|
1 month
|
3 months
|
6 months
|
1 year avg
|
3 year avg
|
5 year avg
|
7 year avg
|
10 year avg
|
15 year avg
|
20 year avg
|
3 year risk
|
3 year beta
|
sharp
|
YTD
|
JIM’a Fund
|
-0.23%
|
0.93%
|
6.34%
|
10.02%
|
6.51%
|
7.91%
|
3.31%
|
6.55%
|
|
0
|
6.35%
|
0.33
|
1.03
|
0.93%
|
TSX TR
|
-0.16%
|
-4.52%
|
-0.27%
|
1.71%
|
4.07%
|
6.93%
|
4.25%
|
4.47%
|
0
|
0.00%
|
7.35%
|
1
|
0.55
|
-4.52%
|
用Morningstar的工具比较得到:
在1094个Global Equilty Balanced 类别中,JIM fund
在一年回报率中排72名(top 6.58%);
在三年回报率中排75名(top 6.86%);
在五年回报率中排281名(top 25.69%);
在十年回报率中排63名(top 5.76%);
风险指数为6.35低于该类基金平均指数7.33。按由小到大排列,列163位(top 14.9%).
sharp比例为1.03,在1094个基金中列18名(top 1.65%)
|