METHOD, SYSTEM, AND COMPUTER PROGRAM FOR RATING INVESTMENT FUND

摘要

PROBLEM TO BE SOLVED: To provide rating information profitable to an investor while maintaining accuracy of the rating and expanding a range of the rating target to the maximum.

SOLUTION: A rating system includes: a fund group information storing section 21 for storing a group composed of a plurality of funds having the same property; a performance data storing section 22 for storing monthly performance data including monthly rise and fall rate for an entire period after setting each fund; a monthly indicator calculating means 25 for calculating a monthly indicator showing the relative performance in the group of each fund on the basis of the monthly performance data; an entire period indicator calculating means 26 for calculating an entire period indicator for the entire period after setting each fund on the basis of the monthly indicator; a reference indicator calculating means 27 for calculating a reference indicator of each fund on the basis of a relative rating of the entire period indicator in the group; and a rating execution means 28 for rating each fund at a plurality of stages on the basis of the reference indicator.

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