20年分级基金的历史模拟数据


 

 时间 小康 远见 上证
1990 1.000 1.000 1.000
1991 1.251 1.406 1.329
1992 2.053 4.165 3.058
1993 3.671 14.791 8.164
1994 4.072 15.195 8.721
1995 3.099 11.564 6.637
1996 2.674 9.979 5.728
1997 3.702 19.338 9.515
1998 4.612 26.729 12.501
1999 4.395 25.472 11.913
2000 5.266 30.383 14.242
2001 6.988 51.897 21.613
2002 5.527 41.051 17.096
2003 4.533 33.661 14.019
2004 5.272 35.429 15.531
2005 4.455 29.938 13.123
2006 4.112 27.633 12.113
2007 6.816 83.740 28.393
2008 10.169 198.277 54.794
2009 3.569 69.595 19.233
2010 5.110 148.008 34.219

 

 时间 年定投 小康 远见1 远见2 上证 到期收益
1990 1000 1.000 1.000 148.000 1.000 148000.00
1991 1200 1.251 1.406 105.284 1.329 126340.39
1992 1400 2.053 4.165 35.533 3.058 49746.39
1993 1600 3.671 14.791 10.006 8.164 16009.74
1994 1900 4.072 15.195 9.740 8.721 18505.86
1995 2200 3.099 11.564 12.799 6.637 28157.47
1996 2600 2.674 9.979 14.831 5.728 38559.68
1997 3100 3.702 19.338 7.653 9.515 23725.03
1998 3700 4.612 26.729 5.537 12.501 20487.42
1999 4400 4.395 25.472 5.810 11.913 25564.97
2000 5200 5.266 30.383 4.871 14.242 25330.02
2001 6200 6.988 51.897 2.852 21.613 17681.18
2002 7400 5.527 41.051 3.605 17.096 26679.32
2003 8800 4.533 33.661 4.397 14.019 38691.18
2004 10500 5.272 35.429 4.177 15.531 43861.81
2005 12600 4.455 29.938 4.944 13.123 62288.96
2006 15100 4.112 27.633 5.356 12.113 80875.28
2007 18100 6.816 83.740 1.767 28.393 31989.44
2008 21700 10.169 198.277 0.746 54.794 16197.57
2009 26000 3.569 69.595 2.127 19.233 55291.23
2010 31200 5.110 148.008 1.000 34.219 31198.37
  185900         925181.30