Which of the CSI 300+ CSI 500 funds has the best performance?
CSI 300 + CSI 500, which fund performed best?
Which of the funds currently tracking the CSI 300 and the CSI 500 Index in the current market of the United Negotiation Base performs best?
This is a question raised by a small partner, and I think it is also a topic that many investors care about. Let me try to talk about it (the product involved in the article, required for conversion analysis, non-investment recommendation), what is wrong, 佛山桑拿网 welcome criticismCorrect me.
This question raised by this scientist, I guess he wants to obtain the largest excess return, so we directly check the performance of the Shanghai and Shenzhen 300 index funds at different time periods: the above picture is all the tracking Shanghai and Shenzhen in the market this yearThe 300 index results ranked in the top 10 funds, including Furong CSI 300 Index enhanced A and C, GF Shanghai and Shenzhen 300 Index enhanced A and C, TEDA Manulife CSI 300 Index enhanced C ranked higher, with growth rates exceeding 38%., And this year the Shanghai and Shenzhen 300 Index rose by 29.
4%, as a result, the average value of the enhanced funds in the above figure exceeded the underlying index, and achieved a certain excess return.
So can all enhanced funds be considered good?
Can you get extra income?
Let ‘s look at the chart below: The above chart shows all the funds that tracked the performance of the Shanghai and Shenzhen 300 Index in the last 10 this year. We will find that the bottom 10 are also enhanced funds, which also shows that the so-called enhanced funds sometimes do notIf it is not enhanced, it may be attenuated. At the same time, not every stage is enhanced. Therefore, my choice is to choose an index that has long-term performance and outperformed the target.With this thinking in mind, let’s look at the performance of funds in other periods: The picture above shows the top 10 performance of the Shanghai and Shenzhen 300 index funds in the past two years. Among them, the western gains of the Shanghai and Shenzhen 300 index have strengthened, the Xingquan CSI 300 index A, rich countriesCSI 300 Index strengthened, Puyin AXA CSI 300 Index strengthened, Anxin Quantitative Select CSI 300 Index enhanced the top five of the A rankings, all increased by more than 10%, outperforming the CSI 300 Index (a rise of -0 in the last 2 years).
The picture above shows the top 10 performance of the Shanghai and Shenzhen 300 Index Funds in the past three years. Its Xingquan Shanghai and Shenzhen 300 Index A, the rich country Shanghai and Shenzhen 300 index strengthened, Puyin Ansheng Shanghai and Shenzhen 300 index strengthened, SDIC Yinrui Shanghai and ShenzhenThe 300 index classification, the Invesco Great Wall Shanghai and Shenzhen 300 index strengthened the top five, with an increase of more than 37%, outperforming the Shanghai and Shenzhen 300 index (in the past three years, the increase was 17).
From the comparison of the three time periods in the figure above, we will find that no bottle fund appears in the above three pictures at the same time, which also illustrates a problem. An enhanced fund wants to maintain a leading performance in each time period.difficult.
In the last two graphs, we will find that 3 funds appear in the top 5 of the performance at the same time, namely Xingquan CSI 300 Index A, rich country CSI 300 index enhanced, Puyin Ansheng CSI 300 Index enhanced, so we todayCompare these three funds. At the same time, I invested in the Invesco Great Wall Shanghai and Shenzhen 300 Index Enhanced Fund. I can also compare and analyze, see the figure below: The above chart is the comparison of the returns of the four Shanghai and Shenzhen 300 Index enhanced funds at various stages.Figure, where the best performance at a certain stage is marked with a red box.
It can be grinded from the figure: 1. Among the comparable 9 stages, the best performing fund is either Xingquan CSI 300 (the best in 4 stages), or Puyin Ansheng CSI 300 (5 stages)The best); 2. The short- and medium-term performance of Puyin Ansheng CSI 300 Index Enhanced Fund performed better, and the long-term performance of Xingquan CSI 300 Index A performed better; 3, the performance of rich countries CSI 300 was also good,It is relatively close to the performance of Xingquan CSI 300 Fund, and there is not much difference; 4. The performance of Invesco Great Wall CSI 300 is slightly inferior to the other three, but its performance in each stage still outperforms the CSI 300 Index.Points need explanation.
From the above comparative analysis, we have a general understanding of the current performance of the Shanghai and Shenzhen 300 Index funds tracking the entire market. Among them, the Xingquan CSI 300 Index A which has performed well and stable in each stage of performance, and the rich country CSI 300 index has strengthenedThe Shanghai Puyin Ansheng Shanghai and Shenzhen 300 Index has strengthened. Personally, I believe that small partners for additional investment in enhanced index funds can include one of the three funds to invest.
Finally, it should be noted that the performance of enhanced index funds has been susceptible to the management ability of fund managers. There is also an influencing factor, which is the asset size of the fund. From the past experience, a large number of enhanced fundsWhen the size of assets increases significantly, the enhancement effect tends to weaken. Therefore, when choosing a small partner, you can take this factor into account.
Unconsciously it’s late at night, so tonight’s analysis of the Shanghai and Shenzhen 300 Index Funds, we will continue to analyze the analysis of another index in the text (CSI 500) tomorrow, good night everyone!
Of the funds in the market currently tracking the CSI 300 and CSI 500, which one is the best?
This is the topic of analysis yesterday, but yesterday, because of the time relationship, only the Shanghai and Shenzhen 300 index funds were analyzed. Today, the performance of another index (CSI 500) fund is analyzed today. Please see: Currently tracking the CSI 500 index in the market.There are two main types of funds: one is purely passive, and the main pursuit is to minimize tracking errors and deviations. The closer to the target index, the better. ETF linked funds are more alternatives; the other is enhanced funds.What it is pursuing is that on the basis of tracking the underlying index, it is expected to obtain higher excess returns.
