IEMA Fundamental Relationships

IEMA -- Ireland Fund  

USD 24.92  0.00  0.00%

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

IEMA Bond Positions Weight vs. One Year Return Fundamental Analysis

IEMA is currently considered the top fund in one year return among similar funds. It is currently considered the top fund in bond positions weight among similar funds . The ratio of One Year Return to Bond Positions Weight for IEMA is about  3,712 
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.
IEMA 
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
37.12 %
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.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
IEMA 
Bond Percentage 
 = 
% of Bonds 
 
in the fund 
=
0.01 %
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.

IEMA Bond Positions Weight Comparison

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