帮你换一个角度比较

比较专业的网站习惯用平均(复式)回报率,并对对应的指数做比较,如

Sprott Canadian Equity

Returns as at October 31, 2012

Fund Group Avg Index*
1 Month -3.53% -0.60% -0.60%
3 Months 14.10% 7.60% 7.55%
6 Months -2.83% -4.17% -3.41%
1 Year -19.53% -12.91% -11.88%
2 Year Avg -10.99% -7.34% -6.52%
3 Year Avg 4.77% 2.37% 3.26%
4 Year Avg 9.50% 9.39% 10.13%
5 Year Avg -5.47% -3.64% -3.46%
10 Year Avg 10.73% 11.24% 10.96%
15 Year Avg 15.41% 7.05% 6.25%
20 Year Avg - 9.51% 9.64%

根据LZ的数据有:

 

# of years Index beat index
     
1 year 14.24% 17.30% 3.06%
2 year 7.96% 6.54% -1.42%
3 year 10.25% 10.82% 0.57%
4 year 16.30% 17.49% 1.19%
5 year 2.87% 2.54% -0.33%
6 year 3.29% 3.54% 0.25%

 


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