Core Viewpoint - The article discusses the performance of public fund companies in the active equity investment sector over various time frames, highlighting the top performers and their strategies in navigating market fluctuations [2]. Group 1: Ten-Year Performance - From January 1, 2016, to December 31, 2025, Caitong Fund achieved the highest absolute return in equity funds with an average net value growth rate of 291.18%, ranking first among 97 fund companies [4][6]. - Xinda Australia and Huashang Fund followed with returns of 270.88% and 185.80%, respectively, while several other companies exceeded 170% [8]. - Among medium and large fund companies, the average return for 10 medium-sized companies was 119.75%, while 13 large companies averaged 98.67%, significantly higher than the 75.72% average of 74 small companies [8]. Group 2: Five-Year Performance - From January 1, 2021, to December 31, 2025, Jinyuan Shun'an Fund led with an average net value increase of 132.07%, ranking first among 139 fund companies [12][14]. - Dongwu Fund and Zhonggeng Fund followed with returns of 129.82% and 101.08%, respectively, showcasing the performance of several smaller fund companies during a volatile market [13][14]. - The average returns for large, medium, and small fund companies during this period were -0.13%, 19.47%, and 12.32%, respectively, indicating a notable advantage for medium-sized firms [16]. Group 3: Three-Year Performance - In the three-year period from January 1, 2023, to December 31, 2025, Huarun Yuanda Fund topped the list with an average return of 148.30% among 149 companies [18][19]. - Dongwu and Debang Funds ranked second and third with returns of 136.86% and 119.38%, respectively, reflecting strong performance amid market volatility [19]. - Despite the positive performance of many companies, 16 firms still reported negative average returns, primarily among smaller fund companies [20]. Group 4: 2025 Performance - In 2025, the market showed signs of recovery, with Zhonghang Fund achieving an average return of 133.44%, leading the performance among fund companies [23][24]. - Other notable performers included Kaishi Fund and Debang Fund, with returns of 117.71% and 82.45%, respectively, indicating a strong showing from smaller and mid-sized firms [24][26]. - Overall, 159 fund companies reported positive returns, with only one company experiencing a loss [23].
重磅!50强榜单,刚刚发布
中国基金报·2026-01-03 09:22