本周中证500指数-3.07%，16只符合条件的指数增强基金平均收益-2.17%，但平均超额+0.75%，超额中位数+0.77%。其中 13 只基金跑赢基准（占比 81.2%），整体在调整市中体现出一定的超额防御能力。
| 排名 | 基金简称 | 本周收益 | 本周超额 |
|---|---|---|---|
| 1 | 西部利得中证500指数增强A | 1.19% | 4.11% |
| 2 | 广发中证500指数增强A | 0.08% | 3.00% |
| 3 | 申万菱信中证500指数增强A | 0.04% | 2.96% |
| 4 | 易方达中证500量化增强A | -1.50% | 1.42% |
| 5 | 国投瑞银中证500指数量化增强A | -1.68% | 1.24% |
| 排名 | 基金简称 | 本周收益 | 本周超额 |
|---|---|---|---|
| 1 | 天弘中证500指数增强A | -7.84% | -4.92% |
| 2 | 博道中证500指数增强A | -3.86% | -0.94% |
| 3 | 华夏中证500指数智选增强A | -2.92% | 0.00% |
| 4 | 建信中证500指数增强A | -2.65% | 0.27% |
| 5 | 南方中证500量化增强A | -2.60% | 0.32% |
本周中证500指数-3.07%，16只样本基金平均收益-2.17%，平均超额+0.75%，超额中位数+0.77%，13只（81.2%）跑赢基准。其中 西部利得中证500指数增强A（007751）本周超额最高，达 +4.11%；天弘中证500指数增强A（009707）本周超额最低，为 -4.92%。
西部利得中证500指数增强A（007751）本周收益 +1.19%，在 16 只基金中排名第一，但近一年收益 2.86%；而 天弘中证500指数增强A（009707）本周收益 -7.84%，排名末位，但近一年收益 93.37%。这说明短期一周表现与长期业绩并不完全一致，需避免以单周排名判断基金优劣。
从近一年风险调整后收益看，天弘中证500指数增强A（009707）Sharpe 比率为 1.99，在样本中最高；中欧中证500指数增强A（014537）Sharpe 比率为 -0.39，风险调整后收益最弱。投资者在关注收益的同时，应重视波动与回撤控制。
西部利得中证500指数增强A（007751）近一年波动率 8.58%、最大回撤 9.00%，为样本中波动相对较小的品种；博道中证500指数增强A（010646）近一年波动率达 49.88%、最大回撤 44.55%，弹性较大。
景顺长城中证500指数增强A（002311）在本周、本月、近三月、近六月、近一年各期限超额收益均为正，体现出较强的超额稳定性。投资者在选择指增产品时，可重点关注各期限超额持续性较好的品种。
本周中证500调整中，指数增强基金整体展现超额防御能力。风险偏好较高、追求弹性可关注 天弘中证500指数增强A；偏好稳健可关注 西部利得中证500指数增强A；看重超额稳定性可重点关注 景顺长城中证500指数增强A。建议结合自身风险承受能力，避免仅依据单周排名进行决策。
点击表头可按对应列排序。
| 排名 | 基金简称 | 规模(亿) | 日收益 | 本周收益 | 本周超额 | 本月收益 | 近三月收益 | 近三月超额 | 近六月收益 | 近六月超额 | 近一年收益 | 近一年超额 | Sharpe | 最大回撤 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 西部利得中证500指数增强A 007751 |
23.32 | 0.40% | 1.19% | 4.11% | 0.07% | 3.13% | 6.83% | -0.64% | 6.55% | 2.86% | -10.68% | 0.11 | 9.00% |
| 2 | 广发中证500指数增强A 006454 |
nan | 0.04% | 0.08% | 3.00% | 0.04% | 0.35% | 4.05% | 1.17% | 8.36% | 1.93% | -11.61% | 0.00 | 0.26% |
| 3 | 申万菱信中证500指数增强A 010257 |
0.3485 | 0.00% | 0.04% | 2.96% | 0.00% | 0.37% | 4.07% | 0.99% | 8.18% | 1.99% | -11.55% | 1.30 | 1.63% |
| 4 | 易方达中证500量化增强A 007943 |
0.7736 | -0.41% | -1.50% | 1.42% | -1.88% | 0.94% | 4.64% | -4.89% | 2.30% | 12.74% | -0.80% | 0.50 | 15.90% |
| 5 | 国投瑞银中证500指数量化增强A 009608 |
2.52 | -0.77% | -1.68% | 1.24% | -1.98% | 2.39% | 6.09% | 3.19% | 10.38% | 29.66% | 16.12% | 1.24 | 14.61% |
| 6 | 平安中证500指数增强A 005113 |
