Hermes US Fundamental Relationships

The Drivers Module shows relationships between Hermes US's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Hermes US Smid Equity F GBP Inc Hdg over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

Hermes US Smid Cash Position Weight vs. Year to Date Return Fundamental Analysis

Hermes US Smid Equity F GBP Inc Hdg is currently considered the top fund in year to date return among similar funds. It is currently considered the top fund in cash position weight among similar funds creating about  0.61  of Cash Position Weight per Year to Date Return. The ratio of Year to Date Return to Cash Position Weight for Hermes US Smid Equity F GBP Inc Hdg is roughly  1.65 
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.
Hermes US 
YTD Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
6.34 %
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.
Hermes US 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
3.85 %
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.

Hermes US Smid Cash Position Weight Comparison

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