请問定期定額美國科技基金? - 基金

By Jack
at 2022-04-22T11:11
at 2022-04-22T11:11
Table of Contents
從去年開始定期定額下列兩檔基金,
最近一直猶豫是否要持續扣款?
近來、半年期及一年期在同類型基金是虧損且排名落後的,
但是二年以上的績效大約維持前1/2的排名又覺得還可以,
畢竟這兩檔風評不錯,經理人至少17年都沒變很穩定,
想请問大家是否该轉換什麼基金嗎?
(一)摩根基金-JPM美國科技(美元)-A股
(1)六個月
績效 -11.08%
排名 111/150
(2)一年
绩效-4.37%
排名104/149
(3)二年收益率
績效75.82%
排名40/124
(4)三年收益率
績效93.73%
排名37/108
(5)五年收益率
績效225.68%
排名4/87
(二)貝萊德世界科技基金A2美元
(1)六個月
績效-14%
排名123/150
(2)一年
績效-6.64%
排名121/149
(3)二年收益率
績效63.66%
排名75/124
(4)三年收益率
績效95.43%
排名39/108
(5)五年收益率
績效217.08%
排名8/87
--
最近一直猶豫是否要持續扣款?
近來、半年期及一年期在同類型基金是虧損且排名落後的,
但是二年以上的績效大約維持前1/2的排名又覺得還可以,
畢竟這兩檔風評不錯,經理人至少17年都沒變很穩定,
想请問大家是否该轉換什麼基金嗎?
(一)摩根基金-JPM美國科技(美元)-A股
(1)六個月
績效 -11.08%
排名 111/150
(2)一年
绩效-4.37%
排名104/149
(3)二年收益率
績效75.82%
排名40/124
(4)三年收益率
績效93.73%
排名37/108
(5)五年收益率
績效225.68%
排名4/87
(二)貝萊德世界科技基金A2美元
(1)六個月
績效-14%
排名123/150
(2)一年
績效-6.64%
排名121/149
(3)二年收益率
績效63.66%
排名75/124
(4)三年收益率
績效95.43%
排名39/108
(5)五年收益率
績效217.08%
排名8/87
--
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基金
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