跨越基金场外配资

私募基金指标 你真的看懂了吗?

放大字体  缩小字体 发布日期:2020-03-25  浏览次数:1
核心提示:相信大部分投资者在购买私募基金之前,都会上网去搜索对应的私募基金产品,但是作为一名刚入门的私募投资者
 

  XIANGXINDABUFENTOUZIZHEZAIGOUMAISIMUJIJINZHIQIAN,DOUHUISHANGWANGQUSOUSUODUIYINGDESIMUJIJINCHANPIN,DANSHIZUOWEIYIMINGGANGRUMENDESIMUTOUZIZHE,NIZHENDENENGFENQINGGELEIJINGZHI、SHOUYILVYIJIFENGXIANZHIBIAOMA?

  JINTIANXIAOSHIJIUJIEHESHICHANGSHANGCHANGYONGDESIMUJIJINZHIBIAO,BANGDAJIAZUOGESHULI,QINGXIDELEJIEMEIGEZHIBIAOBEIHOUDEHANYI(BENWENJINZHENDUIZHENGQUANLEISIMUJIJIN)。

跨越基金场外配资  GEDAPINGTAISHANGSIMUJIJINDEZHIBIAOZHUYAOFENWEIYIXIA3LEI:JINGZHILEIZHIBIAO、SHOUYILEIZHIBIAO、FENGXIANLEIZHIBIAO。

  JINGZHILEIZHIBIAO

跨越基金场外配资  JIJINJINGZHIDAIBIAOJIJINDEJIAGE,XIANGZHENGZHEYINGKUIBIANHUA,NENGZHIGUANDEFANYINGJIJINDEYEJIBIANHUA,YIBANJINGZHIZENGJIA,JIUDAIBIAOJIJINYOULEYINGLI。JINGZHIZHIBIAOYOUFENDANWEIJINGZHI、LEIJIJINGZHI、FUQUANJINGZHI。

  (1)JIJINDANWEIJINGZHI

跨越基金场外配资  JIJINDANWEIJINGZHIZHIMEIFENJIJINDANWEIDEJINGZICHANJIAZHI,JIANDANDESHUOJIUSHIZHEIGEJIJINMEIYIFENDEJIAZHI,JIDANJIA。JIJINGANGCHENGLISHI,DANWEIJINGZHIYIBANSHI1。

  YONGGONGSHILAIBIAOSHISHI:JIJINDANWEIJINGZHI=(ZONGZICHAN-ZONGFUZHAI)/JIJINDANWEIZONGSHU。QIZHONG,ZONGZICHANZHIJIJINYONGYOUDEBAOKUOGUPIAO、ZHAIQUANYIJIQITAYOUJIAZHENGQUANDENGDESUOYOUZICHAN,ZONGFUZHAIZESHIJIJINYUNZUOSHIYINGZHIFUDEFEIYONG、LIXIDENG。

  (2)LEIJIJINGZHI

跨越基金场外配资  LEIJIJINGZHIZHIJIJINZUIXINJINGZHIYUJIJINCHENGLIYILAIDEFENHONGYEJIZHIHE,TIXIANLEJIJINCONGCHENGLIYILAISUOQUDEDELEIJISHOUYI。

跨越基金场外配资  KEYIBIJIAOZHIGUANHEQUANMIANDIFANYINGJIJINDEZAIYUNZUOQIJIANDELISHIBIAOXIAN,GENGZHUNQUEDITIXIANJIJINDEZHENSHIYEJISHUIPING。

  (3)FUQUANJINGZHI

跨越基金场外配资  JIJINFUQUANJINGZHI,KAOLVLEHONGLIZAITOUZIDEYINSU,DUIJIJINDEDANWEIJINGZHIJINXINGLEFUQUANJISUAN。YEJIUSHIJIANG“FENHONG+DANWEIJINGZHI”ZAITOUZIJINXINGFULIJISUAN。

跨越基金场外配资  ERLEIJIJINGZHISHIBAFENHONGJIAHUIDANWEIJINGZHI,DANBUZUOWEIZAITOUZIJISUANFULI。

  ZHENDUIYISHANG3ZHONGJINGZHI,WOMENJUGEJIANDANDELIZIJINXINGSHUOMING。

跨越基金场外配资  SIMUJIJINAGANGCHENGLISHI(SHIJIANDIANT0),DANWEIJINGZHIWEI1,CISHIMEIYOUZHANGDIEHUOFENHONG,LEIJIJINGZHIHEFUQUANJINGZHIYEDOUWEI1。GUOLEYIDUANSHIJIAN(SHIJIANDIANT1),JIJINJINXINGLEFENHONG,FENHONGJINEWEI0.2。BUJIUZHIHOU(SHIJIANT2),JIJINJINGZHISHANGZHANGLE10%。SANGESHIJIANDIANDEJINGZHIKEYIYONGXIABIAOBIAOSHI。

