Fund DNA
Visualize funds moves and Decode what drives performance
基金有风险，投资需谨慎。基金过往业绩不预示未来表现。本内容仅为个人学习记录，不构成任何投资建议。内容中的信息来源于公开资料，可能存在错误或遗漏，我们对其准确性、完整性或可靠性不作任何保证。基金投资者应独立思考，做出投资决策，并承担全部投资风险。
Historical Performance
| Period | Period Return | Annualized Return | Sharpe | Beta To Benchmark | CAPM Alpha Annual | Premium |
|---|---|---|---|---|---|---|
| Pending historical performance data | ||||||
| Period | VaR 5% | CVaR 5% | Win Rate Weekly | Worst Weekly Return |
|---|---|---|---|---|
| Pending historical performance data | ||||
Top 10 Positions
| Position | Weight | Market Value (10k RMB) |
|---|---|---|
| Pending verified holdings data | ||
| Pending fund basics data |
Dollar Cost Averaging Performance
| Period | Buys | Invested | Current Value | P/L | DCA Return | Annualized DCA | Lot Win Rate |
|---|---|---|---|---|---|---|---|
| Pending persisted DCA metrics | |||||||
DCA Performance is based on 1,000 CNY invested every 5 trading days.
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