GS USD Fundamental Relationships

IE00B2Q5LQ51 -- Ireland Fund  

USD 1.00  0.00  0.00%

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

GS USD Treasury Five Year Return vs. Bond Positions Weight Fundamental Analysis

GS USD Treasury Liq Res Pref is currently considered the top fund in bond positions weight among similar funds. It is currently considered the top fund in five year return among similar funds reporting about  0.04  of Five Year Return per Bond Positions Weight. The ratio of Bond Positions Weight to Five Year Return for GS USD Treasury Liq Res Pref is roughly  24.00 
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
GS USD 
Bond Percentage 
 = 
% of Bonds 
 
in the fund 
=
3.12 %
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
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.
GS USD 
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
0.13 %
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.

GS USD Treasury Five Year Return Comparison

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