南方荣光灵活配置混合A
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过去五年,低波固收+基金创新高次数排名
雪球· 2025-09-13 03:05
Core Viewpoint - The article discusses the performance and characteristics of low-volatility fixed income plus funds, highlighting their potential for investment based on historical data and metrics such as maximum drawdown and innovation high counts [5][6]. Group 1: Fund Performance Metrics - A total of 94 funds met the criteria of having a stock market value to net asset value ratio greater than 0 but less than 10% and achieved 80 innovation highs from September 1, 2020, to August 31, 2025 [5]. - After filtering for only A shares, 55 funds remained, with notable performance in terms of innovation highs, including Long An Xin Yi Enhanced Mixed A with 633 highs, Penghua Hong Tai Mixed A with 327 highs, and Chuang Jin He Xin Li Mixed A with 294 highs [6]. Group 2: Fund Manager Performance - Among the remaining 28 funds, the top two funds based on annualized return since the fund manager's tenure are managed by Zheng Qing, with returns of 9.87% and 8.01% respectively [8]. - The article lists the performance of these funds, emphasizing the importance of fund manager experience and historical performance in investment decisions [12]. Group 3: Risk and Return Analysis - The article provides a detailed analysis of the funds based on metrics such as annualized return, maximum drawdown, Sharpe ratio, and Calmar ratio, ranking them accordingly [10]. - The fund "E Fund Hengsheng 3-Month Regular Open Mixed" has a 100% institutional holding ratio, indicating strong institutional confidence [11]. Group 4: Top Performing Funds - The top-performing funds based on Sharpe ratio and Calmar ratio include "Huatai Bairui Dingli Mixed A," which has the best data metrics and the largest scale at 117.74 billion [12].