| 報酬率比較表 |
| |
富達永續減碳商機多重資產收益基金-N類型累積型(美元)(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 |
25.71 |
11.92 |
74/741 |
| 年化標準差 |
9.55 |
9.46 |
302/741 |
| b |
0.7795 |
0.5776 |
145/741 |
| SHARPE |
0.6740 |
0.2787 |
27/741 |
| Information Ratio |
0.7314 |
-0.0359 |
20/741 |
| Jensen Index |
0.7745 |
0.0924 |
85/741 |
| Treynor Index |
2.5942 |
1.5703 |
128/741 |
| 富達永續減碳商機多重資產收益基金-N類型累積型(美元)(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 |
6.65 |
7.91 |
16.53 |
N/A |
N/A |
| b |
0.68 |
0.79 |
1.03 |
N/A |
N/A |
| SHARPE Ratio |
0.8089 |
0.1631 |
0.2051 |
N/A |
N/A |
| Treynor Index |
2.2701 |
0.4724 |
0.9515 |
N/A |
N/A |
| Jensen Ratio |
0.5375 |
-0.4892 |
-0.5489 |
N/A |
N/A |
| Informaton Ratio |
0.6767 |
-0.2549 |
0.0728 |
N/A |
N/A |