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此部份提供每月指標變額型終身壽險(IVL)的15種投資組合之實際投資績效,本公司定義為指標變額型終身壽險(IVL)指標月利率。

指標變額型終身壽險指標月利率

投資組合 年化指標利率 110/11 110/10 110/09 110/08 110/07 110/06 110/05 110/04 110/03 110/02 110/01 109/12 109/11 109/10 109/09 109/08 109/07 109/06
1 7.0687% 0.4456% -2.6756% 0.3758% -4.3471% 0.9206% -0.6386% 0.7313% -0.3257% 0.4037% 1.5943% 4.1860% 6.6127% 0.3719% -2.0124% 2.2170% 5.9847% 3.9444% 2.9668%
2 17.9695% 3.3479% -2.8751% 1.0418% 1.0212% 0.6886% -0.0635% 1.8467% 2.2236% 1.4080% -0.8330% 1.7287% 7.4332% -2.2706% -3.6035% 3.4333% 2.7810% 0.4864% 3.2690%
3 19.2591% 2.8947% -3.4767% 0.3526% 1.8064% 0.2535% 0.3130% 2.5180% 1.0987% 3.9707% -2.2382% 2.3295% 8.4125% -2.5875% -3.7334% 2.2621% 2.1345% 1.4255% 3.1862%
4 -0.7790% 2.3052% -3.4839% -1.7316% -4.8211% 0.3007% 0.0704% 2.9342% -4.3537% -4.4546% 6.0033% 6.9693% 0.3519% 3.0641% -3.4852% 3.2540% 12.5032% 9.1650% -0.1705%
5 38.9897% 5.6149% 4.1261% -1.9582% -2.6911% 0.7213% 1.5582% 0.9816% 1.7429% 7.8998% 0.3243% 1.9802% 14.1849% -3.7775% -7.9987% 1.4810% 0.6445% -0.6407% 3.0263%
6 27.5458% 0.8895% -4.9891% -2.5042% 1.2765% 3.6163% -2.6681% 5.0077% 5.6283% 4.8387% 3.0050% 3.4606% 7.8233% 0.1069% -2.2646% -2.2005% 10.3858% 7.3770% 3.3477%
7 18.8609% 0.7625% -3.1394% -1.1230% -1.1019% 2.5074% -2.5525% 4.7760% -0.2157% 2.1774% 2.6853% 7.2813% 5.9431% 0.6188% -3.0998% 1.1678% 8.0214% 6.8132% 1.4608%
8 24.4916% 1.3874% -3.7935% -0.4218% 1.2445% 1.6927% -1.7425% 5.0490% 2.2454% 4.5813% -0.7372% 4.4139% 8.8243% -1.5446% -3.0325% 1.3393% 5.5514% 3.1245% 2.4412%
9 37.2158% 3.0875% 0.9582% -1.8660% -1.5665% 1.9851% -0.9642% 4.0887% 2.6480% 7.0370% 0.8644% 4.1956% 12.4320% -2.2884% -5.6983% 0.8511% 4.6202% 1.8331% 2.3412%
A 5.2497% 0.5470% -1.2862% -0.3065% 0.2921% 0.3557% -0.8762% 1.2061% 1.2080% 1.1810% 0.4490% 0.7947% 1.6053% -0.0708% -0.5273% -0.6374% 1.7345% 1.5549% 0.4660%
B 13.7373% 1.3910% -3.1920% -0.7427% 0.7537% 0.9128% -2.1671% 3.0387% 3.0437% 2.9760% 1.1460% 2.0103% 4.0368% -0.1534% -1.2948% -1.5699% 4.3599% 3.9108% 1.1886%
C 22.6174% 2.2350% -5.0977% -1.1788% 1.2153% 1.4698% -3.4579% 4.8713% 4.8793% 4.7709% 1.8429% 3.2258% 6.4682% -0.2360% -2.0622% -2.5024% 6.9852% 6.2666% 1.9111%
