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 Year to Date Return vs. Annual Yield Fundamental Analysis

Hermes US Smid Equity F GBP Inc Hdg is currently considered the top fund in annual yield among similar funds. It is currently considered the top fund in year to date return among similar funds creating about  634.00  of Year to Date Return per Annual Yield.
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Hermes US 
Yield 
 = 
Income from Security 
Current Share Price 
=
0.01%
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have a higher yields.
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.

Hermes US Smid Year to Date Return Comparison

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