下表是JIM fund十月份的业效表。附带也给出了TSX total return指数的回报率：
|
|
1 month
|
3 months
|
6 months
|
1 year avg
|
3 year avg
|
5 year avg
|
7 year avg
|
10 year avg
|
15 year avg
|
YTD
|
3 year risk
|
3 Year sharp
|
5 year risk
|
5 Year sharp
|
10 year risk
|
10 Year sharp
|
Evaluation Factor
|
|
JIM’a Fund
|
-4.71%
|
-4.18%
|
-0.89%
|
0.88%
|
5.967%
|
6.65%
|
5.66%
|
7.02%
|
|
-0.30%
|
6.12%
|
0.97
|
5.95%
|
1.12
|
8.45%
|
0.83
|
1.00
|
|
Global Equity Balance Index
|
-4.82%
|
-5.24%
|
NA
|
-2.40%
|
4.020%
|
5.55%
|
NA
|
7.09%
|
5.14%
|
-2.83%
|
5.89%
|
0.68
|
6.52%
|
0.85
|
8.57%
|
0.83
|
0.81
|
|
TSX TR
|
-6.27%
|
-7.87%
|
-2.28%
|
-3.41%
|
6.668%
|
5.44%
|
6.08%
|
7.56%
|
4.67%
|
-5.00%
|
7.41%
|
0.90
|
|
|
|
|
|
表中评估因子为3，5，10年sharp ratio加权和，其中5年，10年，3年加权系数分别为50%，30%，20%。NA指无数值。
自数据统计以来，EF连续8个月beat指数。
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