My fund
My fund is a kind of the fund of funds.
It consists of 6 candian mutual funds.
Asset calss should belong to the Glabal Euqity Balanced.
MER is 0.89%
As of Dec 29,2017, the perforamce of my fund is
| 年数 | TSX | jim366 |
| 1 year | 6.03% | 12.73% |
| 2 year | 11.62% | 7.75% |
| 3 year | 3.47% | 8.63% |
| 4 year | 4.44% | 8.12% |
| 5 year | 5.45% | 7.84% |
| 7 yeqrs | 2.71% | 3.86% |
| 10 year | 1.60% | 5.89% |
| 15 years | 6.16% | 11.06% |
3 year risk= 6.75 VS [email protected].
3 yaer beta=0.39
Asset Allocation: stocsk(75%),bond(16%),Cash(9%).
| US equity | 17.18% |
| Fixed income | 15.33% |
| Internatinalequity Equity | 27.96% |
| Canadian equity | 29.81% |
| cash | 9.41% |
| other | 0.31% |
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来源: 文学城-jim366