| 報酬率比較表 |
| |
富達永續減碳商機多重資產收益基金-A類型累積型(台幣)(本基金有相當比重投資於非投資等級之高風險債券) |
同類型平均 |
同類型排名 |
| 年平均報酬率 |
21.45 |
11.92 |
102/741 |
| 年化標準差 |
8.23 |
9.46 |
501/741 |
| b |
0.4950 |
0.5776 |
438/741 |
| SHARPE |
0.6551 |
0.2787 |
34/741 |
| Information Ratio |
0.4677 |
-0.0487 |
86/741 |
| Jensen Index |
0.8684 |
0.0924 |
75/741 |
| Treynor Index |
3.6206 |
1.3813 |
51/741 |
| 富達永續減碳商機多重資產收益基金-A類型累積型(台幣)(本基金有相當比重投資於非投資等級之高風險債券)-年報酬率比較表 |
| |
2025 |
2024 |
2023 |
2022 |
2021 |
| 年化標準差 |
5.80 |
7.07 |
13.40 |
N/A |
N/A |
| b |
0.35 |
0.67 |
0.83 |
N/A |
N/A |
| SHARPE Ratio |
0.7317 |
0.3128 |
0.2137 |
N/A |
N/A |
| Treynor Index |
3.5114 |
0.9532 |
0.9937 |
N/A |
N/A |
| Jensen Ratio |
0.7070 |
-0.0936 |
-0.4087 |
N/A |
N/A |
| Informaton Ratio |
0.4734 |
-0.0296 |
-0.0031 |
N/A |
N/A |