| 項目 | 比例 | 期間 | 報酬率 | 發行量加權股價報酬指數報酬率 | ||
| 股票 | 88.59% | 2011 | -10.70% | -17.98% | ||
| 期權權益總額 | 4.61% | 2012 | 18.45% | 12.94% | ||
| 2013 | 35.06% | 15.14% | ||||
| 現金 | 6.80% | 2014 | 10.36% | 11.39% | ||
| Total | 100% | 2015 | 15.00% | -6.87% | ||
| 2016/1 | -0.39% | -2.31% | ||||
| 2016/2 | 3.44% | 3.27% | ||||
| 2016/3 | 2.44% | 3.97% | ||||
| 2016/4 | -0.06% | -4.20% | ||||
| 2016/5 | 1.59% | 1.89% | ||||
| *個股未實現獲利之計算，持有成本為計算除權息後的成本 | ||||||
| *報酬率之計算，包含已實現&未實現獲利及期貨&選擇權操作損益 | ||||||
| 日期 | 單位淨值 | 發行量加權股價報酬指數 | 淨值報酬率 | 發行量加權股價報酬指數年報酬率 | |||
| 2010/12/31 | 1.00823111 | 11,928.56 | |||||
| 2011/12/30 | 0.9003508 | 9,783.94 | -10.70% | -17.98% | |||
| 2012/12/28 | 1.066485533 | 11,050.13 | 18.45% | 12.94% | |||
| 2013/12/31 | 1.440417648 | 12,723.25 | 35.06% | 15.14% | |||
| 2014/12/31 | 1.589667712 | 14,172.40 | 10.36% | 11.39% | |||
| 2015/12/31 | 1.828102658 | 13,198.59 | 15.00% | -6.87% | |||
| 2016/5/31 | 1.959128273 | 13,512.13 | 7.17% | 2.38% | |||
| 年複合成長率 | 11.71% | 2.10% | |||||
這個月又是非常戲劇化的一個月，打了一個大V，月中來回震盪一千餘點，有做選擇權買方的應該又是豐收的ㄧ個月(當然要做對方向)
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