D 4.7582% 0.5054% -1.3280% -0.3476% 0.2511% 0.3147% -0.9173% 1.1665% 1.1697% 1.1428% 0.4110% 0.7604% 1.5715% -0.1006% -0.5523% -0.6622% 1.7101% 1.5308% 0.4435%
E 13.4072% 1.3650% -3.2181% -0.7684% 0.7281% 0.8872% -2.1927% 3.0140% 3.0197% 2.9521% 1.1223% 1.9889% 4.0157% -0.1721% -1.3104% -1.5854% 4.3446% 3.8957% 1.1745%
F 22.4763% 2.2246% -5.1081% -1.1891% 1.2051% 1.4596% -3.4681% 4.8615% 4.8697% 4.7614% 1.8335% 3.2173% 6.4598% -0.2435% -2.0684% -2.5086% 6.9791% 6.2606% 1.9055%
G 2.7601% 0.6057% -1.4676% 0.3675% 0.2260% 1.3153% -0.7027% 1.0976% -0.4846% -0.3464% 0.0214% 0.7984% 1.3366% -0.9555% -0.2668% 0.6940% 0.6022% -0.2568% 1.3934%
H 8.1100% 1.6157% -3.5672% 1.0194% 0.6655% 3.3887% -1.6562% 2.8418% -1.1160% -0.7709% 0.1483% 2.0837% 3.4285% -2.3092% -0.5966% 1.8050% 1.5748% -0.5732% 3.5491%
I 13.5055% 2.6257% -5.6668% 1.6712% 1.1049% 5.4621% -2.6097% 4.5859% -1.7474% -1.1953% 0.2751% 3.3689% 5.5203% -3.6628% -0.9264% 2.9159% 2.5473% -0.8896% 5.7048%
J 4.6488% 0.4602% -1.3208% -0.3538% 0.2453% 0.3099% -0.9149% 1.1441% 1.1852% 1.0582% 0.4164% 0.7464% 1.6189% -0.0764% -0.5223% -0.6765% 1.7284% 1.5438% 0.4508%
K 13.3342% 1.3368% -3.2136% -0.7722% 0.7245% 0.8842% -2.1912% 3.0000% 3.0294% 2.8993% 1.1256% 1.9801% 4.0453% -0.1569% -1.2916% -1.5944% 4.3561% 3.9038% 1.1791%
L 22.4450% 2.2133% -5.1063% -1.1906% 1.2037% 1.4584% -3.4675% 4.8559% 4.8735% 4.7403% 1.8348% 3.2138% 6.4716% -0.2374% -2.0609% -2.5122% 6.9837% 6.2638% 1.9073%
M 2.6523% 0.5605% -1.4604% 0.3613% 0.2203% 1.3105% -0.7003% 1.0752% -0.4691% -0.4309% 0.0268% 0.7844% 1.3840% -0.9312% -0.2368% 0.6796% 0.6205% -0.2438% 1.4006%
N 8.0390% 1.5875% -3.5627% 1.0155% 0.6619% 3.3857% -1.6547% 2.8278% -1.1064% -0.8237% 0.1516% 2.0749% 3.4581% -2.2940% -0.5779% 1.7960% 1.5862% -0.5651% 3.5537%
O 13.4755% 2.6144% -5.6650% 1.6697% 1.1034% 5.4609% -2.6091% 4.5803% -1.7436% -1.2165% 0.2764% 3.3654% 5.5321% -3.6568% -0.9189% 2.9124% 2.5519% -0.8864% 5.7067%
P 1.5712% 0.5353% -0.6115% 0.0782% 0.0294% 0.2457% -0.1708% 0.1473% 0.2816% 0.1285% -0.1839% 0.1730% 0.9150% -0.4771% -0.6938% 0.4410% 0.4963% -0.0257% 0.5291%
