IE00B7RJGM23 Cash Position Weight vs. Year to Date Return Fundamental Analysis
IE00B7RJGM23 is rated below average in year to date return among similar funds. It is rated second overall fund in cash position weight among similar funds . 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.
|Year to Date Return ( % )|
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.Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.
IE00B7RJGM23 Cash Position Weight Comparison
IE00B7RJGM23 is currently under evaluation in cash position weight among similar funds.