Detailed explanation of the calculation method and rules of Fund increase

Fund as an investment toolLogobingoHas been concerned by the majority of investors. It is very important for investors to understand the calculation methods and rules of fund gains. This article will describe in detail how to calculate the increase of the fund, as well as the relevant calculation rules to help investors better grasp investment opportunities.

The concept of fund increase

The increase of the fund refers to the change of the rate of return of the fund over a certain period of time. It is usually expressed as a percentage and is used to measure the performance of fund investments. The greater the increase, the better the performance of the fund and the higher the return for investors. The increase of the fund is usually closely related to the market situation, the management ability of the fund manager and the type of assets invested by the fund.

A method for calculating the increase of funds

The calculation methods of fund increases mainly include the following:

oneLogobingo. Unit net worth method: compare the net value of fund units with the net value of units on a certain base day, and calculate the increase. The formula is: increase = [(current net unit value-base day unit net value) / base day unit net value] × 100%

two。 Cumulative net worth method: the cumulative net value of the fund is compared with the cumulative net value of a certain base day, and the increase is calculated. The formula is: increase = [(current cumulative net value-base day cumulative net value) / base day cumulative net value] × 100%

3. Reweighted net value method: taking into account the impact of the fund dividend on the net value, the net value of the fund is reweighted, and then the increase is calculated. The formula is as follows: increase = [(current net value after restoration of weight-net value of base day after restoration) / net value of base day after restoration] × 100%

It should be noted that investors should choose the calculation method related to their own investment when calculating the increase of the fund. For example, for investors who already hold funds, the cumulative net worth method can be used to calculate the increase, which can more truly reflect the investment income; while for investors who are choosing funds, the unit net worth method can be used for comparison.

Rules for calculating the increase of funds

When calculating fund increases, investors should also pay attention to the following calculation rules:

The rules state that investors can choose different time periods according to their needs, such as daily increase, weekly increase, monthly increase and so on. The increase in different time periods can reflect the performance of the fund at different stages. The choice of the appropriate base day is the key to calculate the rise and fall of the fund. Investors can choose the date of purchase of the fund, the establishment date of the fund or other representative time points as the base date. The comparison between the rise and fall and the market index in order to evaluate the performance of the fund more comprehensively, investors can compare the rise and fall of the fund with the rise and fall of the market index in the same period. If the fund rises more than the market index, it means that the performance of the fund is better than the market average.

Through the above methods and rules, investors can better understand the calculation process of fund increases, so as to provide strong support for their own investment decisions. At the same time, investors should also pay attention to other aspects of the fund, such as fund managers, investment strategies, etc., and comprehensively evaluate the investment value of the fund.