从GLOBEFUND数据统计(每月10日后出笼),得到基金和板块三月业绩表现如下.
1. TSX板块.
Index Name | March | Rank | YTD(%) | YTD Rank |
S&P/TSX Capped Cons Discretionary | 1.53% | 6 | 4.29 | 5 |
S&P/TSX Capped Cons Staples | -1.30% | 10 | -0.91 | 9 |
S&P/TSX Capped Divers Metals & Mining | 5.17% | 1 | 7.26 | 1 |
S&P/TSX Capped Energy | 3.09% | 2 | 0.41 | 8 |
S&P/TSX Capped Financials | 1.79% | 4 | 2.21 | 7 |
S&P/TSX Capped Gold | -5.19% | 12 | -6.01 | 13 |
S&P/TSX Capped Health Care | -0.99% | 8 | -3.62 | 12 |
S&P/TSX Capped Income Trust | -1.44% | 11 | -1 | 10 |
S&P/TSX Capped Industrials | 0.69% | 7 | 7.25 | 2 |
S&P/TSX Capped Info Tech | -6.16% | 14 | -1.49 | 11 |
S&P/TSX Capped Materials | -1.22% | 9 | 2.98 | 6 |
S&P/TSX Capped Real Estate Index | -5.50% | 13 | 4.4 | 4 |
S&P/TSX Capped Telecom Services | 2.70% | 3 | 7.01 | 3 |
S&P/TSX Capped Utilities | 1.78% | 5 | -6.89 | 14 |
2. 基金指数:
Index Name | March | March Rank | YTD(%) | YTD Rank |
BMO Nesbitt Burns Cdn Small Cap Index | 1.30% | 7 | 6.01 | 1 |
Globe Alternative Strategies Peer Index | 0.34% | 15 | 1.44 | 16 |
Globe Asia ex-Japan Equity Peer Index | 2.07% | 4 | 1.68 | 13 |
Globe Asia/Pacific RIM Peer Index | -0.63% | 26 | 0.51 | 25 |
Globe Canadian Balanced Peer Index | 0.36% | 13 | 1.24 | 19 |
Globe Canadian Bond Peer Index | -0.31% | 21 | 0.6 | 24 |
Globe Canadian Equity Peer Index | 1.31% | 6 | 2.42 | 9 |
Globe Canadian Equity Pure Peer Index | 1.22% | 9 | 2.59 | 7 |
Globe Cdn Dividend and Eq Inc Peer Index | 0.99% | 10 | 1.68 | 13 |
Globe Cdn Income Balanced Peer Index | 0.35% | 14 | 1.54 | 15 |
Globe Cdn Income Trusts Peer Index | 0.05% | 18 | 2.76 | 6 |
Globe Cdn Short Tm Bond & Mtg Peer Index | 0.10% | 17 | 0.71 | 23 |
Globe Cdn Small Cap Equity Peer Indx | 1.69% | 5 | 5.37 | 2 |
Globe Emerging Markets Equity Peer Index | 2.87% | 2 | 1.34 | 17 |
Globe European Equity Peer Index | 2.69% | 3 | 4.04 | 3 |
Globe Financial Services Peer Index | -0.01% | 19 | -0.44 | 30 |
Globe Foreign Bond Peer Index | -0.71% | 27 | 0.46 | 27 |
Globe Global Balanced Peer Index | 0.30% | 16 | 1.12 | 20 |
Globe Global Equity Peer Index | 0.90% | 11 | 1.88 | 11 |
Globe Health Care Peer Index | -0.52% | 25 | 1.31 | 18 |
Globe High Yield Bond Peer Index | -0.34% | 23 | 1.81 | 12 |
Globe International Equity Peer Index | 1.29% | 8 | 2.46 | 8 |
Globe Japanese Equity Peer Index | -2.28% | 30 | 0.51 | 25 |
Globe Natural Resources Peer Index | 2.88% | 1 | 3.43 | 4 |
Globe North American Equity Peer Index | 0.90% | 12 | 2.31 | 10 |
Globe Precious Metals Peer Index | -2.06% | 29 | 0.84 | 21 |
Globe Real Estate Peer Index | -0.88% | 28 | 3.24 | 5 |
Globe Science and Technology Peer Index | -0.42% | 24 | 0.75 | 22 |
Globe Specialty or Misc. Peer Index | -0.32% | 22 | 0.17 | 28 |
Globe U.S. Equity Peer Index | -0.24% | 20 | -0.03 | 29 |
3. 金山最优组合基金.
基金名 | 三月业绩 | YTD 业绩 |
金山最优组合基金 | 1.24% | 0.43% |
TSX | 0.96% | 1.99% |