债券型基金的投资绩效考核方法浅析

近年来我国债券基金的发展迅速,尤其是在金融危机的末期,各种经济因素出现一定不确定的情况下,债券型基金总体仍然表现良好。通过对债券基金投资绩效的研究我们可以看到债券基金和股票等其他理财方式投资效果的差异,也有助于投资者更科学地评估基金公司的投资效益。本文介绍了詹森指数、夏普指数等基金绩效评价指标,并针对我国债券型基金的发展提出建议。

Bond funds investment performance appraisal method analysis

In recent years. China＇s bond fund has en tered a rapid development stage, especially at the en of the financial crisis, when various economic factor appear to be uncertain. Through bond fund investmen performance research, we will see the difference be tween bond fund and stock or other investment, whic will help investor to evaluate Fund Company. This pape introduced Jason index, Sharpe index and other fun performance evaluation index. Finally, we put forwar some suggestions about Chinese bond fund development.