
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
2.25 %
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.
Price to Sales ratio is typically used for valuing equity relative to its own past performance as well as to performance of other companies or market indexes. In most cases, the lower the ratio the better it is for investors. However, it is advisable for investors to exercise caution when looking at price-to-sales ratios across different industries.
Barclays 
P/S 
 = 
MV Per Share 
Revenue Per Share 
=
1.16 times
The most important factor to remember is that the price of equity takes a firm's debt into account, whereas the sales does not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.

Barclays UK Balanced Price to Sales Comparison

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