|
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%)