IE00BHZKHW42 Fundamental Relationships

IE00BHZKHW42 -- Ireland Fund  

USD 8.71  0.08  0.91%

The Drivers Module shows relationships between IE00BHZKHW42's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of IE00BHZKHW42 over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

IE00BHZKHW42 Cash Position Weight vs. Year to Date Return Fundamental Analysis

IE00BHZKHW42 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 .
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.
IE00BHZKHW42 
YTD Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
(3.44) %
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.
IE00BHZKHW42 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
0.87 %
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.

IE00BHZKHW42 Cash Position Weight Comparison

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