另外,分类型来看,震荡市使得指数基金的赚钱效应遭遇阶段性打击,而债券、保本以及配置混合等低仓位、低风险基金业绩居前(表1)。
表1:各类型基金3季度及近一年各阶段业绩
基金类型 | 3季度净值增长 | 近半年净值增长 | 近一年净值增长 | 今年以来净值增长 | 基金数量 |
债券型 | -0.97% | 0.67% | 4.28% | 0.80% | 105 |
保本型 | -1.94% | 3.12% | 7.34% | 5.21% | 6 |
偏债混合 | -2.10% | 4.95% | 14.69% | 10.79% | 5 |
转债混合 | -4.53% | 10.89% | 26.71% | 29.36% | 2 |
配置混合 | -6.07% | 11.29% | 20.69% | 26.61% | 57 |
偏股混合 | -7.09% | 16.14% | 33.10% | 40.61% | 57 |
股票型 | -7.66% | 16.74% | 29.39% | 41.58% | 207 |
数据说明:数据截止3季度末,同时数据剔除近一季度成立的新基金
表2:基金公司各阶段业绩统计
基金公司 | 3季度净值增长 | 近半年净值增长 | 近一年净值增长 | 今年以来净值增长 | 旗下基金数量 |
兴业全球基金 | -2.99% | 25.11% | 44.27% | 56.74% | 3 |
富国基金 | -3.27% | 20.99% | 32.40% | 42.91% | 7 |
新华基金 | -3.55% | 28.72% | 76.93% | 76.20% | 1 |
国海基金 | -3.63% | 12.12% | 26.48% | 33.11% | 4 |
嘉实基金 | -3.92% | 16.80% | 32.54% | 38.57% | 9 |
汇丰晋信基金 | -4.07% | 12.46% | 27.66% | 29.40% | 3 |
银河基金 | -4.13% | 14.12% | 33.15% | 30.90% | 3 |
国泰基金 | -4.15% | 19.34% | 40.74% | 49.04% | 8 |
东方基金 | -4.24% | 15.64% | 33.44% | 32.82% | 3 |
银华基金 | -4.91% | 22.53% | 39.75% | 53.33% | 6 |
光大保德信基金 | -5.06% | 16.91% | 27.87% | 49.03% | 5 |
上投摩根基金 | -5.17% | 21.41% | 31.20% | 41.89% | 5 |
浦银安盛基金 | -5.53% | 19.36% | 33.33% | 42.11% | 1 |
信达澳银基金 | -5.59% | 21.78% | 38.12% | 49.03% | 1 |
国联安基金 | -5.60% | 16.67% | 30.12% | 42.92% | 4 |
泰达荷银基金 | -5.73% | 17.50% | 38.95% | 42.09% | 7 |
华宝兴业基金 | -5.79% | 19.41% | 33.81% | 50.73% | 7 |
诺安基金 | -6.26% | 14.02% | 23.83% | 35.62% | 4 |
建信基金 | -6.35% | 17.84% | 20.49% | 45.28% | 3 |
华安基金 | -6.51% | 18.36% | 28.59% | 48.17% | 7 |
长盛基金 | -6.60% | 14.95% | 30.42% | 37.42% | 6 |
鹏华基金 | -6.86% | 18.59% | 30.54% | 42.40% | 8 |
国投瑞银基金 | -7.09% | 23.17% | 43.34% | 53.60% | 3 |
长城基金 | -7.34% | 18.83% | 26.77% | 43.10% | 6 |
博时基金 | -7.61% | 20.71% | 32.79% | 48.39% | 8 |
中海基金 | -7.71% | 15.47% | 34.42% | 37.25% | 2 |
南方基金 | -7.76% | 13.45% | 23.91% | 32.95% | 10 |
华夏基金 | -7.79% | 21.08% | 47.13% | 52.34% | 9 |
易方达基金 | -7.85% | 15.53% | 28.93% | 40.11% | 12 |
华商基金 | -8.02% | 26.42% | 17.22% | 66.45% | 2 |
天治基金 | -8.07% | 12.58% | 29.66% | 27.78% | 3 |
广发基金 | -8.12% | 18.95% | 37.46% | 50.20% | 8 |
信诚基金 | -8.30% | 16.04% | 41.03% | 42.52% | 3 |
长信基金 | -8.47% | 16.10% | 27.72% | 39.49% | 3 |
摩根华鑫基金 | -8.84% | 7.43% | 18.39% | 30.83% | 2 |
中欧基金 | -8.96% | 12.59% | 16.80% | 42.52% | 1 |
申万巴黎基金 | -9.07% | 12.55% | 21.19% | 32.31% | 5 |
汇添富基金 | -9.15% | 19.99% | 18.16% | 25.59% | 5 |
大成基金 | -9.15% | 18.25% | 30.25% | 48.64% | 9 |
金鹰基金 | -9.18% | 11.01% | 52.11% | 42.71% | 2 |
华富基金 | -9.23% | 6.52% | 14.64% | 29.48% | 2 |
益民基金 | -9.27% | 13.67% | 27.84% | 37.91% | 2 |
海富通基金 | -9.30% | 12.53% | 29.69% | 36.59% | 5 |
中银国际基金 | -9.36% | 14.99% | 32.16% | 36.56% | 3 |
工银瑞信基金 | -9.48% | 14.10% | 17.51% | 37.72% | 5 |
诺德基金 | -9.61% | 13.69% | 19.39% | 37.97% | 1 |
天弘基金 | -9.70% | 9.32% | 0.00% | 9.55% | 1 |
景顺长城基金 | -9.95% | 16.70% | 21.65% | 40.35% | 8 |
东吴基金 | -10.18% | 6.37% | 15.57% | 19.74% | 3 |
交银施罗德基金 | -10.34% | 23.01% | 31.03% | 44.69% | 5 |
泰信基金 | -10.34% | 4.54% | 16.62% | 22.99% | 3 |
融通基金 | -10.50% | 16.28% | 32.23% | 43.24% | 8 |
万家基金 | -10.74% | 14.29% | 32.32% | 44.58% | 3 |
农银汇理基金 | -10.77% | 17.15% | 0.00% | 42.29% | 1 |
招商基金 | -11.11% | 12.28% | 19.95% | 26.52% | 6 |
中邮创业基金 | -12.73% | 12.19% | 50.02% | 56.70% | 2 |
宝盈基金 | -13.30% | 5.30% | 18.75% | 29.43% | 4 |
友邦华泰基金 | -13.64% | 11.46% | 27.03% | 40.96% | 4 |
数据来源:徳圣基金研究中心
数据说明:数据仅统计股票型、偏股混合型基金的业绩,并剔除近一季成立的基金。
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