Guide to the application of the formula for calculating the increase of stock funds

Calculating gains is an essential skill when investors focus on the stock and fund markets. Master the rightBonuspokerstrategycardThe method of calculating the increase is helpful to better evaluate the return and risk of investment. This article will introduce in detail how to use the formula for calculating the increase of stock funds, and provide some practical skills.

I. Formula for calculating the increase of stocks

The formula for calculating the rise of stocks is relatively simple and is mainly used to measure the range of changes in stock prices. The calculation formula isBonuspokerstrategycard:

The meaning of the formula for calculating the increase (current price-reference price) / reference price × 100% calculates the percentage change of the stock price by comparing the current price with the reference price.

For example, a stock closed at 10 yuan yesterday and 10 yuan today.Bonuspokerstrategycard.5 yuan. The increase is: (10)Bonuspokerstrategycard.5-10) / 10 × 100% = 5%. It says the stock is up 5% from yesterday.

II. Formula for calculating the rate of increase of funds

The calculation of the increase of a fund is different from that of stocks because the net worth of the fund varies with the fluctuation of asset prices in the portfolio. The formula for calculating the increase of the fund is as follows:

The meaning of the fund increase formula (daily net value-reference daily net value) / reference daily net value × 100% by comparing the daily net value with the reference daily net value, calculate the change percentage of the net value of the fund.

For example, the net worth of a fund was 1.5 yuan yesterday and 1.55 yuan today. The increase is: (1.55-1.5) / 1.5 × 100% = 3.33%. Said the fund was up 3.33% from yesterday.

III. Application examples

The formula for calculating the increase has many application scenarios in actual investment, such as evaluating the performance of stocks or funds, comparing different investment products, and so on. Here are some specific examples:

1. Investors can judge the market trend according to the increase of stocks or funds, and provide a reference basis for investment decisions.

two。 In asset allocation, investors can compare the historical increases of various investment products to find the best portfolio.

3. The increase calculation can also be used to evaluate the effectiveness of investment strategies and help investors to continuously optimize their investment methods.

IV. matters needing attention

When using the formula for calculating the increase, investors should pay attention to the following points:

1. The calculation result of the increase only represents the price change at a particular point in time and can not fully reflect the investment risk.

two。 Investors should comprehensively evaluate the value of investment products in combination with other financial indicators, such as price-to-earnings ratio, price-to-book ratio, etc.

3. The calculation result of the increase may be affected by market sentiment, policy factors and other factors. Investors should be rational and avoid blindly following the trend.