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冠军轮流做 基金业绩稳定性差 被引量:1

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摘要 97只运作满三年的偏股型开放式基金三年算术平均年化回报率为40.56%,高于沪深300指数的36.87%,基金整体跑赢大盘.40只股票型基金算术平均年化回报率为40.59%,57只混合型基金的算术平均年化回报率为40.55%,二者差异微乎其微.多数年度明星基金的长期表现并不尽如人意,短期绩效评估的参考价值有限。
作者 赵迪
出处 《股市动态分析》 2008年第34期54-55,共2页 Stock Market Trend Analysis Weekly
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同被引文献11

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  • 7Gaspar J M,Massa M,Matos P.Favoritism in mutual fund families? Evidence on strategic cross-fund subsidization[J].Journal of Finance,2006,2(1):73-104.
  • 8Guedj I,Papastaikoudi J.Can mutual fund families affect the performance of their funds[R].EFMA 2004 Basel Meetings Paper,2005.
  • 9Zhao X.Why are some mutual funds closed to new investors[J].Journal of Banking and Finance,2004,28(8):1867-1887.
  • 10张为群.克隆明星基金的收益与风险分析[J].证券市场导报,2007(8):63-69. 被引量:4

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