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。
保單服務 |
指標變額型終身壽險指標月利率
| 投資組合 | 年化指標利率 | 113/04 | 113/03 | 113/02 | 113/01 | 112/12 | 112/11 | 112/10 | 112/09 | 112/08 | 112/07 | 112/06 | 112/05 | 112/04 | 112/03 | 112/02 | 112/01 | 111/12 | 111/11 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 7.7249% | 1.9672% | 3.8641% | -1.3051% | 1.6469% | 2.8987% | -2.6145% | -1.8350% | -3.4177% | 5.3146% | 3.2785% | -1.8168% | -0.0674% | 1.9669% | -4.3426% | 4.5600% | -2.8399% | 7.0930% | -0.5355% |
| 2 | 19.9578% | 3.0312% | 4.2581% | 1.8771% | 1.9117% | 3.5610% | -2.0030% | -2.5018% | -1.1054% | 3.3535% | 5.1755% | -0.4510% | 1.5768% | 2.3174% | -1.3910% | 3.3061% | -3.6828% | 0.8714% | 5.3825% |
| 3 | 15.1694% | 3.1742% | 2.3384% | -1.3838% | 5.0821% | 4.8683% | -2.3041% | -4.5083% | -0.2154% | 2.5170% | 4.9166% | -0.9290% | 1.1845% | -0.8680% | -3.7806% | 5.0410% | -2.8985% | 0.9289% | 4.4797% |
| 4 | -6.3794% | 0.9685% | 7.3319% | -3.0715% | -2.3340% | 0.6532% | -2.7726% | -2.3208% | -3.7784% | 2.6030% | 2.5721% | -3.2881% | -2.5231% | 1.9629% | -4.0374% | 4.2247% | -0.4861% | 5.9524% | -7.7107% |
| 5 | 15.3222% | 7.0954% | 2.1547% | 0.1512% | 0.0761% | -0.1821% | -4.0939% | 2.9640% | 1.0146% | 5.6123% | 6.8488% | -7.6816% | 1.3913% | -2.0100% | -2.1731% | 2.5872% | -3.1632% | 0.9738% | 14.0262% |
| 6 | 28.1631% | 0.3670% | 5.2845% | 1.1079% | 3.7742% | 9.0904% | -4.1507% | -0.1860% | -0.9999% | 2.6769% | 3.6804% | 8.8987% | -3.4975% | 1.4398% | 3.4737% | 4.5317% | -4.9883% | 11.3948% | -4.3903% |
| 7 | 12.5250% | 1.6626% | 6.3652% | 0.0840% | 1.5336% | 5.3622% | -3.9897% | -2.5267% | -3.0943% | 4.2200% | 3.0778% | 1.5847% | -1.7954% | 1.6736% | 0.0435% | 3.9963% | -4.0134% | 6.5920% | -2.4628% |
| 8 | 21.0941% | 2.5740% | 4.3566% | 0.4338% | 4.8790% | 6.4197% | -3.1819% | -3.3450% | -1.1784% | 2.9188% | 4.3812% | 1.4865% | 0.0961% | 0.0359% | -0.2575% | 5.0340% | -3.6224% | 5.9377% | 0.2613% |
| 9 | 21.5648% | 5.0247% | 4.2418% | 1.3932% | 1.7502% | 3.2632% | -4.3005% | 1.3252% | -0.4096% | 4.8534% | 5.5889% | -2.7339% | 0.2254% | -0.6779% | 0.7472% | 3.5004% | -3.7878% | 5.9658% | 6.2279% |
| A | 8.3044% | 0.0547% | 1.6498% | 0.6530% | 0.8310% | 2.3723% | -1.0725% | -0.1499% | 0.0929% | 1.0096% | 1.4156% | 1.6091% | -0.4067% | 0.6391% | 1.1710% | 0.9580% | -1.0208% | 2.8650% | -1.2733% |
