| 報酬率比較表 |
| |
台新高股息平衡基金-B配息(本基金並無保證收益及配息) |
同類型平均 |
同類型排名 |
| 年平均報酬率 |
16.34 |
66.41 |
20/21 |
| 年化標準差 |
17.35 |
16.19 |
6/21 |
| b |
0.4420 |
0.5858 |
17/21 |
| SHARPE |
0.2558 |
0.9192 |
20/21 |
| Information Ratio |
-0.9752 |
0.2096 |
18/21 |
| Jensen Index |
-0.4073 |
1.9259 |
18/21 |
| Treynor Index |
2.8985 |
7.3809 |
18/21 |
| 台新高股息平衡基金-B配息(本基金並無保證收益及配息)-年報酬率比較表 |
| |
2025 |
2024 |
2023 |
2022 |
2021 |
| 年化標準差 |
18.93 |
9.59 |
15.10 |
25.24 |
N/A |
| b |
0.55 |
0.62 |
0.99 |
0.97 |
N/A |
| SHARPE Ratio |
-0.0522 |
0.7548 |
0.7549 |
-0.1740 |
N/A |
| Treynor Index |
-0.5147 |
3.3553 |
3.3085 |
-1.3041 |
N/A |
| Jensen Ratio |
-1.3713 |
0.7979 |
1.3191 |
0.6064 |
N/A |
| Informaton Ratio |
-0.6701 |
0.5514 |
0.5455 |
0.2828 |
N/A |