GlobalAccess Glbl Fundamental Relationships

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

GlobalAccess Glbl Holdings Turnover vs. Five Year Return Fundamental Analysis

GlobalAccess Glbl Hi Yld Bd B Acc is rated second overall fund in five year return among similar funds. It is currently considered the top fund in holdings turnover among similar funds reporting about  25.57  of Holdings Turnover per Five Year Return.
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.
GlobalAccess Glbl 
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
8.82%
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.
Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the fund total holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
GlobalAccess Glbl 
Holding Turnover 
 = 
Year Cash Flow 
Net Asset 
X
100 
=
225.50%
Investor can think of Holding Turnover as percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.

GlobalAccess Glbl Holdings Turnover Comparison

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