How Is Bond Performance Measured?

Bond funds, also known as bond funds, refer to funds that invest exclusively in bonds. It seeks to obtain relatively stable returns by concentrating the funds of many investors to make portfolio investments in bonds.

Bond fund

Two factors that affect the performance of bond funds, one is
In 2011, the bond market emerged from a two-day pattern of ice and fire.
According to the types of bonds invested, bond funds are divided into the following four types:
By the second quarter of 2003, global bond funds had reached 11,744, with a net asset value of approximately US $ 2.86 billion, accounting for
To understand how to choose a bond fund, you first need to understand what a bond is. Investment bonds are equivalent to loans to issuers of bonds. The principal will be repaid when the bonds mature, and they will receive interest income on a regular basis, such as every six months. How long does the bond have to expire and the issuer's ability to repay, yes
With the approval of the State Council, the Ministry of Finance has decided to adjust the stamp tax policy for securities transactions from September 19, 2008, from the current bilateral levy to unilateral levy, and the tax rate remains at 1 . [2]
Investors may think that bond funds only invest in bonds, but otherwise, bond funds can also invest a small amount of funds in
As a portfolio investment tool that invests in a package of bonds, bond funds have important differences from single bonds. (I) The yield of bond funds is not as fixed as the interest of bonds
Investor purchase
Investment is risky, and so is bond. Factors such as interest rates, inflation, corporate operating conditions, national monetary policy, and corporate financing will affect bond investment returns. For example, inflation is a major factor affecting bond yields. During inflation, prices continue to rise, and coupons with fixed coupon rates often suffer depreciation due to rising prices. The interest earned on the bond purchases cannot keep up with the rise in prices, and the actual yield is reduced due to inflation. When inflation is severe, the state raises bank deposit and loan interest rates. In this case, enterprises and residents will abandon bond investment and switch to other investment projects, and financial institutions will put cash into the other markets to make bond prices fall.
Therefore, when investing in bonds, you must master some basic bond investment techniques and strategies.
Seize the timing of bond fund trading
Generally speaking, when the bond price rises to fall, it is the time to sell, and when the bond falls to rise, it is the time to buy. Although the security of bonds is high, the price also fluctuates. The market price of bonds usually changes in the same direction. Investors can make money as long as they can buy before the falling price reaches the bottom and sell before the price rises to the peak. Therefore, it is very important for investors to be able to choose the right time to invest and buy low and sell high.
Collect his interest
To accurately predict changes in bond prices, investors must have sufficient information. Can find useful information from a lot of information, and then make correct decisions through analysis of this information, and become an investment basis.
The information that can be used as an investment basis are:
The main channels for obtaining information on bond investment are:
In short, a qualified investor should continuously collect all kinds of direct and indirect information about bond investments and sort them out for decision-making purposes.
It can be seen that there is no connection and logic on the money-making effect between the two, and the bond is only a low-risk product, and it is a low-income product asset allocation. The risk-avoidance function of bond funds during the huge market adjustment cannot be ignored. During the depression period from 2000 to 2002, stocks rose negatively, and bonds were at least positive income. Especially in 2002, bond income was as high as 16.52%, exceeding stock income by 37 points. Generally speaking, bond funds are a steady player.
Bond Fund Income Ranking
Ranking
fund
Net worth growth
Net value growth in the last quarter
1
SDIC UBS
56.52%
11.05%
2
Southern Baoyuan Bonds
50.71%
9.24%
3
Changsheng CITIC Full Debt
38.42%
10.86%
4
Galactic Revenue
36.48%
6.47%
5
Rich country Tianli
34.04%
9.05%

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