KBI Instl Fundamental Relationships

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

KBI Instl Agri Three Year Return vs. Holdings Turnover Fundamental Analysis

KBI Instl Agri I EUR is currently considered the top fund in holdings turnover among similar funds. It is currently considered the top fund in three year return among similar funds reporting about  0.05  of Three Year Return per Holdings Turnover. The ratio of Holdings Turnover to Three Year Return for KBI Instl Agri I EUR is roughly  21.84 
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.
KBI Instl 
Holding Turnover 
 = 
Year Cash Flow 
Net Asset 
X
100 
=
62.02 %
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.
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.
KBI Instl 
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
2.84 %
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.

KBI Instl Agri Three Year Return Comparison

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