| B | 20.6144% | 0.0604% | 4.0480% | 1.5559% | 2.0009% | 5.8543% | -2.7578% | -0.4512% | 0.1558% | 2.4476% | 3.4625% | 3.9462% | -1.0934% | 1.5361% | 2.8658% | 2.3333% | -2.5989% | 7.1155% | -3.2301% |
| C | 33.8839% | 0.0660% | 6.4462% | 2.4588% | 3.1708% | 9.3362% | -4.4431% | -0.7524% | 0.2187% | 3.8855% | 5.5093% | 6.2833% | -1.7800% | 2.4331% | 4.5606% | 3.7085% | -4.1770% | 11.3660% | -5.1869% |
| D | 7.8056% | 0.0210% | 1.6164% | 0.6198% | 0.7979% | 2.3393% | -1.1059% | -0.1836% | 0.0592% | 0.9687% | 1.3744% | 1.5581% | -0.4709% | 0.5759% | 1.1075% | 0.8938% | -1.0785% | 2.8064% | -1.3327% |
| E | 20.2700% | 0.0393% | 4.0271% | 1.5352% | 1.9803% | 5.8337% | -2.7787% | -0.4723% | 0.1348% | 2.4220% | 3.4367% | 3.9144% | -1.1335% | 1.4966% | 2.8261% | 2.2932% | -2.6350% | 7.0789% | -3.2673% |
| F | 33.7320% | 0.0575% | 6.4378% | 2.4505% | 3.1626% | 9.3280% | -4.4514% | -0.7609% | 0.2103% | 3.8752% | 5.4990% | 6.2706% | -1.7960% | 2.4173% | 4.5447% | 3.6925% | -4.1914% | 11.3514% | -5.2018% |
| G | 5.0306% | 0.6513% | 1.2805% | 1.1941% | 0.8766% | -0.0550% | -0.3143% | -0.3190% | 0.2265% | -0.3733% | 1.0831% | -0.5888% | 1.2853% | 0.2598% | -0.2286% | -0.3568% | -0.0348% | -0.0598% | 1.4599% |
| H | 12.8402% | 1.6152% | 3.1876% | 2.9710% | 2.1771% | -0.1523% | -0.7998% | -0.8107% | 0.5528% | -0.9329% | 2.7086% | -1.4529% | 3.2570% | 0.7063% | -0.5141% | -0.8333% | -0.0257% | -0.0866% | 3.7143% |
| I | 21.0276% | 2.5790% | 5.0946% | 4.7479% | 3.4775% | -0.2495% | -1.2852% | -1.3023% | 0.8791% | -1.4924% | 4.3341% | -2.3170% | 5.2286% | 1.1528% | -0.7996% | -1.3097% | -0.0166% | -0.1134% | 5.9686% |
| J | 8.4172% | -0.0494% | 1.6126% | 0.6209% | 0.7843% | 2.4430% | -1.1281% | 0.0476% | 0.3652% | 0.9800% | 1.3692% | 1.5694% | -0.4515% | 0.6223% | 1.1707% | 0.9933% | -0.9805% | 2.8947% | -1.5406% |
| K | 20.6937% | -0.0048% | 4.0248% | 1.5359% | 1.9718% | 5.8985% | -2.7926% | -0.3278% | 0.3260% | 2.4291% | 3.4335% | 3.9214% | -1.1213% | 1.5256% | 2.8657% | 2.3554% | -2.5737% | 7.1341% | -3.3972% |
| L | 33.9195% | 0.0399% | 6.4369% | 2.4508% | 3.1592% | 9.3539% | -4.4570% | -0.7031% | 0.2868% | 3.8781% | 5.4977% | 6.2734% | -1.7911% | 2.4289% | 4.5606% | 3.7174% | -4.1669% | 11.3734% | -5.2538% |
| M | 5.6295% | 0.5809% | 1.2768% | 1.1952% | 0.8630% | 0.0487% | -0.3366% | -0.0878% | 0.5325% | -0.3619% | 1.0779% | -0.5775% | 1.3047% | 0.3062% | -0.1653% | -0.2572% | 0.0632% | 0.0285% | 1.2520% |
