IE00B4N5M259 One Year Return vs. Bond Positions Weight Fundamental AnalysisIE00B4N5M259 is currently considered the top fund in bond positions weight among similar funds. It is currently considered the top fund in one year return among similar funds reporting about 0.07 of One Year Return per Bond Positions Weight. The ratio of Bond Positions Weight to One Year Return for IE00B4N5M259 is roughly 14.74 Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
IE00B4N5M259 One Year Return Comparison