Conseq Invest Fundamental Relationships

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

Conseq Invest Conser Ten Year Return vs. Five Year Return Fundamental Analysis

Conseq Invest Conservative Bond Fund D is currently considered the top fund in five year return among similar funds. It is currently considered the top fund in ten year return among similar funds reporting about  0.95  of Ten Year Return per Five Year Return. The ratio of Five Year Return to Ten Year Return for Conseq Invest Conservative Bond Fund D is roughly  1.05 
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.
Conseq Invest 
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
2.22%
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.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of market or market segment it invests in.
Conseq Invest 
Ten Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
2.11%
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10 year interval.

Conseq Invest Conser Ten Year Return Comparison

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