沪深300指数与组合收益率的历年对比分析
| 年份 | 沪深300指数 | 组合收益率 | 超额收益 |
|---|---|---|---|
| 2012 | +7.60% | +3.70% | -3.90% |
| 2013 | -7.70% | +23.90% | +31.60% |
| 2014 | +51.80% | +20.80% | -31.00% |
| 2015 | +5.60% | +48.10% | +42.50% |
| 2016 | -11.00% | +0.40% | +11.40% |
| 2017 | +21.80% | +31.60% | +9.80% |
| 2018 | -25.30% | -31.40% | -6.10% |
| 2019 | +36.10% | +42.10% | +6.00% |
| 2020 | +27.20% | +50.30% | +23.10% |
| 2021 | -5.20% | +7.00% | +12.20% |
| 2022 | -21.60% | -20.30% | +1.30% |
| 2023 | -11.40% | -10.70% | +0.70% |
| 2024 | +14.90% | +5.50% | -9.40% |
| 指标 | 沪深300指数 | 组合收益率 | 超额收益 |
|---|---|---|---|
| 累计 | +68.90% | +257.60% | +188.70% |
| 年化 | +4.10% | +10.30% | +6.20% |