FUND PERFORMANCE (BID-TO-BID ANNUALIZED RETURNS)

near bottom of the page

U understand the concept of ANNUALISED RETURN or not?

Means
from 03-Jun-12 to 03-Jun-13: +11.1%
from 03-Jun-11 to 03-Jun-13: +8.6% PER ANNUM
from 03-Jun-10 to 03-Jun-13: +10.4% PER ANNUM

units entitled for distribution x net dividend rate / NAV price on ex-date (usually) = units receivable from distribution

sendiri calculate

This post has been edited by Pink Spider: Jun 5 2013, 11:38 AM

Many hWANG is good

Take the net, ignore the gross

This post has been edited by Pink Spider: Jun 5 2013, 11:47 AM

Easy, just start with 100

2009: 100 x (1 + 0.05) = 105
2010: 105 x (1 + 0.13) = 118.65
2011: 118.65 x (1 - 0.02) = 116.277
2012: 116.277 x (1 + 0.10) = 127.9047

Take
(127.9047 / 100) ^ (1 / 4) - 1 = 6.3461%

127.9047 = end value
100 = beginning value
2009 to 2012 = 4 years

In this example, 6.3461% is the 4 years annualised return

There may be easier way to calculate, but this way I can explain to u the mechanism.

This post has been edited by Pink Spider: Jun 5 2013, 01:20 PM

Try use my example above to calculate the 2 years annualised return...I bet you will get a different result

Annualised return takes into account compounding.

Annualised return =/= Average return

This post has been edited by Pink Spider: Jun 5 2013, 01:34 PM

Nice one

^ is "kuasa"
e.g. 3^3=9

^(1/3) is "punca kuasa"
e.g. 9^(1/3)=3

normal calculator...for "^" e.g. 3^3, I'll press

3
x
3
=
=

Oops btw, 3^3 answer is 27, not 9. paiseh paiseh

Done.

That coconut thingy...don't need lar, repeating it for laughs once in a while ok what?

remember don't delete the attachment

scientific calculator only can calculate ^(1/4)

Ask Client Investment Specialist

Then share with us their reply, we discuss

Tired bull. Period.

US maybe still got further leg, but doubt so for Bursa MY. Even Singapore stocks are more attractive now.

Calling wongmunkeong

The process:
1) Sell all funds
2) Remit the proceeds to FSM bank account

Why would it need RM50???

My holding in EI GEM IRR dropped from 4%+ to less than 1% now

This post has been edited by Pink Spider: Jun 7 2013, 01:33 PM

Apa tu "apu"

hold station

If drop severely, rebalance lo