E I Fundamental Relationships

The Drivers Module shows relationships between E I's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of E I Sturdza Strgc Eurp Value EUR over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

E I Sturdza Five Year Return vs. Equity Positions Weight Fundamental Analysis

E I Sturdza Strgc Eurp Value EUR is currently considered the top fund in equity positions weight among similar funds. It is currently considered the top fund in five year return among similar funds reporting about  0.16  of Five Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Five Year Return for E I Sturdza Strgc Eurp Value EUR is roughly  6.15 
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
E I 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
99.93 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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.
E I 
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
16.24 %
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.

E I Sturdza Five Year Return Comparison

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