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Jih Sun Jih Sun Fund

Ranked 15 out of 99 in - Taiwan over 12 months
All calculations are in TWD unless stated

Managed by

Ya-Wei Zhang

Objective

The fund aims to pursuit long term appreciation and stable income through investing a minimum of 70% of the net asset in equities listed on the Taiwan Stock Exchange (TSE) and the Taiwan OTC Market.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Taiwan over : 31/10/2017 - 31/10/2018
  • Rank 15/99 Total Return
  • Rank 88/99 Standard Deviation
  • Rank 62/99 Max Drawdown
Fund Name Currency Risk
86 FSITC OTC Fund TWD

25.9

87 Yuanta Duo Duo Equity Fund TWD

26.1

88 Jih Sun Jih Sun Fund TWD

26.1

89 UPAMC Tung Hsin Fund TWD

26.3

90 Capital Large Cap Growth Fund TWD

26.7

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 7.8% 15.5% -14.0%
2017 37.1% 9.4% 2.5% 17.7% 3.9%
2016 1.4% -0.2% 0.8% 8.4% -7.0%
2015 -3.8% 2.5% 3.0% -9.7% 0.9%
2014 5.8% 6.9% 7.0% -6.8% -0.8%
2013 5.7% 6.8% -0.7% -2.4% 2.1%
2012 14.9% 15.0% -7.0% 7.3% 0.1%
2011 -26.7% -6.4% 1.2% -15.2% -8.8%
2010 -8.4% -4.7% -9.7% 7.7% -1.1%
2009 94.9% 10.8% 26.0% 15.9% 20.4%
2008 -32.3% -7.3% -4.2% -20.0% -4.7%
2007 -3.2% 1.2% 15.1% 5.0% -20.8%
2006 6.2% 3.2% -8.4% 6.5% 5.6%
2005 28.0% -1.6% 1.6% 13.2% 13.1%
2004 14.3% 21.4% -7.8% 0.8% 1.3%
2003 24.9% -9.5% 12.7% 17.7% 4.0%
2002 -29.1% 8.8% -23.5% -16.8% 2.3%
2001 25.9% 21.2% -15.5% -26.4% 66.8%
2000 -49.0% 15.3% -18.6% -19.6% -32.4%
1999 41.8% -6.0% 33.7% -8.5% 23.3%
1998 -15.8% 15.9% -13.0% -11.8% -5.4%
1997 4.1% -8.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Taiwan

Fund Info

  • Launch date07/04/1997
  • Share Class size1,038Mn
  • Base currencyTWD
  • ISIN TW000T2007Y0

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment3,000

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in TWD).