| N | 13.2428% | 1.5712% | 3.1852% | 2.9717% | 2.1686% | -0.0875% | -0.8137% | -0.6662% | 0.7441% | -0.9258% | 2.7054% | -1.4459% | 3.2691% | 0.7353% | -0.4746% | -0.7711% | 0.0356% | -0.0315% | 3.5843% |
| O | 21.2005% | 2.5614% | 5.0936% | 4.7482% | 3.4741% | -0.2236% | -1.2907% | -1.2445% | 0.9556% | -1.4896% | 4.3328% | -2.3142% | 5.2335% | 1.1644% | -0.7838% | -1.2849% | 0.0079% | -0.0914% | 5.9166% |
| P | 2.7644% | 0.7171% | 0.4993% | 0.2789% | 0.4451% | 0.5202% | -0.4284% | -0.5026% | -0.2354% | 0.5708% | 0.8116% | -0.2287% | 0.2936% | 0.4528% | -0.3196% | 0.2817% | -0.6379% | 0.1698% | 0.7705% |
| Q | 3.3518% | 0.6467% | 0.4956% | 0.2801% | 0.4315% | 0.6239% | -0.4506% | -0.2714% | 0.0706% | 0.5821% | 0.8064% | -0.2174% | 0.3130% | 0.4992% | -0.2563% | 0.3812% | -0.5399% | 0.2580% | 0.5626% |
| R | 6.9468% | 1.7795% | 1.2346% | 0.6831% | 1.0983% | 1.2858% | -1.0850% | -1.2698% | -0.6019% | 1.4272% | 2.0297% | -0.5526% | 0.7778% | 1.1888% | -0.7416% | 0.7630% | -1.5335% | 0.4874% | 1.9909% |
| S | 7.3303% | 1.7355% | 1.2322% | 0.6838% | 1.0898% | 1.3506% | -1.0989% | -1.1253% | -0.4106% | 1.4343% | 2.0264% | -0.5456% | 0.7899% | 1.2178% | -0.7021% | 0.8252% | -1.4722% | 0.5425% | 1.8609% |
| T | 11.2279% | 2.8419% | 1.9698% | 1.0873% | 1.7515% | 2.0514% | -1.7415% | -2.0370% | -0.9683% | 2.2836% | 3.2477% | -0.8765% | 1.2619% | 1.9247% | -1.1636% | 1.2442% | -2.4290% | 0.8049% | 3.2112% |
| U | 11.3880% | 2.8243% | 1.9688% | 1.0875% | 1.7481% | 2.0773% | -1.7471% | -1.9792% | -0.8918% | 2.2865% | 3.2464% | -0.8737% | 1.2668% | 1.9363% | -1.1478% | 1.2691% | -2.4045% | 0.8270% | 3.1592% |
| V | 17.7111% | 2.6699% | 3.5221% | 1.2957% | 1.8343% | 3.2304% | -1.8051% | -2.2590% | -1.3599% | 3.4090% | 4.8524% | -0.2053% | 1.5278% | 2.8836% | -1.5608% | 3.0904% | -4.3914% | 0.6276% | 4.9250% |
| W | 17.8805% | 2.6523% | 3.5211% | 1.2959% | 1.8309% | 3.2564% | -1.8107% | -2.2012% | -1.2834% | 3.4118% | 4.8511% | -0.2025% | 1.5326% | 2.8952% | -1.5450% | 3.1153% | -4.3669% | 0.6497% | 4.8730% |
註：
- IVL的預定月利率為0.3073%
- 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 | PGIM 保德信大中華基金 |
PGIM 保德信全球資源基金 |
PGIM 保德信 全球醫療生化基金 |
PGIM 保德信金平衡基金 |
PGIM 保德信金滿意基金 |
PGIM 保德信高成長基金 |
PGIM 保德信 新興趨勢組合基金 |
PGIM 保德信瑞騰 基金 |
PGIM 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% | - | - | - |
