证券投资基金业绩评估与盈利可持续性分析  

Performance Assesment of Securities Investment Fund and the Sustainability of Profitability

作　　者：张承钊 ZHANG Chengzhao

机构地区：[1]成都职业技术学院财经分院,四川成都610041

出　　处：《商业经济》2020年第10期165-166,共2页Business & Economy

基　　金：成都职业技术学院院级课题:智能金融分析(16CZYTD951);成都职业技术学院院级课题:基于EEMD的金融市场信号分析(19CZYR014);成都职业技术学院院级科研平台:成都数字经济研究所(19KYPT07)。

摘　　要：证券投资基金是适合中小投资者的一种投资工具,可以通过集合理财来购买数量众多的股票分散风险,通过组合投资实现较高的收益率,因此深受广大中小投资者的喜爱。证券投资基金业绩受到宏观经济因素、国家经济政策、投资基金经理管理水平等多种因素影响,其收益率随市场行情波动。基金业绩是基金公司对基金经理考核的重要指标,基金经理应保证基金净值持续稳定增长,在市场下跌时回撤幅度不大,能够保持盈利的持续性,不太受市场行情波动的影响。Securities investment fund is a kind of investment tool suitable for small and medium-sized investors.It can purchase a large number of stocks through collective financing to disperse risks and achieve high yield through portfolio investment.Therefore,it is loved by the majority of small and medium-sized investors.The performance of securities investment fund is affected by many factors,such as macroeconomic factors,national economic policies,management level of investment fund managers and so on.Its yield fluctuates with the market.Fund performance is an important indicator for fund companies to assess fund managers.Fund managers should ensure that the net value of fund continues to grow steadily,the withdrawal range is not large when the market drops,and that the profitability can be maintained without being affected by market fluctuations.

关 键 词：证券投资基金 基金业绩 基金经理 盈利的持续性 

分 类 号：F830[经济管理—金融学]