  ZHU:T2SHI,DANWEIJINGZHI=0.8*10%=0.88,LEIJIJINGZHI=0.88+0.2=1.08,FUQUANJINGZHI=0.88+[0.2*(1+10%)]=1.1

  SHOUYILEIZHIBIAO

跨越基金场外配资  HENGLIANGJIJINSHOUYILEIDEZHIBIAOYOUHENDUO,ZHEILIWOMENZHIXUANQUSHICHANGSHANGGEPINGTAICHANGYONGDESHOUYILVZHIBIAOLAISHUO。

  (1)LEIJISHOUYI

跨越基金场外配资  LEIJISHOUYISHIZHIJIJINCONGCHENGLIKAISHIDAOZHIJINDEZONGSHOUYI,BAOKUOFENHONGSHOUYI,SHIYONGLAIHENGLIANGGAIJIJINCHENGLIYILAIDESHOUYIQINGKUANGDEZHIBIAO。

  YONGGONGSHIBIAOSHISHI:(ZUIXINJINGZHI-1)*100%

  (2)NIANHUASHOUYILV

跨越基金场外配资  NIANHUASHOUYILVSHIZHITOUZIQIXIANWEIYINIANSUOHUODESHOUYILV。GAIZHIBIAOBADANGQIANSHOUYILVHUANSUANCHENGNIANDUSHOUYILV,SHIYIZHONGLILUNSHOUYILV,BINGBUSHIZHENZHENGYIQUDEDESHOUYILV。

  YONGGONGSHIBIAOSHISHI:[(TOUZINEISHOUYI/BENJIN)/TOUZITIANSHU]* 365 100%

  (3)QUJIANSHOUYILV

  QUJIANSHOUYILVSHIZHIZAIJIDINGQUJIANNEI,JIJINSHIXIANDEJINGZHIJUEDUISHOUYI,JILEIJIJINGZHIZENGZHANGLV。

  QUJIANTONGCHANGKEYIBAOKUO:JINYIGEYUE、JINSANGEYUE、JINBANNIAN、JINYINIAN、JINLIANGNIAN、JINSANNIAN、JINWUNIAN、JINSHINIAN、CHENGLIYILAI、JINNIANYILAIDENG。

跨越基金场外配资  YONGGONGSHIBIAOSHISHI:QUJIANSHOUYILV=(QUJIANMOQILEIJIJINGZHI-QUJIANCHUQILEIJIJINGZHI)/QUJIANCHUQILEIJIJINGZHI

  FENGXIANZHIBIAO

  (1)ZUIDAHUICHE

  ZUIDAHUICHESHIZHIJIJINJINGZHI(YIBANYONGLEIJIJINGZHI)CONGZUIDAZHIHUILUODAOZUIXIAOZHIDEFUDU。GAIZHIBIAOYONGLAIMIAOSHURENYITOUZIZHEKENENGMIANLINDEDEZUIDAKUISUN。YENENGZAIYIDINGCHENGDUSHANGFANYINGSIMUJIJINGUANLIRENDEFENGKONGNENGLI。

跨越基金场外配资  ZHEIGEZHIBIAOXIAOSHIGERENRENWEISHICANKAOYIYIBIJIAODADEFENGXIANZHIBIAO。

跨越基金场外配资  (2)XIAPUBILV(Sharpe)

跨越基金场外配资  XIAPUBILVSHIHENGLIANGJIJINCHENGDANDANWEIFENGXIANSUOHUODEDECHAOEHUIBAOLV,JIJIJINZONGHUIBAOLVGAOYUTONGQIWUFENGXIANSHOUYILVDEBUFEN。GAIBILVYUEGAO,JIJINCHENGDANDANWEIFENGXIANDEDAODECHAOEHUIBAOLVYUEGAO。

  YONGGONGSHIBIAOSHISHI:(TOUZIZUHEYUQIBAOCHOULV-WUFENGXIANSHOUYI)/TOUZIZUHEDEBIAOZHUNCHA

  (3)SUOTINUOBILV(Sortino Ratio)

跨越基金场外配资  SUOTINUOBILVQUFENLEBODONGDEHAOHUAI,HENGLIANGJISUANQINEIXIANGTONGDANWEIXIAXINGFENGXIANNENGHUODEDECHAOEHUIBAOLV。GAIBILVYUEGAO,JIJINCHENGDANDANWEIXIAXINGFENGXIANDEDAODECHAOEHUIBAOLVYUEGAO。

(WENZHANGLAIYUAN:CAIFUHAO)

 
 
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