IE00B01ZS211 Fundamental Relationships

IE00B01ZS211 -- Ireland Fund  

GBp 2,318  1.00  0.0431%

The Drivers Module shows relationships between IE00B01ZS211's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of IE00B01ZS211 over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

IE00B01ZS211 Year to Date Return vs. Bond Positions Weight Fundamental Analysis

IE00B01ZS211 is currently considered the top fund in bond positions weight among similar funds. It is currently considered the top fund in year to date return among similar funds creating about  0.15  of Year to Date Return per Bond Positions Weight. The ratio of Bond Positions Weight to Year to Date Return for IE00B01ZS211 is roughly  6.69 
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
IE00B01ZS211 
Bond Percentage 
 = 
% of Bonds 
 
in the fund 
=
42.71 %
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
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.
IE00B01ZS211 
YTD Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
6.38 %
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.

IE00B01ZS211 Year to Date Return Comparison

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