股票、基金含分红,指数、行业不含分红。
指数的跟踪ETF,含指数的分红,但也有ETF持有费用的损耗;红利指数来讲,股息收益是ETF持有费用的5倍以上。
最新 | 总资产 | 共投入本金 | 获得的利润 | 定投年化收益率 | 定投总收益率 | 沪深300年化收益率 | 沪深300总收益率 |
2024-04-19 | 12,647.25 | 13,000.00 | -352.75 | -4.64% | -2.71% | -14.132% | -14.13% |
定投记录 提示:选择下方表格里的全部内容,可直接粘贴进Excel
日期 | 定投金额 | 买价(收盘价) | 总本金 | 总资产 | 年化(IRR算法) | 总收益率 |
2024-04-19 | 1,000.00 | 3541.66 | 13,000.00 | 12,647.25 | -4.64% | -2.71% |
2024-03-19 | 1,000.00 | 3577.63 | 12,000.00 | 11,765.54 | -3.60% | -1.95% |
2024-02-19 | 1,000.00 | 3403.81 | 11,000.00 | 10,242.49 | -13.58% | -6.89% |
2024-01-19 | 1,000.00 | 3269.78 | 10,000.00 | 8,878.55 | -23.65% | -11.21% |
2023-12-19 | 1,000.00 | 3334.04 | 9,000.00 | 8,033.38 | -24.68% | -10.74% |
2023-11-20 | 1,000.00 | 3576.32 | 8,000.00 | 7,544.49 | -14.75% | -5.69% |
2023-10-19 | 1,000.00 | 3533.54 | 7,000.00 | 6,466.20 | -21.75% | -7.63% |
2023-09-19 | 1,000.00 | 3720.5 | 6,000.00 | 5,755.42 | -13.51% | -4.08% |
2023-08-21 | 1,000.00 | 3729.56 | 5,000.00 | 4,767.00 | -17.72% | -4.66% |
2023-07-19 | 1,000.00 | 3850.87 | 4,000.00 | 3,889.53 | -12.75% | -2.76% |
2023-06-19 | 1,000.00 | 3930.91 | 3,000.00 | 2,949.59 | -9.76% | -1.68% |
2023-05-19 | 1,000.00 | 3944.54 | 2,000.00 | 1,956.35 | -16.42% | -2.18% |
2023-04-19 | 1,000.00 | 4124.56 | 1,000.00 | 1,000.00 | 0.00% | 0.00% |
股票、指数、基金和行业的定投收益计算器,定投具有储蓄因素,能帮助养成良好的理财习惯。