10月20日，泉果旭源三年持有在成立三年后首次打开赎回，面对持有三年收益率接近3.5%的成绩单， 投资者面临艰难抉择。 智通财经记者 | 杜萌 回顾近三年来的业绩走势，该基金于2022年10月18日成立，建仓完毕后从2023年一季度就开始"五个季 度连跌"。 | | 泉果旭源三年持有期混合业绩明细 | | | --- | --- | --- | | 周期 | 季度涨跌幅 | 同类平均 | | 25年3季度 | 45.58% | 25.43% | | 25年2季度 | -3.18% | 3.04% | | 25年1季度 | 5.57% | 4.62% | | 24年4季度 | -2.76% | -1.32% | | 24年3季度 | 20.13% | 10.59% | | 24年2季度 | -6.42% | -2.25% | | 24年1季度 | -6.80% | -3.08% | | 23年4季度 | -9.53% | -4.49% | | 23年3季度 | -14.79% | -8.17% | | 23年2季度 | -5.23% | -3.87% | | 23年1季度 | 1.48% | 2.50% | | ...

| 序号 | 证券简称 | 基金成立日 | 成立以来 回报(%) | | --- | --- | --- | --- | | 1 | 东方红创新趋势 | 2021-03-15 | -18.96% | | 2 | 东方红智华三年持有A | 2021-08-18 | -6.96% | | 3 | 东方红智选三年持有A | 2021-11-03 | -16.13% | | র্ব | 东方红智远三年持有 | 2020-06-23 | -1.02% | | 5 | 东方红启恒三年持有A | 2021-04-21 | -2.29% | | 6 | 东方红启兴三年持有A | 2021-10-29 | -35.05% | | 7 | 东方红启盛三年持有A | 2021-04-12 | -11.35% | | 8 | 东方红新海A | 2021-07-09 | -19.77% | | ਰੇ | 东方红启瑞三年持有A | 2021-03-22 | -27.48% | | 10 | 东方红启华三年持有A | 2021-04-22 | -3.11% | | 11 | 东方红启阳三年持有A | 2021-03-15 | -5.36% ...

| 序号 | 证券简称 | 基金成立日 | 成立以来 回报(%) | | --- | --- | --- | --- | | 1 | 东方红创新趋势 | 2021-03-15 | -18.96% | | 2 | 东方红智华三年持有A | 2021-08-18 | -6.96% | | 3 | 东方红智选三年持有A | 2021-11-03 | -16.13% | | 4 | 东方红智远三年持有 | 2020-06-23 | -1.02% | | 5 | 东方红启恒三年持有A | 2021-04-21 | -2.29% | | 6 | 东方红启兴三年持有A | 2021-10-29 | -35.05% | | 7 | 东方红启盛三年持有A | 2021-04-12 | -11.35% | | 8 | 东方红新海A | 2021-07-09 | -19.77% | | 9 | 东方红启瑞三年持有A | 2021-03-22 | -27.48% | | 10 | 东方红启华三年持有A | 2021-04-22 | -3.11% | | 11 | 东方红启阳三年持有A | 2021-03-15 | -5.36% | ...

Core Viewpoint - The performance of several three-year holding period equity funds has improved significantly due to the recovery of the stock market, with some funds achieving substantial returns since their inception [1][2][3]. Group 1: Fund Performance - The Anxin Value Driven Three-Year Holding Mixed Fund has achieved a return of 107.78% since its inception, with a three-year return of 32.58%, ranking 209th among 3085 similar funds [3]. - The Dongfanghong Qidong Three-Year Holding Mixed Fund has seen a return of 10.75% in 2024 and 21.29% year-to-date, recovering from losses of -26.18% and -19.30% in 2022 and 2023 respectively [3][4]. - The Ruiyuan Balanced Value Three-Year Holding Mixed Fund A has achieved a return of 58.42% since inception, with a 2024 return of 16.51% and a year-to-date return of 18.17% [5]. Group 2: Underperforming Funds - Some three-year holding period funds, such as the ICBC Yuanfeng Three-Year Holding Mixed Fund, have not fully recovered, with a loss of 31.97% since inception and significant losses in 2022 and 2023 [6]. - The Jiashi Strategy Vision Three-Year Holding Mixed Fund has also seen a loss exceeding 30% since inception, with a 2024 loss of 2.82% [6][7]. - Other funds, including the Penghua Vision Return Three-Year Holding Mixed Fund, have consistently underperformed, with losses in 2022, 2023, and 2024, primarily due to poor stock selection in the consumer and pharmaceutical sectors [7].