| 基金代码 | 基金全名 | 基金简称 | 基金类型 |
|---|---|---|---|
| 000376 | 华安中证细分医药交易型开放式指数证券投资基金联接基金 | 华安中证细分医药ETF联接C | 场外基金 |
| 000373 | 华安中证细分医药交易型开放式指数证券投资基金联接基金 | 华安中证细分医药ETF联接A | 场外基金 |
| 512120 | 华安中证细分医药交易型开放式指数证券投资基金 | 华安中证细分医药ETF | 场内基金 |
当前策略在细分医药指数（000814）上展现了卓越的风险调整后收益，年化收益率达到6.28%，同时最大回撤仅为12.00%，夏普比率高达31.90%，波动率较低为8.34%，这些指标表明该策略在有效控制下行风险的同时获得了可观的回报，适合医药行业这种兼具防御性和成长性的领域。与其他策略相比，当前策略在夏普比率和最大回撤方面表现更优，提供了更稳定的投资体验，且持仓占比为10.07%，操作频率相对适中，减少了频繁交易带来的成本和不确定性，符合中长线投资风格追求稳健和较少操作的需求。综合评估指数数据和个人偏好，当前策略在收益性、安全性和操作性上达到最佳平衡，是实施长期投资的理想选择。
起始日期：2016-04-01
结束日期：2024-04-01
| date | price | type | amount | value |
|---|---|---|---|---|
| 2016-04-20 | 7543.6109 | buy | 13.256251061411453 | 100000.0 |
| 2016-05-06 | 7413.0854 | sell | 13.256251061411453 | 98269.72120208375 |
| 2016-09-12 | 8379.4223 | buy | 11.7275055109806 | 98269.72120208375 |
| 2016-10-14 | 8622.5903 | sell | 11.7275055109806 | 101121.47526217788 |
| 2016-12-12 | 8321.6149 | buy | 12.15166484839113 | 101121.47526217788 |
| 2017-01-06 | 8349.371 | sell | 12.15166484839113 | 101458.75808687629 |
| 2017-06-05 | 8893.3232 | buy | 11.408419080830917 | 101458.75808687627 |
| 2017-06-14 | 9122.4882 | sell | 11.408419080830917 | 104073.16844553489 |
| 2017-11-23 | 9930.378 | buy | 10.480282668548456 | 104073.16844553489 |
| 2017-12-15 | 9978.1364 | sell | 10.480282668548456 | 104573.68997733248 |
| 2018-04-17 | 10369.3103 | buy | 10.08492242510406 | 104573.6899773325 |
| 2018-04-26 | 10723.2824 | sell | 10.08492242510406 | 108143.47114648367 |
| 2019-05-06 | 9070.96 | buy | 11.921943338575375 | 108143.47114648367 |
| 2019-07-04 | 9127.98 | sell | 11.921943338575375 | 108823.26035564924 |
| 2019-08-05 | 8513.34 | buy | 12.782675231536533 | 108823.26035564922 |
| 2019-08-21 | 9217.09 | sell | 12.782675231536533 | 117819.06804984307 |
| 2021-06-16 | 15290.38 | buy | 7.705437539802351 | 117819.06804984307 |
| 2021-06-30 | 16372.39 | sell | 7.705437539802351 | 126156.42852228461 |
| 2021-07-26 | 13939.31 | buy | 9.050406980136364 | 126156.42852228461 |
| 2021-08-06 | 14731.89 | sell | 9.050406980136364 | 133329.6000866011 |
| 2022-03-08 | 10270.48 | buy | 12.981827537427765 | 133329.6000866011 |
| 2022-03-22 | 11464.97 | sell | 12.981827537427765 | 148836.2632617832 |
| 2022-09-05 | 9582.51 | buy | 15.532074922101119 | 148836.2632617832 |
| 2022-10-19 | 9612.55 | sell | 15.532074922101119 | 149302.8467924431 |
| 2022-12-19 | 9448.69 | buy | 15.801433510089028 | 149302.8467924431 |
| 2023-01-11 | 10299.83 | sell | 15.801433510089028 | 162752.07891022027 |