Core Viewpoint - The article emphasizes the importance of long-term performance in mutual funds, highlighting the "Double Ten Funds" which have been established for over 10 years and have an annualized return exceeding 10% [3][4]. Group 1: Market Context - Since the peak of the A-share market in June 2015, major indices have shown significant declines, with the Shanghai Composite Index down 26.18%, the Shenzhen Component Index down 33.19%, and the ChiNext Index down 31.84% [3]. - In contrast, U.S. stock indices have doubled, with the Nasdaq Index increasing by over 253% during the same period, while gold prices rose approximately 172.66% [3]. Group 2: Fund Performance - As of April 30, 2025, there are 2,238 mutual funds that have been established for over 10 years, with only 264 funds (approximately 11.80%) achieving an annualized return above 10% [3]. - Among the 264 "Double Ten Funds," 137 are equity funds, 61 are flexible allocation funds, 18 are standard equity funds, 18 are balanced funds, and 16 are QDII funds [3]. Group 3: Top Performing Funds - The top-performing fund over the past decade is the "Guotai Nasdaq 100 ETF (QDII)" managed by Guotai Fund, with a cumulative return of 393.36% and an annualized return of 17.67% [7]. - The second-best fund is the "Dacheng Gaoxin Stock A" managed by Liu Xu, with a cumulative return of 335.04% and an annualized return of 16.19% [7]. Group 4: Fund Categories - In the category of active equity funds, there are 155 funds, with the top 20 funds having a cumulative return threshold of nearly 145% [9]. - The top 5 funds in this category include products from Jiao Yin Shi Luo De Fund, Dacheng Fund, and Huashan Fund [9]. Group 5: Flexible Allocation Funds - Among the 61 flexible allocation funds, the top two are managed by Huashan Fund, with the leading fund achieving a cumulative return of 356.80% [12][13]. Group 6: QDII Funds - The "Jia Shi American Growth Stock" fund is highlighted as a top-performing QDII fund, with a cumulative return exceeding 266% [18].
“双十基金”有多少?占比不足12%!百亿级基金占15只,张坤、谢治宇也有份!
私募排排网·2025-05-24 02:54