9.13 | -0.18% | -1.70% | 1.22% | -1.57% | -5.63% | -1.93% | -2.38% | 4.81% | 9.84% | -3.70% | 0.39 | 13.34% |
| 7 | 嘉实中证500指数增强A 006593 |
16.0 | -0.95% | -2.03% | 0.89% | -2.31% | 1.97% | 5.67% | 1.63% | 8.82% | 20.66% | 7.12% | 0.82 | 16.86% |
| 8 | 景顺长城中证500指数增强A 002311 |
1.99 | -0.64% | -2.08% | 0.84% | -2.01% | 3.59% | 7.29% | 1.59% | 8.78% | 21.47% | 7.93% | 0.94 | 13.41% |
| 9 | 中欧中证500指数增强A 014537 |
0.0024 | -0.57% | -2.22% | 0.70% | -1.63% | -13.69% | -9.99% | -11.06% | -3.87% | -9.16% | -22.70% | -0.39 | 31.65% |
| 10 | 富国中证500指数增强(LOF)A 161017 |
37.76 | -0.77% | -2.33% | 0.59% | -1.96% | -4.27% | -0.57% | -7.11% | 0.08% | 8.06% | -5.48% | 0.31 | 15.90% |
| 11 | 招商中证500指数增强A 004194 |
11.28 | -0.98% | -2.56% | 0.36% | -2.39% | -4.29% | -0.59% | -7.63% | -0.44% | 7.66% | -5.88% | 0.23 | 22.59% |
| 12 | 南方中证500量化增强A 002906 |
3.59 | -1.00% | -2.60% | 0.32% | -2.39% | -1.66% | 2.04% | -4.97% | 2.22% | 14.08% | 0.54% | 0.51 | 17.94% |
| 13 | 建信中证500指数增强A 005994 |
9.64 | -0.98% | -2.65% | 0.27% | -2.57% | 2.35% | 6.05% | 1.44% | 8.63% | 21.01% | 7.47% | 0.84 | 14.00% |
| 14 | 华夏中证500指数智选增强A 007028 |
21.37 | -0.93% | -2.92% | 0.00% | -2.48% | -2.20% | 1.50% | -5.06% | 2.13% | 17.42% | 3.88% | 0.64 | 17.45% |
| 15 | 博道中证500指数增强A 010646 |
0.7542 | -0.72% | -3.86% | -0.94% | -2.30% | -21.41% | -17.71% | 12.26% | 19.45% | 40.40% | 26.86% | 0.81 | 44.55% |
| 16 | 天弘中证500指数增强A 009707 |
77.7 | -4.52% | -7.84% | -4.92% | -5.98% | 9.82% | 13.52% | 41.83% | 49.02% | 93.37% | 79.83% | 1.99 | 33.57% |
注：Sharpe = 近一年年化收益 / 近一年年化波动率；Calmar = 近一年年化收益 / |近一年最大回撤|。本报告采用简化口径以便横向比较。
| 排名 | 基金简称 | 近一年收益 | 近一年超额 | 波动率 | 最大回撤 | Sharpe | Calmar |
|---|---|---|---|---|---|---|---|
| 1 | 天弘中证500指数增强A | 93.37% | 79.83% | 48.21% | 33.57% | 1.99 | 2.92 |
| 2 | 申万菱信中证500指数增强A | 1.99% | -11.55% | 4.21% | 1.63% | 1.30 | 4.58 |
| 3 | 国投瑞银中证500指数量化增强A | 29.66% | 16.12% | 23.32% | 14.61% | 1.24 | 2.12 |
| 4 | 景顺长城中证500指数增强A | 21.47% | 7.93% | 21.75% | 13.41% | 0.94 | 1.67 |
| 5 | 建信中证500指数增强A | 21.01% | 7.47% | 23.73% | 14.00% | 0.84 | 1.56 |
| 6 | 嘉实中证500指数增强A | 20.66% | 7.12% | 23.72% | 16.86% | 0.82 | 1.28 |
| 7 | 博道中证500指数增强A | 40.40% | 26.86% | 49.88% | 44.55% | 0.81 | 0.95 |
| 8 | 华夏中证500指数智选增强A | 17.42% | 3.88% | 25.14% | 17.45% | 0.64 | 1.04 |
