Related knowledge supplement:
The difference between the fund growth rate and the fund return rate,
Fund return rate-refers to the most important index to measure the fund return rate, that is, the fund investment return rate, that is, the ratio of the actual return of fund securities investment to the investment cost. The higher the return on investment, the higher the return on fund securities. If the subscription and redemption of fund securities require commission, the commission factor should be considered in the calculation.
The growth rate of fund net worth refers to the growth rate of fund net worth in a certain period (such as 1 year), which can be used to evaluate the performance of the fund and calculate the growth rate of fund net worth in a certain period. If the current fund dividend will reduce the net assets of the fund, therefore, the dividend amount must be added back to the net assets of the fund at the end of the period.
What is the relationship between the annual net growth rate of the fund and the annual income?
In other words, the calculation of the change is compared with the same period last year. For example, this year's growth rate is 1%, so it is a change, which is 360%. The annual rate of return used is usually monetary funds. Because the one-day increase of such funds is very low, it will not rise for several days. In general, this year's change is not easy to count as a day's use. And it is convenient to compare the annualized rate with the deposit interest. In fact, the bank's interest refers to the annual interest rate, which is the annual rate of return. For example, the interest for half a year is 4%, not 8% for one year, but 4% for one year. In fact, if you deposit it for half a year, the interest can only be 2%.
What does the annual change rate of financial planning management mean?
The 7-day annualized rate of return of financial planning refers to the amount data after the 7-day annualized average rate of return of financial planning. 7-day annualized rate of return = principal * interest rate *7/365,
Between the two, annualized rate of return is relatively more important. The annual rate of change only refers to the current rate of return (daily rate of return, weekly rate of return, monthly rate of return) converted into adult rate of return, which is a theoretical rate of return, not an actual rate of return. For example, the daily interest rate is110000, and the annualized rate of return is 3.65% (average 365 days). The actual annual income can only be calculated after the end of the year.