看过去收益率来选指数基金只能说还没有入门…
三年收益大于52.1%(年化15%基准)的场外开放型指数基金,分布在中证白酒,国证食品,主要消费,上证50,恒生龙头,
三年收益大于33.1%(年化10%基准)的场外开放型指数基金,深证红利,沪深300,基本面60,中证100,保险主题,中证红利,非银etf,基本面120,
五年收益大于101.1%(年化15%基准)的场外开放型指数基金,基本面50,深证红利,上证50(增强),沪深300(增强),中证红利,基本面120,恒生龙头,中证100,国证食品,创业扳指,
五年收益大于61.1%(年化10%基准)的场外开放型指数基金,上证50,沪深300,国证房地产,中证银行,深证100,证券保险,中证白酒,中证消费,
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我们来看下开放型场内指数基金的情况
三年收益大于52.1%(年化15%基准)的场内开放型指数基金,中证白酒B,国证食品,恒生指数B,中证100(增强),保险主题B,中证主要消费,国企指数B,纳指100,金融地产,央视50,银行B,深证红利,
三年收益大于33.1%(年化10%基准)的场内开放型指数基金,恒生etf,标普500,国指etf,沪深300医药,沪深300非银,上证50,金融地产,
························································································································其次,我们来分析下定投的收益情况,通常可以大概看做定投收益是总体收益的一半左右,
长期收益在10-15%,可以折算为每年5-7%左右,三年期15.76-22.50%,五年期27.63-40.26%
三年收益大于22.50%(定投年化7%基准)的场外开放式指数基金,中证白酒,国证食品,中证主要消费,上证50(增强),基本面60,
三年收益大于15.76%(定投年化5%基准)的场外开放式指数基金,深证红利,酒分级,300非银etf,中证食品,央视50,恒生龙头,中证100,沪深300价值,中证证券保险,300金融地产,
五年收益大于40.26%(定投年化7%基准)的场外开放式指数基金,基本面60,上证50(增强),深证红利
五年收益大于27.63%(定投年化5%基准)的场外开放式指数基金,基本面50,央视50,沪深300(包括增强),沪深300价值,恒生龙头,中证红利,基本面120,中证100,金融地产,
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最后,综上所述:
三年收益大于52.1%(年化15%基准),消费行业(食品,白酒),上证50,恒生龙头,
三年收益大于33.1%(年化10%基准),(中证)深证红利,沪深300,中证100,非银etf,基本面60/120,
五年收益大于101.1%(年化15%基准),(中证)深证红利,上证50(增强),沪深300(增强),基本面50/120,恒生龙头,中证100,国证食品,
五年收益大于61.1%(年化10%基准),上证50,深证100,沪深300,金融地产,中证消费(白酒)
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长期来看,那些指数基金是优秀的呢(大于15%);消费(食品,白酒),深证红利,纳指100,上证500(增强),沪深300(增强)
长期来看,那些指数基金是合格的呢(大于10%);上证50,沪深300,地产金融(银行,保险),中证100,深证100,基本面60/120,央视50,恒生国指标普,300医药,创业板指