statementSaid on 2026-11-10
As of November 9, a batch of medium- and long-term pure bond funds, including 民生加银瑞夏一年定开债 and 中信保诚稳悦, have seen year-to-date returns rise above 10%, even exceeding many equity funds.
A statement by financial_express, said on 2026-11-10. Statements are as reported by the cited publishers — not verified by DecisionGateway.
截至 11 月 9 日,民生加银瑞夏一年定开债、中信保诚稳悦等一批中长期纯债型基金今年以来收益率已升至 10%以上,甚至超过了一众权益类基金。
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The fund's return sources include local government bond coupon income, duration trading in interest rate bonds, leverage carry contribution, and other yield curve opportunity trades.付裕 · statementFrom a valuation and crowding trading perspective, long-end bond yields are already at historical lows and duration is crowded, meaning the risk-reward ratio has declined; once there is a negative disturbance, volatility will significantly amplify.付裕 · statementRokos 宏观对冲基金在10月回撤4.9%。financial_express · statementInvestors who bought 0050 or 00981A with cash absolutely do not need to act and should stick to their long-term ETF strategy, which will bring returns over time.johnstock888 · commitmentRokos 宏观对冲基金年内收益收窄至8%。financial_express · statementOverall, the long-term trend of the bond market is relatively strong, but the pace of phased increases may slow, making range-bound, box-range movements more likely, with pullback opportunities and lower cost-effectiveness of chasing highs.付裕 · prediction
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