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工银圆丰三年持有期混合
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三年持有期基金,还有产品在亏损
财联社· 2025-08-23 09:32
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].