从2018年4月起，JIM fund将以Global Equity Balanced indices作为基准指数，而不是TSX。采用新的基准指数，更符合JIM fund的归属类别。JIM fund基本上是由50%的Global Balanced funds， 30%的GLobal Equity funds，15%的GLobal Small-Cap funds，5%的现金组成，完全符合Global Equity Balanced的分类定义。
下表是JIM fund四月业绩图标。附带也给出了TSX total return指数的业绩。
|
|
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
|
-0.33%
|
-0.99%
|
1.79%
|
5.63%
|
6.91%
|
7.51%
|
3.32%
|
6.56%
|
|
0.60%
|
6.26%
|
1.10
|
5.40%
|
1.39
|
9.70%
|
0.68
|
1.12
|
|
Global Equity Balance Index
|
NA
|
NA
|
NA
|
2.29%
|
4.65%
|
8.17%
|
NA
|
5.08%
|
0.00%
|
-0.05%
|
6.93%
|
0.67
|
6.70%
|
1.22
|
9.40%
|
0.54
|
0.91
|
|
Group Average
|
NA
|
NA
|
NA
|
3.85%
|
4.66%
|
7.58%
|
NA
|
5.03%
|
NA
|
-0.19%
|
7.33%
|
0.64
|
|
|
|
|
|
|
TSX TR
|
1.82%
|
-1.41%
|
-1.15%
|
3.11%
|
3.87%
|
7.76%
|
4.68%
|
4.19%
|
0
|
-2.78%
|
7.30%
|
0.43
|
|
|
|
|
|
|
|
|
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。
