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4月份88%债基上涨 博时上证30年国债ETF涨4.5%
Zhong Guo Jing Ji Wang· 2025-05-07 23:23
Group 1 - In April 2023, 88% of the 7040 bond funds with comparable performance recorded gains, with 6189 funds increasing in value, 49 remaining flat, and 802 declining [1][2] - The top-performing bond funds for April were Bosera SSE 30-Year Treasury ETF and Pengyang China Bond 30-Year Treasury ETF, which rose by 4.56% and 4.21% respectively [1] - The mixed bond funds such as Huian Stable Yield Bond A/C and Fangzheng Fubon Hongyuan Bond A/C also saw increases exceeding 3% [1][2] Group 2 - The top holdings for Bosera SSE 30-Year Treasury ETF included special treasury bonds, primarily 24 Special Treasury 01 and 23 Treasury 23 [1] - The performance of the funds managed by Jin Hongfeng and Niu Weisong, who have extensive experience in fund management, contributed to their respective funds' success [1][2] - The funds that experienced declines in April included Jinying Yuanfeng Bond C, which fell by 3.59%, and Zhejiang Merchants Enhanced Bond, which decreased by 3.17% [2][3] Group 3 - The underperforming bond funds primarily held convertible bonds and also allocated assets to stocks, which contributed to their declines in April [3] - The top five holdings of Jinying Yuanfeng Bond C included various convertible bonds and stocks from companies like Guanghuan Xinwang and Youke De [2][3] - The overall bond fund market showed a strong performance in April, with a significant majority of funds achieving positive returns despite some notable exceptions [1][2]
债市持续调整下,如何挑选债券基金?
雪球· 2025-03-21 07:57
以下文章来源于养基司令 ,作者养基司令 养基司令 . 「轻」财经资讯,「重」选基技巧,坚持用数据说话! 长按即可免费加入哦 风险提示:本文所提到的观点仅代表个人的意见,所涉及标的不作推荐,据此买卖,风险自负。 作者:养基司令 来源:雪球 一起来回顾下 , 两只国债期货的近阶段表现 。 2025年2月7日 , CFFEX30年期国债期货最高到过121.75点 , 截至3月18日以113.70点收盘 , 一个月多时间就回落805个基点 ; 同期 , CFFEX10年期国债期货回落 195个基点 。 大家对 " 基点 " 感受可能不深 , 司令借助两只国债ETF来体现 。 在上述区间内 , 鹏扬中债30年国债ETF下 跌6.87% , 国泰上证10年国债ETF下跌2.24% , 虽然这是场内交易价格 , 但也能看出国债期货的下跌幅度 。 Wind统计显示 , 2025.2.10-3.17区间 , 878只短期纯债型基金 ( 多类份额 、 分开计算 , 下同 ) 算术平均 收益率为-0.18% , 3407只中长期纯债型基金算术平均收益率为-0.79% , 混合型一级债基算术平均收益率 为-0.35% , 混合型二级 ...