| 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(人民幣避險)(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 |
22.23 |
11.92 |
83/741 |
| 年化標準差 |
9.47 |
9.46 |
309/741 |
| b |
0.7700 |
0.5776 |
167/741 |
| SHARPE |
0.5921 |
0.2787 |
56/741 |
| Information Ratio |
0.5696 |
-0.0359 |
53/741 |
| Jensen Index |
0.5486 |
0.0924 |
142/741 |
| Treynor Index |
2.2895 |
1.5703 |
166/741 |
| 富達永續減碳商機多重資產收益基金-A類型累積型(人民幣避險)(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 |
6.56 |
7.75 |
16.16 |
N/A |
N/A |
| b |
0.68 |
0.77 |
1.00 |
N/A |
N/A |
| SHARPE Ratio |
0.6994 |
0.0765 |
0.1588 |
N/A |
N/A |
| Treynor Index |
1.9574 |
0.2209 |
0.7373 |
N/A |
N/A |
| Jensen Ratio |
0.3204 |
-0.6753 |
-0.7513 |
N/A |
N/A |
| Informaton Ratio |
0.5013 |
-0.4453 |
-0.0464 |
N/A |
N/A |