分析投资组合的历史表现

Create a hypothetical portfolio or model an approximate version of your own using major asset classes including gold

金额:

.00

从:

至:

 

资产分配

资产类别

投资组合1

Portfolio settings
0%

投资组合2

Portfolio settings
0%

投资组合3

Portfolio settings
0%

IMPORTANT:

The calculations and any other information generated by this tool are provided by Silicon Cloud Technologies, LLC based on the back-testing functionality of their Portfolio Visualizer software. Note that the resulting performance of various investment outcomes are hypothetical in nature, may not reflect actual investment results and are not guarantees of future results. World Gold Council and its affiliates and subsidiaries provide no warranty or guarantee regarding the functionality of the tool including without limitation any projections, estimates or calculations. For more information on the data used for each asset class, please visit our FAQs

The investment horizon for the hypothetical analysis starts at the end of the month selected in the “from” date and ends at the end of the month selected in the “to” date. Quarterly, semi-annually and annually rebalancing as well as periodical adjustments, if any, happen on a calendar basis (eg, March, June, September, and December where applicable) regardless of the starting investment period. For more information, please visit our FAQ

加载结果

请稍等,我们正进行分析

分析报告

金额:

开始:结束:

由于数据的可用性原因,模拟的时间范围可能短于所选时间,详情请参阅常见问题解答

结果说明:

  • 所有结果均是假设
  • 过去的表现不是未来收益的保证,可能存在数据或其他错误。
  • 输入的时间段将根据指定资产的可用收益数据自动调整
  • CAGR =复合年增长率
  • Stdev =月收益的年度标准差
  • 夏普和索提诺比率是根据无风险利率(1个月国库券)的月度超额收益计算和年化的
  • 股票市场相关性基于月收益的相关性
  • 回撤额根据月度收益计算
  • 结果使用总收益并假设所有股息和分配都用于再投资。税费和交易费不包括在内

IMPORTANT:

The calculations and any other information generated by this tool are provided by Silicon Cloud Technologies, LLC based on the back-testing functionality of their Portfolio Visualizer software. Note that the resulting performance of various investment outcomes are hypothetical in nature, may not reflect actual investment results and are not guarantees of future results. World Gold Council and its affiliates and subsidiaries provide no warranty or guarantee regarding the functionality of msgid the tool including without limitation any projections, estimates or calculations. For more information on the data used for each asset class, please visit our FAQs

* The investment horizon for the hypothetical analysis starts at the end of the month selected in the “from” date and ends at the end of the month selected in the “to” date. Quarterly, semi-annually and annually rebalancing as well as periodical adjustments, if any, happen on a calendar basis (eg, March, June, September, and December where applicable) regardless of the starting investment period. For more information, please visit our FAQ

您的模拟结果

您可以保存模拟结果以供将来参考。只需输入名称,然后单击“保存”按钮。您的所有模拟结果都保存在“我的模拟”区域中。

模拟名称

改变投资组合名称

您可以于此处自定义投资组合名称。字数限制:

等权

将该组合中所有资产权重等额分配

复制

将此投资组合复制到其他投资组合

从其他投资组合复制

将其他投资组合复制到此组合中

清除

清除此投资组合中的所有值