The Performance of Different Types of Mutual Funds in Two Investment Ways-Lump Sum And Dollar-Cost Averaging－The Case of Financial Crisis
碩士 === 東吳大學 === 企業管理學系 === 101 === The purpose of this study is to compare the performance of different types of mutual funds in two investment ways-Lump Sum and Dollar-cost Averaging. The conclusion indicates: From 2008.9.15 to 2011.12.31:the performance of global investment grade bond funds an...
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| Format: | Others |
| Language: | zh-TW |
| Published: |
2012
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| Online Access: | http://ndltd.ncl.edu.tw/handle/28361257860083957943 |
| Summary: | 碩士 === 東吳大學 === 企業管理學系 === 101 === The purpose of this study is to compare the performance of different types of mutual funds in two investment ways-Lump Sum and Dollar-cost Averaging.
The conclusion indicates:
From 2008.9.15 to 2011.12.31:the performance of global investment grade bond funds and overseas equity funds in two investment ways-Lump Sum and Dollar-cost Averaging are no significant differences
From 2008.9.15 to 2009.12.31: the performance of global overseas equity funds in Dollar-cost Averaging way is better than the performance of global overseas equity funds in Lump Sum way.
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