BNY Mellon Fundamental Relationships

The Drivers Module shows relationships between BNY Mellon's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of BNY Mellon EM Debt Lcl Ccy X CHF over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

BNY Mellon EM Year to Date Return vs. Holdings Turnover Fundamental Analysis

BNY Mellon EM Debt Lcl Ccy X CHF is currently considered the top fund in holdings turnover among similar funds. It is currently considered the top fund in year to date return among similar funds creating about  0.09  of Year to Date Return per Holdings Turnover. The ratio of Holdings Turnover to Year to Date Return for BNY Mellon EM Debt Lcl Ccy X CHF is roughly  10.93 
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.
BNY Mellon 
Holding Turnover 
 = 
Year Cash Flow 
Net Asset 
X
100 
=
83.58%
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.
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.
BNY Mellon 
YTD Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
7.65%
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.

BNY Mellon EM Year to Date Return Comparison

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked.
Explore Thematic Ideas
Explore Investing Ideas  
Search macroaxis.com