The Drivers Module shows relationships between Babson Capital's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Babson Capital EmMkts Corp Bd A USD Acc over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.
Babson Capital EmMkts One Year Return vs. Year to Date Return Fundamental Analysis
Babson Capital EmMkts Corp Bd A USD Acc is currently considered the top fund in year to date return among similar funds. It is rated second overall fund in one year return among similar funds reporting about 0.81 of One Year Return per Year to Date Return. The ratio of Year to Date Return to One Year Return for Babson Capital EmMkts Corp Bd A USD Acc is roughly 1.23 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 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.One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Babson Capital EmMkts One Year Return Comparison