(2) A 60% increase in a month means that the fund's rate of return has increased by 60% in a natural month. The rise and fall of the fund is expressed as a percentage, which is actually the so-called "period rate of return".
(3) Period yield% = (final value-initial value)/initial value. The final value of the general fund's rate of return is the net value of the fund after the close, or the latest net value at present. The initial value is the net value of the fund in the previous trading day. For example, if today's net value is 1.5 and yesterday's net value is 1.4, then the rate of return = (1.5-1.4)/1.4 = 7.14%.
(4) When you see the percentage of the rate of return, you can tell the period of this rate of return. If you look at the daily net value update, the yield is compared with the previous trading day, and some yields are marked, such as recent 1 month, recent 3 months, a year and so on. At this time, both the final value and the initial value have changed.
5] Calculation of the increase or decrease of a single fund:
1. daily increase or decrease = (net fund value of the day-net fund value of the previous trading day)/net fund value of the previous trading day.
Example: the net value of the fund on that day was 1. 1035. The net value of the fund in the previous trading day was 1.0892.
Daily increase = (1.1035-1.0892)/1.0892 =1.3129%.
If the net value of the fund on that day is 1. 1035. The net fund value of the previous trading day was 1. 1228.
3. Daily decline = (1.1035-1.1228)/1.1228 =-1.7/kloc-.
4. In the same way: weekly increase and decrease = (net fund value on the last trading day of the week-net fund value on the first trading day of the week)/net fund value on the first trading day of the week.
1. Pay attention to the proportion of fund types according to your risk tolerance and investment purpose. Choose the fund that suits you best, and set an investment ceiling when buying partial stock funds.
Be careful not to buy the wrong "fund". The popularity of funds has led to some fake and shoddy products "fishing in troubled waters", so we should pay attention to identification.
3. Pay attention to the later maintenance of your account. Although the fund is worry-free, it should not be left unattended. Always pay attention to the new announcements on the fund website, so as to have a more comprehensive and timely understanding of the funds you hold.
4. Pay attention to buying funds and don't care too much about the net value of funds. In fact, the fund's income is only related to the net growth rate. As long as the fund's net growth rate stays ahead, the income will naturally be high.