基金指数周报

Market Performance - The Chinese stock index fell by 2.12%, while the mixed fund index decreased by 1.75%[7] - The bond index rose by 0.12%, underperforming the bond market by 0.15% compared to the China Bond Composite Wealth Index[9] - The Shanghai Composite Index dropped by 1.03%, and the Shenzhen Component Index fell by 2.38%[39] Fund Indexes - The annuity index decreased by 0.23%, outperforming the Shanghai and Shenzhen markets but underperforming the bond market[24] - Lifecycle fund indexes generally declined, with the 20-35 year index down by 1.36% and the 0-5 year index up by 0.22%[47] - The lifecycle (0-5) index performed similarly to the bond market, while the 20-35 index was lower than the Shanghai Composite Index by 0.34% but higher than the Shenzhen Component Index by 1.02%[14] Performance Metrics - The annualized return for the annuity index since inception is 6.49% with a volatility of 6.45%[27] - The lifecycle (20-35) fund index has an annualized return of 8.96% since inception, with a volatility of 20.56%[52] - The active management fund index serves as a benchmark for performance comparison and investment decision-making for fund of funds (FOF) strategies[9]