| 9 | 南方中证500量化增强A | 14.08% | 0.54% | 24.67% | 17.94% | 0.51 | 0.82 |
| 10 | 易方达中证500量化增强A | 12.74% | -0.80% | 22.27% | 15.90% | 0.50 | 0.83 |
| 11 | 平安中证500指数增强A | 9.84% | -3.70% | 20.89% | 13.34% | 0.39 | 0.77 |
| 12 | 富国中证500指数增强(LOF)A | 8.06% | -5.48% | 20.41% | 15.90% | 0.31 | 0.53 |
| 13 | 招商中证500指数增强A | 7.66% | -5.88% | 25.86% | 22.59% | 0.23 | 0.35 |
| 14 | 西部利得中证500指数增强A | 2.86% | -10.68% | 8.58% | 9.00% | 0.11 | 0.33 |
| 15 | 广发中证500指数增强A | 1.93% | -11.61% | 0.38% | 0.26% | 0.00 | 7.56 |
| 16 | 中欧中证500指数增强A | -9.16% | -22.70% | 29.30% | 31.65% | -0.39 | -0.30 |
点击表头可按对应列排序；缺失数据表示该基金当年尚无完整净值记录。
| 排名 | 基金简称 | 2023收益 | 2023超额 | 2024收益 | 2024超额 | 2025收益 | 2025超额 |
|---|---|---|---|---|---|---|---|
| 1 | 博道中证500指数增强A 010646 |
-26.78% | -18.38% | 29.16% | 23.60% | 102.54% | 69.65% |
| 2 | 天弘中证500指数增强A 009707 |
-9.59% | -1.19% | 52.97% | 47.41% | 71.34% | 38.45% |
| 3 | 招商中证500指数增强A 004194 |
-1.16% | 7.24% | 7.31% | 1.75% | 39.15% | 6.26% |
| 4 | 国投瑞银中证500指数量化增强A 009608 |
-4.99% | 3.41% | 9.00% | 3.44% | 37.68% | 4.79% |
| 5 | 建信中证500指数增强A 005994 |
-7.19% | 1.21% | 10.23% | 4.67% | 36.56% | 3.67% |
| 6 | 华夏中证500指数智选增强A 007028 |
-6.40% | 2.00% | 6.72% | 1.16% | 36.15% | 3.26% |
| 7 | 南方中证500量化增强A 002906 |
-8.59% | -0.19% | -0.30% | -5.86% | 35.35% | 2.46% |
| 8 | 嘉实中证500指数增强A 006593 |
-6.25% | 2.15% | 10.19% | 4.63% | 34.16% | 1.27% |
| 9 | 易方达中证500量化增强A 007943 |
-2.52% | 5.88% | 10.41% | 4.85% | 32.71% | -0.18% |
| 10 | 景顺长城中证500指数增强A 002311 |
-6.79% | 1.61% | 4.81% | -0.75% | 32.21% | -0.68% |
| 11 | 平安中证500指数增强A 005113 |
-13.09% | -4.69% | 17.28% | 11.72% | 32.16% | -0.73% |
| 12 | 富国中证500指数增强(LOF)A 161017 |
-2.93% | 5.47% | 2.81% | -2.75% | 24.46% | -8.43% |
| 13 | 西部利得中证500指数增强A 007751 |
6.44% | 14.84% | 22.58% | 17.02% | 11.40% | -21.49% |
| 14 | 中欧中证500指数增强A 014537 |
-29.17% | -20.77% | -1.31% | -6.87% | 10.30% | -22.59% |
| 15 | 申万菱信中证500指数增强A 010257 |
0.05% | 8.45% | 6.38% | 0.82% | 3.89% | -29.00% |
| 16 | 广发中证500指数增强A 006454 |
2.63% | 11.03% | 2.17% | -3.39% | 0.14% | -32.75% |
本周中证500指数-3.07%，16只符合条件的中证500指数增强基金平均收益-2.17%，但平均超额+0.75%，超额中位数+0.77%，整体跑赢基准。从风险收益特征看，样本内基金分化明显：天弘中证500指数增强A风险调整后收益占优；西部利得中证500指数增强A波动回撤相对可控；景顺长城中证500指数增强A各期限超额持续性较好。建议投资者结合自身风险偏好选择，不宜仅凭单周排名做决策。