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鹏扬景瑞三年持有混合A
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鹏扬稳利债券A基金经理变动:增聘李沁为基金经理
Sou Hu Cai Jing· 2025-10-31 01:37
| 基金代码 | 基金名称 | 规模(亿元) | 任职时间 | 任职回报 | | --- | --- | --- | --- | --- | | 004585 | 鹏扬汇利债券A | 12.09 | 2020-11-02 ~ 2021-03-02 | 3.92% | | 004586 | 鹏扬汇利债券C | 1.69 | 2020-11-02 ~ 2021-03-02 | 3.79% | | 005451 | 鹏扬双利债券A | 5.66 | 2019-09-12 ~ 2022-01-05 | 8.73% | | 005452 | 鹏扬双利债券C | 1.11 | 2019-09-12 ~ 2022-01-05 | 7.71% | | 6509900 | 鹏扬泓利债券A | 42.72 | 2020-11-02 ~ 2021-03-02 | 4.32% | | 006060 | 鹏扬泓利债券C | 22.27 | 2020-11-02 ~ 2021-03-02 | 4.18% | | 006832 | 鹏扬添利增强债券A | 0.50 | 2024-01-17 ~ 至今 | 10.68% | | 006833 ...
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].