表現總覽
晨星回報評級無1
年初至今回報率0.50%
5 年平均回報率3.04%
上升年數24
下跌年數5
1 年最佳總回報率 (2024年4月18日)61.74%
1 年最差總回報 (2024年4月18日)無
3 年最佳總回報率61.74%
3 年最差總回報-1.62%
歷史回報 (%) 對基準
超過 1 年的資料會按年計算。
回報AGDAX類別
年初至今1.96%3.62%
1 個月1.48%1.08%
3 個月1.96%2.50%
1 年13.19%14.69%
3 年2.54%6.16%
5 年3.56%6.21%
10 年3.56%5.48%
上一個牛市13.06%11.96%
上一個熊市-10.74%-7.27%
年度總回報 (%) 紀錄
年份AGDAX類別
2024無無
202314.33%無
2022-11.83%無
20214.92%無
20202.91%4.91%
201913.67%12.62%
2018-5.78%-2.59%
20177.91%6.47%
201615.17%13.30%
2015-3.98%-4.01%
20143.22%1.11%
20136.61%6.90%
201218.54%14.67%
20112.07%2.83%
201016.81%14.24%
200961.74%46.70%
2008-26.52%-26.41%
20077.29%1.47%
200611.85%10.14%
200510.16%2.59%
200411.09%9.99%
200338.42%24.36%
200218.70%-1.52%
20016.10%2.39%
200014.47%-7.12%
199926.71%5.05%
1998-22.06%-0.13%
19978.92%13.27%
199639.36%13.49%
199525.42%17.30%
1994無-3.04%
過去季度回報率 (%)
年份第 1 季第 2 季第 3 季第 4 季
20241.96%無無無
20232.99%1.99%1.31%7.45%
2022-4.40%-10.74%-1.34%4.73%
20210.04%3.70%0.75%0.38%
2020-18.73%11.74%4.75%8.18%
20195.91%2.97%1.13%3.07%
2018-0.78%-1.36%1.33%-4.99%
20173.58%1.82%2.10%0.22%
20163.46%4.75%4.41%1.78%
20151.58%-0.19%-3.88%-1.48%
20143.17%2.47%-1.27%-1.10%
20133.23%-1.45%1.76%2.99%
20126.64%1.26%5.67%3.89%
20113.26%1.25%-7.28%5.28%
20105.72%-0.54%8.35%2.52%
20094.39%23.93%18.52%5.48%
2008-2.25%0.67%-9.21%-17.75%
20072.57%0.33%2.32%1.90%
20061.80%-2.33%6.65%5.48%
2005-1.21%5.76%3.84%1.54%
20043.62%-6.49%8.77%5.40%
200310.35%13.77%3.07%6.97%
20029.45%-6.14%-2.36%18.34%
20011.01%4.93%-8.38%9.26%
200010.27%-0.51%3.37%0.94%
19992.70%4.60%0.39%17.49%
19985.15%-9.80%-28.68%15.22%
1997-0.60%11.00%6.09%-6.95%
19964.91%9.18%12.65%8.00%
1995-15.47%26.16%5.95%11.01%
1994-3.26%11.11%-11.11%無
類別排名 (按總回報率)
年初至今25
1 個月11
3 個月25
1 年7
3 年32
5 年55
費用調整後回報率
1 年8.38%
3 年1.06%
5 年2.67%
10 年3.11%