Q 1.4644% 0.4901% -0.6043% 0.0721% 0.0236% 0.2409% -0.1684% 0.1249% 0.2970% 0.0439% -0.1785% 0.1590% 0.9624% -0.4528% -0.6638% 0.4267% 0.5146% -0.0128% 0.5364%
R 5.1520% 1.4398% -1.4268% 0.2963% 0.1738% 0.7147% -0.3264% 0.4660% 0.7994% 0.4164% -0.3651% 0.5202% 2.3745% -1.1132% -1.6642% 1.1726% 1.3100% 0.0044% 1.3885%
S 5.0830% 1.4116% -1.4223% 0.2924% 0.1702% 0.7117% -0.3249% 0.4520% 0.8090% 0.3635% -0.3617% 0.5115% 2.4041% -1.0981% -1.6454% 1.1637% 1.3214% 0.0125% 1.3930%
T 8.8107% 2.3443% -2.2421% 0.5143% 0.3182% 1.1837% -0.4820% 0.7847% 1.3171% 0.7042% -0.5462% 0.8674% 3.8339% -1.7493% -2.6345% 1.9042% 2.1236% 0.0345% 2.2478%
U 8.7822% 2.3330% -2.2403% 0.5127% 0.3168% 1.1825% -0.4814% 0.7791% 1.3210% 0.6831% -0.5449% 0.8639% 3.8457% -1.7433% -2.6270% 1.9006% 2.1282% 0.0378% 2.2496%
V 15.6311% 3.4505% -3.4612% 0.8887% 1.1661% 1.1182% -0.8052% 1.6041% 1.4303% 0.6130% -0.2861% 1.9025% 7.3423% -1.8900% -3.4061% 3.3205% 2.1746% 0.2360% 3.3360%
W 15.6009% 3.4392% -3.4594% 0.8872% 1.1647% 1.1170% -0.8046% 1.5985% 1.4342% 0.5919% -0.2847% 1.8990% 7.3542% -1.8840% -3.3986% 3.3169% 2.1792% 0.2393% 3.3379%

註:

  1. IVL的預定月利率為0.3073%
  2. 年化指標利率係指過去12個月之年化報酬率
IVL投資組合一覽表
投資
組合
元大全球ETF成長組合基金 元大全球ETF穩健組合基金 元大全球不動產證券化基金A類型 保德信大中華基金 保德信全球資源基金 保德信全球醫療生化基金 保德信金平衡基金 保德信金滿意基金 保德信高成長基金 保德信新興趨勢組合基金 保德信瑞騰基金 保德信策略成長ETF組合基金 貨幣帳戶 群益亞太新趨勢平衡基金
1 - - - - - - - - - 80% 20% - - -
2 - - - - - - - - - - 20% 80% - -
3 - - 80% - - - - - - - 20% - - -
4 - - - 80% - - - - - - 20% - - -
5 - - - - 80% - - - - - 20% - - -
6 - - - - - - - - 80% - 20% - - -
7 - - - - - - 50% - - - - - - 50%
8 - - 50% - - - 50% - - - - - - -
9 - - - - 50% - 50% - - - - - - -
D - - - - - - - 20% - - - - 80% -
E - - - - - - - 50% - - - - 50% -
F - - - - - - - 80% - - - - 20% -
G - - - - - 20% - - - - - - 80% -
H - - - - - 50% - - - - - - 50% -
I - - - - - 80% - - - - - - 20% -
K - - - - - - - 50% - - 50% - - -
L - - - - - - - 80% - - 20% - - -
N - - - - - 50% - - - - 50% - - -
O - - - - - 80% - - - - 20% - - -
P - 20% - - - - - - - - - - 80% -
Q - 20% - - - - - - - - 80% - - -
R - 50% - - - - - - - - - - 50% -
S - 50% - - - - - - - - 50% - - -
T - 80% - - - - - - - - - - 20% -
U - 80% - - - - - - - - 20% - - -
V 80% - - - - - - - - - - - 20% -
W 80% - - - - - - - - - 20% - - -