1、 我国开放式基金的业绩评价我国开放式基金的业绩评价 摘要摘要 在我国，开放式基金的发展历史虽然不长，但自开始发行以来， 其规模不断地扩大，品种不断增加。 开放式基金作为一种新型的投资 工具，越来越受到投资者的青睐，所以对其投资业绩进行全面、客观 的评价就显得尤为重要。 本文首先回顾了我国开放式基金的发展历程 和分类。然后通过基金单位净值、平均收益率、投资收益率指标对样 本基金进行简单的业绩分析， 得出开放式基金在市场中的表现， 然后 分析了 2012 年证券、债券市场对开放式基金业绩的影响。 最后，分别从基金业绩评价研究人员、投资者、管理者与监管部 门四个角度， 针对于我国开放式基金的发展与业
2、绩评价的方法提出相 关建议。 关键词开放式基金；业绩评价；平均收益率开放式基金；业绩评价；平均收益率 Achievement Evaluation of Open-end Funds in China ABSTRACT Although open-end funds doesnt have a long history in China, yet its scale is steadying expanding and variety increasingly adding since its publishment. open-end funds, as a new investment t
3、ool, is more and more increasingly preferred by investors. Therefore, the comprehensive and objective evaluation based on investment achievement proves to be pretty important. Firstly, the thesis reviews the development history and classification of open-end funds in China. Secondly, the author make
4、s a simple analysis on the achievement of sample fund through three indexesfund net value per unit, average yield and investment yield. The results after the analysis is the performance of open-end funds in the fund market. Thirdly, the author exploits the effects of the security and bond markets on
5、 the achievement of open-end funds in 2012. In the end, the paper provides relervent suggestions on the development and achievement evaluation of open-end funds from four perspectives: the researcher on fund achievement evaluation, the investor, the manager and the regulatory authority. Key Words open-end funds achievement evaluation average yield 目录目录 一、中国开放式基金市场的发展现状 （1） （一）开放式基金的含义 （1） （二）我国开放式基金的发展历程 （1） 1.初步发展时期
