1. Preliminary screening: Using the historical performance data of funds, funds with better returns can be initially screened from thousands of funds. The reference time period includes the establishment, the last five years, the last three years, the last 1 year, the last six months and the bear market year. If the accumulated income and fixed investment income are among the best in these time periods, you can consider being a finalist.
2. Advanced screening: For shortlisted funds, you can further screen out funds that have been established for more than 3 years and meet at least 2 preliminary screening conditions.
3. Fine screening: Use professional fund evaluation software, such as Tian Tian Fund app, to compare the scores of various advanced funds. At the same time, combined with the same period income, fund manager change and fund rating (four-star start) as the final basis for investigation.
It should be noted that although historical performance can be used as a reference, it cannot be completely relied on to judge the future performance of the fund. At the same time, the scale of the fund, the experience and ability of the fund manager and the investment strategy of the fund also need to be taken into account.