What do you mean by performance trends and net worth estimation?
1 "performance trend" is a smooth curve formed according to the ups and downs of the fund in the past trading days, representing the historical performance trend of the fund since its establishment.
2 "Net value estimation" refers to the net value of the fund calculated by the platform according to the position information shown in the latest quarterly report of the fund and some revised calculation methods, combined with the stock market situation at that time.
Generally speaking, the trend of fund performance is the daily rise and fall of the fund. The performance trend of the fund has the options of near 1 month, near March, near June, near 1 year and near three years. Investors can click on the time period to view and see the maximum withdrawal amount of the fund and the income of each stage on the fund income curve. The estimation of fund net value is the price of the fund on that day. Only by looking at the estimation of the fund's net value, we can get a general understanding of the fund's ups and downs on that day, but the estimation of the fund's net value is not necessarily accurate. The specific rise and fall of the fund shall be subject to the final published net value.
Before investing in the fund, investors can take the performance trend of the fund as an important reference factor for whether to invest in the fund. Before buying a fund, investors can check whether the fund has risen steadily for a long time and whether the fluctuation range is severe. Although historical performance does not represent future performance, the future performance of funds with good past performance will not be too bad. However, the reference significance of net value estimation is less, because the net value estimation is only an estimated value, and the net value is an actual value, which may be higher or lower than the estimated value. Therefore, the estimated net fund value can only be used as theoretical data reference, which is basically inaccurate.
What do you mean by performance trends and net worth estimation? I hope it helps you.