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*獎項資料來源:財團法人台北金融研究發展基金會,2015/3、2016/3。
*獎項資料來源:財團法人台北金融研究發展基金會,2015/3、2016/3。
70%
100%
%
RR1~RR2 RR3~RR4RR5
Lipper 2020/12/31
( : 00847B)
2021 01
36
38
40
42
44
46
48
2019/7 2019/10 2020/1 2020/4 2020/7 2020/10
3 6 1 2 3
-1.83 -2.36 -1.40 NA NA -1.40 -2.12
CA UNVHGR 6.55 05/15/2048 6.84%Regents of the UC Medical Center
Pooled Revenue
TX NRTTRN 6.72 01/01/2049 5.59%
CALTEC 4.321 08/01/45 5.09%
MASSIN 4.678 07/01/14 4.85%
IL CHITRN 6.9 12/01/2040 4.50%
AHSCRP 5.024 07/01/45 4.40%
TOLHOS 5.75 11/15/38 3.48%
KPERM 4.15 05/01/47 3.43%
NWUNI 3.662 12/01/57 2017 3.34%
NSHRLI 3.979 11/01/46 3.06%
1.57%
98.43%
0% 50% 100%
1.57%
0.65%
16.93%
21.46%
26.16%
33.23%
0% 20% 40% 60%
1.57%
7.65%
37.39%
53.39%
0% 20% 40% 60%
A
AA
AAA
*獎項資料來源:財團法人台北金融研究發展基金會,2015/3、2016/3。
www.ctbcinvestments.com mops.twse.com.tw
( ETF
) (
)
(1)
( )
(2)
(3)
/
BLOOMBERG® BARCLAYS®
ETF
( )
/ 188 12 / 02-2652-6688 499 9 1 / 04-2372-5199
( : 00847B)
= 100%( )*100%
( ) (( + )/ -1)*100%www.ctbcinvestments.com
ETF
A- 12 43 98.43% 2.37% 0.92% 17.89
12 0.80% 15bps
12 FOMC 12 2.3
12 10
7bps 30 7bps 1 FED
FED
2021 01
( ) ( )
2020/10 0.30200 3.25% 0.80% -5.08%
2020/07 0.23900 2.41% 0.60% 5.98%
2020/04 0.27800 2.96% 0.73% -12.85%
2020/01 0.29300 2.73% 0.68% 7.57%
2019/10 0.72500 7.05% 1.79% NA
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