Първоначално изпратено от snaky
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Пък и дивидентите са само екстра ( нелоша

А той тук е + 50-60% при надали повече от -15 макс 20% риск.
И колкото пада рейшото става все по апетитно.
One way to compare the performance over long time periods is to compute the rolling CAGRs for the fund invested at the beginning of any month during the period of interest, and held to date.
So for 1993-2015, one can compute 274 such rolling CAGRs. The summary statistics for these CAGRs:
FBIOX mean CAGR 16.7% Standard Deviation 7.2%
HQH mean CAGR 16.6% Standard Deviation 6.1%
HQL mean CAGR 15.9% Standard Deviation 6.2%
FBIOX and HQH appear to be almost equally good on the basis of these measures with the latter slightly better.
To include IBB, we can calculate the same measures for the period 2002-2015
FBIOX mean CAGR 19.6% Standard Deviation 7.8%
HQH mean CAGR 18.9% Standard Deviation 6.9%
HQL mean CAGR 18.2% Stadanrd Deviation 6.9%
IBB mean CAGR 18.4% Standard Deviation 8%
So for 1993-2015, one can compute 274 such rolling CAGRs. The summary statistics for these CAGRs:
FBIOX mean CAGR 16.7% Standard Deviation 7.2%
HQH mean CAGR 16.6% Standard Deviation 6.1%
HQL mean CAGR 15.9% Standard Deviation 6.2%
FBIOX and HQH appear to be almost equally good on the basis of these measures with the latter slightly better.
To include IBB, we can calculate the same measures for the period 2002-2015
FBIOX mean CAGR 19.6% Standard Deviation 7.8%
HQH mean CAGR 18.9% Standard Deviation 6.9%
HQL mean CAGR 18.2% Stadanrd Deviation 6.9%
IBB mean CAGR 18.4% Standard Deviation 8%
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