Portfolio Update – October 2016 Gain/Loss

2016年10月損益:

  • 總報酬率 (Total Return): –3.9%
  • 個人報酬率 (Personal Return): –3.9%
  • 參考指數報酬率 (Intex Return): –1.82% (S&P 500 TR)

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Status update:

  • 股債比 (% Weight): 51:49
  • 投入後未實現損益率 (% Unrealized Gain/Loss Since): 0.07%
  • 年初到目前總報酬 (% Total Return YTD): 8.5%
  • 過去十二個月的股息收益率 (% Dividend Yield TTM): 1.97%
  • 費用比率 (% Expense Ratio): 0.15%
  • 周轉率 (% Turnover Ratio): 18.36%

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最近十二個月的總報酬率 (Trailing Total Returns):

  • 投入後的年化總報酬率 (Total Return Since Purchase Ann.): 7.8%
  • 投入後的年化個人報酬率 (Personal Return Since Purchase Ann.): 1.76%
  • 投入後的年化參考指數報酬率 (Index Return Since Purchase Ann.): 5.47% (S&P 500 TR)

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交易記錄:

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