The starting point of this question is that I think it should be an achievement. Therefore, this article is based on a comparative analysis of the historical performance of all CSI 500 index funds in the current market. Let’s first look at the performance of the CSI 500 index fund in the market over the next yearWhat it is: The picture above shows all the funds that tracked the performance of the CSI 500 Index in the market since the beginning of this year. The performance of these funds has outperformed the underlying index (CSI 500 increased by 19 this year.
17%). Among them, the Shenwan Lingxin CSI 500 Index has the largest increase of A, reaching 39.
87%, far outperforming the CSI 500 Index (outperformed by 20 points). The latter ones also performed well. For example, Shenwan Lingxin CSI 500 Index strengthened A, Boshi CSI 500 Index strengthened A and C, SDIC China Securities.The 500 index quantifies and enhances the A and TEDA Manulife 500 index ratings, outperforming the target index by about 10 points, and even waiting for more.
Has performed well this year, so can this prove that this fund is good?
At least I don’t think I can make a conclusion on this. From the first-level investment experience, we will find that some funds may perform well in the existing stage, but perform very poorly in the other stage. Therefore, I am used to choosing an index with long-term performance that can outperform the target.And in most stages, the performance of appropriately enhanced funds is strong. With this in mind, let’s look at the performance of funds in other periods: the picture above shows the top 10 performance of the CSI 500 index fund in the past 2 years, of which Shen WanlingThe CS 500 Index is preferably enhanced by A, the Cathay Pacific CSI 500 Index is enhanced by A, the Celestica CSI 500 Index is enhanced by A and C, the Cathay CSI 500 Index is enhanced by C and the Shenwan Lingxin CSI 500 Index is enhanced by the top five.Win CSI 500 Index (The increase rate in the past two years is -24.
The picture above shows the top 10 performance of the CSI 500 index fund in the past three years. Among them, Chuangjinhexin CSI 500 Index A and C, TEDA Manulife 500 Index Rating, Tianhong CSI 500 Index Enhanced A and C, CICC CSIThe 500A and the rich country CSI 500 index ranked in the top five, and their performance also clearly outperformed the CSI 500 index (the index has increased by -23 in the past three years).
The above lists the funds with the highest performance of the CSI 500 Index Fund in the past two years and the past three years. We will find that the funds that appear in these three charts at the same time are: Shen Wanling CSI 500Index Enhancement A, TEDA Manulife 500 Index Classification and CICC CSI 500 Index A, etc. 3 funds.
If you have a careful observation of the partners, you may find that this year and the past two years, the top performance of the Shenwan Lingxin CSI 500 Index has preferably enhanced A but does not appear in the third chart (in the past 3 years), because the fund was establishedThe time is January 2017, so the time is less than 3 years. In the undivided statistics, the Bosch CSI 500 Index Enhancement A has also occurred. Therefore, these two funds are compared with the above three funds for a comparative analysis.: The figure above is a comparison chart of the returns of the five CSI 500 index funds at various stages. The best performance of a certain stage is marked with a red box.
It can be grinded from the drawing: 1. In the first 7 stages, the Shenwan Diamond CSI 500 Index has preferably enhanced A (000986). There are 5 stages with the highest rate of return. From the historical performance point of view, I personally think that the fund performs well; 2, Shenwan Lingxin CSI 500 Index Enhancement A (002510) has the best performance in recent March, and the performance of other stages is not much different from 000986, and the performance is also good; 3, TEDA Manulife 500 Index Rating, CICC CSIThe 500 index A and Boshi CSI 500 index enhanced A three enhanced funds have different performances at each stage, with no obvious difference; 4, these 5 funds are selected from short, medium and long-term performance, both performanceYes, the performance of each stage is superior to the CSI 500 Index.
After looking at the analysis above, you will find that some of the old CSI 500 index enhanced funds have not been on the list, such as CCB CSI 500, Wells Fargo CSI 500, etc. These funds have performed well in the past, and nearly 1,The two-year performance has been too inferior. The reason for this has been explained in yesterday’s post. Now I will say again that the performance of enhanced index funds has been easily affected by the management ability of fund managers.From the past experience, the asset size of this type of fund has shown that too many enhanced funds have a declining trend when their asset size increases and increases. Therefore, when choosing a small partner, you can consider this factorIncluded.
The picture above is the asset size chart of the above 5 funds. We will find that the size of these funds is not large, and its enhancement effect is relatively easy to show, but it is not to say that the smaller the size, the better, because the size is too small, which may trigger liquidation.Risks, such as asset size less than 5,000,000 (Class A + C), etc. I think that you can consider choosing an index fund with a scale of billions, but it is best not to exceed 20 billion.
Based on the above analysis, I personally think that from the perspective of historical performance, the three funds of Shenwan Lingxin CSI 500 Index Enhanced A (000986), Shenwan Lingxin CSI 500 Index Enhanced A (002510) and Boshi CSI 500 Index Enhanced A are good.Yes, any one can make a fixed vote.
Finally, the above analysis is from the perspective of historical performance. As for the previous performance?
Is the booster still up, or can the booster run ahead?
We cannot predict, and this needs to be understood.
Relative to some small partners, he said that he is a short-term dual operation, so you need to consider the issue of the rate. The general principle is: choose A for long-term holdings, and choose C for short-term operations. This critical time varies with different funds.It is about 10 months, and it needs to be recalculated.
Well, today ‘s analysis of the CSI 500 Index Fund ends, so the question in the article head- “What is the best performing fund among all the funds 夜来香体验网 tracking the CSI 300 and CSI 500 Index in the current market?”” After analyzing these two days, I think you should have your own answers.
These two articles analyze the average historical data of the post data. The product replacement analysis involved in the article is required. It is not an investment recommendation!