Detailed explanation of the calculation method of fund increase

When investors invest in the fund, it is very important to understand the calculation method of the increase of the fund. This article will analyze the calculation method of the fund increase for you in detail, and help you better grasp the return of the fund investment.

I. the concept of fund increase

The increase of the fund refers to the increase of the net value of the fund unit within a certain period of time, which is usually used to measure the performance and investment return of the fund. The formula for calculating the increase of the fund is as followsJohncenawipeout:

Fund increase (%) = (net unit value at the end of the period-net unit value at the beginning) / net unit value at the beginning of the period × 100%

Among them, the net unit value at the beginning of the period refers to the net value of the fund unit at the beginning of the increase, and the net value of the unit at the end of the period refers to the net value of the fund unit at the end of the increase.

II. An example of calculating the increase of the fund

Take a fund as an example, the net unit value is 1 yuan at the beginning and 1 yuan at the end of the period.Johncenawipeout.2 yuan, we can calculate the increase of the fund in an investment cycle.

Fund increase (%) = (1.2-1) / 1 × 100% = 20%

This means that investors have made a 20 per cent return on the fund.

The relationship between the increase of the fund and other indicators

The increase of the fund is closely related to the absolute return and relative return of the fund. Understanding the relationship between these indicators will help investors to comprehensively assess the performance of the fund.

1. Absolute return: absolute return refers to the amount of income actually earned by investors. The increase of the fund can be used to estimate the absolute income of investors, but the actual income still needs to be deducted from purchase fees, redemption fees and other fees.

two。 Relative return: the relative return refers to the performance of the fund return relative to the performance benchmark. Investors can judge the relative performance of the fund by combining the increase of the fund and the increase of the performance benchmark.

IV. Limitation of the increase of the fund

Although the increase of the fund is an important investment index, it also has some limitations. For example, the increase of the fund can not reflect the risk level of the fund, and investors also need to pay attention to indicators such as the risk-adjusted return of the fund.

Fifth, how to pay attention to the increase of the fund

Investors can follow the rise of the fund through the official website of fund companies, third-party fund platforms, financial news and other channels. In addition, regular comparison of the increases of different funds will help investors to adjust their portfolios and optimize their investment strategies.

In a word, it is of great significance for investors to understand the calculation method and related indicators of fund increase. Investors should combine their own investment objectives and risk tolerance, comprehensively analyze the performance of the fund, and make wise investment decisions.