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个人跨年封闭式基金池修订版（以到期年限为序）
基金 |
1周 |
1月 |
3月 |
6月 |
1年 |
折价 |
夏普 |
回撤 |
到期 |
流动 |
东证睿泽 |
4.56% |
11.50% |
25.46% |
48.98% |
65.59% |
-1.89% |
2.40 |
19.48% |
0.09 |
优 |
添富悦享 |
4.12% |
6.09% |
5.42% |
22.78% |
34.69% |
-3.40% |
1.73 |
11.91% |
0.09 |
一般 |
中欧远见 |
3.67% |
13.05% |
21.55% |
29.35% |
54.85% |
-1.83% |
2.31 |
17.82% |
0.31 |
一般 |
南方瑞合 |
4.95% |
9.77% |
12.42% |
17.53% |
39.79% |
-5.63% |
1.68 |
19.19% |
0.68 |
一般 |
泓德丰泽 |
4.57% |
16.00% |
14.45% |
41.84% |
76.88% |
-0.71% |
2.73 |
19.96 |
1.24 |
一般 |
社会责任 |
5.93% |
18.47% |
44.07% |
57.37% |
93.88% |
-5.69% |
2.42 |
26.98 |
1.29 |
优 |
安信价值 |
3.50% |
2.69% |
13.06% |
29.21% |
-5.08% |
1.33 |
一般 |
|||
76鹏华 |
3.18% |
10.58% |
11.74% |
16.32% |
49.65% |
-9.68% |
2.32 |
13.63% |
1.44 |
优 |
78广发 |
4.01% |
11.44% |
9.48% |
18.53% |
84.61% |
-10.46% |
2.34 |
23.57% |
1.44 |
优 |
75万家 |
3.90% |
11.34% |
12.98% |
23.84% |
52.77% |
-10.63% |
1.98 |
17.46% |
1.45 |
优 |
81中欧 |
3.67% |
13.05% |
21.55% |
29.35% |
54.85% |
-9.80% |
2.31 |
17.82% |
1.49 |
优 |
82博时 |
4.88% |
12.74% |
16.51% |
27.59% |
68.68% |
-10.10% |
2.09 |
19.99% |
1.49 |
优 |
83银华 |
2.57% |
15.71% |
13.01% |
22.41% |
74.08% |
-8.34% |
2.24 |
21.17% |
1.51 |
优 |
80中金 |
3.68% |
11.29% |
12.11% |
19.12% |
47.75% |
-11.56% |
2.21 |
11.31% |
1.53 |
优 |
85财通 |
3.79% |
5.43% |
8.97% |
9.37% |
46.29% |
-12.14 |
1.34 |
29.06% |
1.53 |
优 |
79大成 |
6.83% |
15.57% |
15.60% |
23.34% |
85.52% |
-10.69% |
2.85 |
14.72% |
1.53 |
优 |
嘉实瑞享 |
5.93% |
11.68% |
20.85% |
36.08% |
55.97% |
-3.31% |
2.06 |
21.00% |
1.63 |
一般 |
嘉实瑞虹 |
4.70% |
11.02% |
21.57% |
35.05% |
46.77% |
-4.77% |
1.81 |
17.86% |
1.68 |
良 |
东证睿玺 |
3.60% |
3.69% |
12.27% |
31.27% |
44.73% |
-2.36% |
1.78 |
19.32% |
2.91 |
良 |
个人LOF基金池修订版（2021年1月1日）
基金 |
1周 |
1月 |
3月 |
6月 |
1年 |
2年 |
夏普 |
回撤 |
流动 |
兴全合宜 |
3.53% |
6.97% |
15.98% |
37.44% |
71.77% |
135.13% |
2.54 |
17.47% |
优 |
兴全模式 |
3.19% |
5.69% |
16.71% |
35.43% |
72.10% |
175.53% |
2.54 |
15.51% |
优 |
兴全趋势 |
3.70% |
2.94% |
11.70% |
27.83% |
48.03% |
111.12% |
2.10 |
13.12% |
优 |
兴全轻资 |
4.79% |
5.13% |
12.53% |
21.84% |
40.07% |
98.13% |
1.67 |
16.12% |
良 |
兴全绿色 |
3.90% |
4.13% |
13.04% |
28.91% |
55.56% |
142.51% |
2.19 |
18.62% |
一般 |
中欧瑞丰 |
3.32% |
6.78% |
22.42% |
36.99% |
52.49% |
143.82% |
2.26 |
15.56% |
一般 |
中欧成长 |
3.94$ |
13.41% |
13.95% |
22.57% |
67.56% |
170.19% |
2.43 |
16.59% |
一般 |
富国天惠 |
3.21% |
7.88% |
12.22% |
28.82% |
58.68% |
157.31% |
2.27 |
16.82% |
优 |
东证睿丰 |
3.48% |
5.09% |
20.90% |
45.71% |
47.78% |
114.51% |
1.91 |
19.67% |
良 |
东证睿华 |
4.55% |
11.84% |
20.96% |
37.23% |
42.20% |
114.56% |
1.67 |
20.28% |
一般 |
东证睿满 |
5.56% |
10.39% |
29.10% |
53.42% |
72.36% |
155.64% |
2.38 |
21.53% |
一般 |
广发小盘 |
3.04% |
12.74% |
12.81% |
18.07% |
74.32% |
236.76% |
2.10 |
23.03% |
优 |
银华内需 |
2.70% |
4.06% |
6.00% |
6.51% |
50.46% |
201.46% |
1.40 |
19.78% |
优 |
景顺鼎益 |
6.21% |
21.28% |
27.28% |
61.69% |
93.03% |
226.34% |
2.78 |
15.74% |
优 |
万家优选 |
4.96% |
6.62% |
18.18% |
21.07% |
96.95% |
273.87% |
2.30 |
23.10% |
优 |
南方天元 |
3.32% |
7.49% |
9.46% |
16.91% |
60.93% |
144.36% |
2.43 |
11.55% |
优 |
博时主题 |
3.99% |
7.00% |
17.59% |
25.60% |
32.28% |
87.25% |
1.46 |
15.81% |
优 |
说明：1.表格所选的都是场内交易活跃度在一般以上的。“流动”指的是场内交易时的活跃度。有些基金虽然日交易量过百万，但进出阶梯比较陡峭，且量太少，交易起来比较麻烦。2.“回撤”指的是近一年这只基金净值的最大回撤。一般来说，回撤大的基金风格比较鲜明激进，能赚也敢亏。如果在它们大跌时敢于加仓，或许会有不俗收益。3.“到期”指的是封闭式基金的到期年限。通常来说，年限久的基金折价高，但也不尽然，像科创富国、泓德丰泽这样的优质基金，市场很吝啬的，不会轻易给出与其他俗物基金同样的折价。不过，有折价还是好的，毕竟多了一个安全垫。在净值增长与折价之间，个人认为净值增长为王，折价为辅。一只基金如果既有增长又有折价，那就是市场的恩赐了，得好好珍惜这样的机会。4.夏普比率，当然是越高越好。5.业绩方面，个人认为1月-1年的比较有参考价值。在这当中每个阶段都稳步前行、起伏较少的基金，就是能够让人安心持有的基金。在这当中，再根据1周-1月的净值表现换基，就更是锦上添花了。
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