成长稳健组合年内排名主动股基前10%

Core Viewpoint - The report tracks the performance of various active quantitative strategies by GuoXin JinGong, aiming to outperform the median returns of actively managed equity funds, with a focus on four main strategies: Excellent Fund Performance Enhancement, Exceeding Expectations Selection, Broker Golden Stocks Performance Enhancement, and Growth Stability Combination [2][3]. Group 1: Performance Overview - The Excellent Fund Performance Enhancement strategy achieved an absolute return of -0.10% this week and a year-to-date return of 4.28%, ranking in the 49.21 percentile among active equity funds [1][12]. - The Exceeding Expectations Selection strategy recorded an absolute return of 0.30% this week and 10.23% year-to-date, ranking in the 15.39 percentile among active equity funds [1][13]. - The Broker Golden Stocks Performance Enhancement strategy had an absolute return of 0.72% this week and 8.04% year-to-date, ranking in the 24.04 percentile among active equity funds [1][21]. - The Growth Stability Combination strategy reported an absolute return of -0.64% this week and 12.31% year-to-date, ranking in the 9.83 percentile among active equity funds [1][22]. Group 2: Excellent Fund Performance Enhancement - This strategy shifts from benchmarking against broad indices to actively managed equity funds, utilizing quantitative methods to enhance performance based on the holdings of top-performing funds [4][32]. - The strategy has shown a historical annualized return of 20.50% from January 2012 to December 2024, outperforming the mixed equity fund index by 12.36% [34][37]. Group 3: Exceeding Expectations Selection - This strategy selects stocks based on exceeding expectations events and analyst profit upgrades, focusing on both fundamental and technical criteria to build a portfolio [9][38]. - The strategy has achieved an annualized return of 32.78% from January 2010 to December 2024, exceeding the performance of the CSI 500 index by 31.07% [39]. Group 4: Broker Golden Stocks Performance Enhancement - This strategy leverages the broker's stock pool, reflecting both top-down industry analysis and bottom-up stock selection, aiming to outperform the ordinary equity fund index [42]. - The strategy has delivered an annualized return of 19.01% from January 2018 to December 2024, outperforming the mixed equity fund index by 14.87% [43][46]. Group 5: Growth Stability Combination - This strategy employs a two-dimensional evaluation system for growth stocks, prioritizing stocks closer to their earnings report dates to capture excess returns [47][48]. - The strategy has achieved an annualized return of 38.71% from January 2012 to December 2024, exceeding the CSI 500 index by 33.94% [49].