How to inquire about the historical increase of the fund

It is a very important step for investors to understand the historical increase of the fund before investing in the fund. This can not only help investors to judge the profitability of funds, but also can be used as one of the bases for choosing funds. So, how to inquire about the historical increase of the fund? Next, this article will give you a detailed introduction to the query method.

oneAcewinslot. Inquire through the official website of the fund company

Most fund companies publish the net worth of their funds on their website. Investors can directly visit the official website of the fund company, find the relevant fund page, and view the net worth trend chart of the fund, so as to understand the historical increase of the fund. In addition, the official website of fund companies will also provide quarterly reports, annual reports and other information of the fund. Investors can read these reports to understand the fund's investment strategy, performance and other information.

two。 Use a third-party financial services platform

In addition to the official website of fund companies, investors can also use third-party financial services platforms to inquire about the historical increase of funds. Like Citigroup, Oriental Wealth (300059), easy Buy Fund and other platforms, all provide the fund's historical net value query function. Investors only need to enter the fund code or name on the platform to query the historical net value data of the fund. At the same time, these platforms will also calculate the cumulative increase and annualized rate of return of the fund based on historical net worth data to help investors understand the performance of the fund more intuitively.

3. Follow the report issued by the fund rating agency

Fund rating agencies such as Morningstar and China Merchants Securities (600999) issue fund rating reports on a regular basis. These reports will analyze the historical performance of the fund and give corresponding ratings. Investors can learn about the fund's historical performance by following the reports of these rating agencies. At the same time, the fund rating report will also provide information about the risk assessment and investment style of the fund, which will help investors to fully understand the characteristics of the fund.

4. Make a table of historical increases of the fund

In order to make it easier for investors to compare the historical increases of different fundsAcewinslotWe can make a simple table. The following is an example of a table of historical fund increases:

Fund name Fund Code Cumulative increase (%) annualized rate of return (%) Fund A 000001 2010-01-01 10 Fund B 000002 2012-01-01 100 8 Fund C 000003 2015-01-01 807

Through the above methods, investors can easily find out the historical increase of the fund. It should be noted that the historical increase of the fund can not guarantee the future performance, so when choosing the fund, investors need to comprehensively consider the investment strategy, risk management ability and other factors. I hope this article will be helpful to your investment.