BNY Mellon Fundamental Relationships

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

BNY Mellon Asian Five Year Return vs. Minimum Initial Investment Fundamental Analysis

BNY Mellon Asian Equity M USD is rated second overall fund in minimum initial investment among similar funds. It is currently considered the top fund in five year return among similar funds . The ratio of Minimum Initial Investment to Five Year Return for BNY Mellon Asian Equity M USD is about  728.86 
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
BNY Mellon 
Minimum Initial Investment 
=  
First Fund Deposit 
=
5K
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it from random trades that may negatively affect fund strategy.
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.
BNY Mellon 
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
6.86%
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.

BNY Mellon Five Year Return Comparison

BNY Mellon Fundamental Comparison

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