Conservative Real Fundamental Relationships

IE00B3QTGS12 -- Ireland Fund  

GBp 74.00  1.00  1.33%

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

Conservative Real Year to Date Return vs. Three Year Return Fundamental Analysis

The Conservative Real Ret F GBP Acc is rated second overall fund in three year return among similar funds. It is rated second overall fund in year to date return among similar funds .
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Conservative Real 
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
(4.60)%
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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.
Conservative Real 
YTD Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
(3.32)%
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.

Conservative Real Year to Date Return Comparison

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