Portfolio Update – November 2016 Gain/Loss

2016年11月損益:

  • 總報酬率 (Total Return): –3.71%
  • 個人報酬率 (Personal Return): –3.71%
  • 參考指數報酬率 (Intex Return): 3.7% (S&P 500 TR)

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Status update:

  • 股債比 (% Weight): 55:45
  • 投入後未實現損益率 (% Unrealized Gain/Loss Since): –3.15%
  • 年初到目前總報酬 (% Total Return YTD): 4.87%
  • 過去十二個月的股息收益率 (% Dividend Yield TTM): 2.03%
  • 費用比率 (% Expense Ratio): 0.15%
  • 周轉率 (% Turnover Ratio): 17.83%

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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.): 4.43%
  • 投入後的年化個人報酬率 (Personal Return Since Purchase Ann.): –3.68%
  • 投入後的年化參考指數報酬率 (Index Return Since Purchase Ann.): 11.13% (S&P 500 TR)

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交易記錄:

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