winterveil2019-05-19 15:39:15
winterveilGIPS 第三十六题，如下图，为什么一定要加period-to-date return？只有1-，3-，5-year annualized return （a）不行么
回答（1）
Chris Lan2019-05-20 14:44:55
Chris Lan同学你好，这块一直有争议，所以大家按照协会的思路来吧。原版书的原文，没说A这种说法有问题。
Advertisements that state a claim of compliance and present performance must also present one of the following sets of total returns:
one-, three-, and five-year annualized composite returns through the most recent period;
period-to-date composite returns in addition to one-, three-, and five-year annualized composite returns through the same period of time as presented in the corresponding compliant presentation; or
period-to-date composite returns in addition to five years of annual composite returns calculated through the same period of time as presented in the corresponding compliant presentation.
- 评论（0）
- 追问（2）
- 追问
-
协会的思路是什么，要有period to date return么
- 追答
-
同学你好，目前来看是这个意思 ，如果出到这种题目，就按协会的意思来，选带HPY的。
评论
0/1000
追答
0/1000
+上传图片