Whose percentage is the historical performance of the fund?
The historical performance of the fund is the percentage of itself, that is, the historical performance of the fund is its ups and downs in the past period of time. For example, a rise or fall of 0 in the last week indicates that the fund has risen in the last week. If it rises or falls to 0 in the last week, it means that the fund has fallen in the last week, and users can adjust their investment strategies according to the reference total profit and loss in different periods. When the total profit and loss in the near future is negative, it means that the fund is in the decline stage, and users can choose to make fixed investment in the decline stage. When the total profit and loss in the near future is positive, it means that the fund is on the rise, and users can consider continuing to hold the fund in their hands or reducing their positions above. In addition, users can also check the historical performance of fund managers in the column of fund managers to understand their management level.
The meaning of ring comparison and year-on-year comparison
1, ring comparison refers to the comparison of adjacent times, that is, the value of a certain time period is compared with the value of the previous time period, for example, the ratio of the stock price rise and fall in the fourth quarter of 202/kloc-0 to the stock price rise and fall in the third quarter of 202/kloc-0. The chain ratio percentage reflects whether the growth rate of this stage and the previous stage is rising or falling. A positive number indicates an increase compared with last month or last quarter, and a negative number indicates a loss.
2. Year-on-year refers to the comparison between the value of a certain time period and the value of the same period of last year, such as the comparison between the increment in the fourth quarter of 2002/kloc-0 and the increment in the stock in the fourth quarter of 2020. The year-on-year percentage can reflect whether the growth level of the enterprise has increased or decreased compared with the growth level of the same period of last year, and whether the management level of the enterprise is better or worse than last year. The year-on-year growth rate is positive, indicating that the enterprise is developing well and the growth rate is accelerating. If the year-on-year growth rate is negative, it means that the economic growth rate of enterprises has declined.
This article is mainly about how to calculate the percentage reduction of this month compared with last month, and the content is for reference only.