华夏兴华混合怎么样
How is Huaxia Xinghua Hybrid Fund?
华夏兴华混合基金是一只备受关注的投资产品。它成立于 2013 年 4 月 12 日,业绩比较基准为沪深 300 指数×70%+上证国债指数×30%。
The Huaxia Xinghua Hybrid Fund is an investment product that has attracted much attention. It was established on April 12, 2013, and its performance benchmark is 70% of the CSI 300 Index + 30% of the Shanghai Stock Exchange Government Bond Index.
从过往业绩来看,华夏兴华混合基金有着较为出色的表现。前身是成立于 1998 年的华夏兴华封闭,是国内最早的一批规范运作的封闭式基金产品,成立至今总投资回报率已经高达 26 倍,在同期所有封闭式基金中排名第一。老产品 2013 年 4 月转型为华夏兴华混合,成立至今净值增长 93.49%,年化回报 33.87%,同类型排名里也非常靠前。
In terms of past performance, the Huaxia Xinghua Hybrid Fund has had a relatively outstanding performance. Its predecessor was the Huaxia Xinghua Closed-End Fund established in 1998, which was one of the earliest batch of closed-end fund products with standardized operations in China. The total investment return rate has been as high as 26 times since its establishment, ranking first among all closed-end funds in the same period. The old product was transformed into the Huaxia Xinghua Hybrid Fund in April 2013. Since its establishment, the net value has increased by 93.49%, and the annualized return is 33.87%, which is also very high in the same type ranking.
然而,基金的表现并非一直稳定向上。近期,华夏兴华混合的净值有所波动。例如,2024 年 8 月 20 日,其净值下跌 1.63%。今年以来收益为-21.91%,近一月收益为-9.66%,近一年收益为-28.20%,近三年收益为-48.51%。
However, the performance of the fund has not been consistently stable and upward. Recently, the net value of the Huaxia Xinghua Hybrid has fluctuated. For example, on August 20, 2024, its net value fell by 1.63%. The return since the beginning of this year is -21.91%, the return in the recent month is -9.66%, the return in the recent year is -28.20%, and the return in the recent three years is -48.51%.
基金经理的能力对基金的表现也有着重要影响。华夏兴华混合基金经理的选股能力良好,但择时能力较差。
The ability of the fund manager also has an important impact on the performance of the fund. The fund manager of the Huaxia Xinghua Hybrid Fund has good stock selection ability but poor timing ability.
总体而言,华夏兴华混合基金具有一定的投资潜力,但投资者在选择时需要综合考虑其过往业绩、近期表现、基金经理能力以及自身的风险承受能力等因素。
Overall, the Huaxia Xinghua Hybrid Fund has certain investment potential, but investors need to comprehensively consider factors such as its past performance, recent performance, the ability of the fund manager, and their own risk tolerance when making a choice.