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max · 2018年12月12日

问一道题:NO.PZ2015121801000039 [ CFA I ]

问题如下图:146天不是小于一年吗?为什么不用单利呢?

选项:

A.

B.

C.

解释:

1 个答案

Shimin_CPA税法主讲、CFA教研 · 2018年12月13日

这道题是对比三个基金的收益率大小,表格给了每个基金从成立以来的天数和期间收益率,但是这些收益率由于时间长度不同不能直接对比,所以要年化,也就是把所有的收益率算到365天/52周/12个月/1年,用的是复利,也就是答案中给的方法。

max · 2018年12月13日

是不是收益率年化都需要考虑复利?谢谢解答

Shimin_CPA税法主讲、CFA教研 · 2018年12月13日

是的。不用谢~

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