What is the return rate of fund companies in recent ten years?
The following are the top 50 earnings of fund companies in the past decade:
Source: Tian Tian Fund Network (as of 2022. 1.4)
The data shows that Galaxy Fund has become the champion of the absolute income list of equity funds in the last decade, and the average income of equity funds in recent years 10 reached 562.34%, ranking first among 64 funds. It is also the only fund company in 10 with a yield of over 500%.
Xing Zheng Global Fund followed closely, ranking second among 64 funds with 479.83% income. CEIBS Fund ranks third among 64 fund companies with a yield of 436. 14%. Wells Fargo Fund, Huitianfu, Nord, Jing Shun Great Wall and HSBC Jintrust ranked fourth to eighth, and the overall income of these fund companies all exceeded 400%. In addition, the absolute returns of stock funds such as Xinhua, CITIC Prudential, Guolian 'an, Bank of China, Golden Eagle, Wanjia, Guohai Franklin, E Fund and Bank of Communications Schroeder in recent 10 years also exceeded 340%.
Judging from the scale of fund companies, Haitong Securities has specially set the absolute income rankings of stock funds, large fund companies, medium fund companies and small fund companies.
Judging from the performance of 10 in recent years, the average income of large fund companies is higher than that of small and medium-sized fund companies, in which the average income of large fund companies in recent years is 349.7%, while that of small and medium-sized funds is only 268. 18% and 262.24%. This also shows that the strong investment and research strength of large fund companies can enable fund companies to seize market opportunities in time and obtain better returns, and the "Matthew effect" is obvious.
In the past two years, head fund companies such as E Fund, Xing Zheng Global, Guo Fu, CEIBS, Huitianfu, Jing Shun Great Wall and Bank of Communications Schroeder have a good appeal, and the new fund issuance momentum is strong, and funds are flowing to such "head companies".
Many investors tend to ignore the indicators of fund companies when choosing funds, so they choose with reference to other indicators. In fact, fund companies are also an important reference index for selecting funds. Investors should take this index into account when choosing the base, and understand the situation of fund companies. Generally speaking, fund companies are strong, so the performance of funds is usually not bad.