香港股市 將收市，收市時間：3 小時 47 分鐘

美洲華盛頓互惠基金 (AWSHX)

Nasdaq - Nasdaq 延遲價格。貨幣為 USD。
加入追蹤清單
60.20-0.12 (-0.20%)
收市：08:01PM EDT

表現總覽

晨星回報評級無1
年初至今回報率5.81%
5 年平均回報率11.68%
上升年數56
下跌年數15
1 年最佳總回報率 (2024年4月23日)31.91%
1 年最差總回報 (2024年4月23日)無
3 年最佳總回報率31.91%
3 年最差總回報7.99%

歷史回報 (%) 對基準

超過 1 年的資料會按年計算。
回報AWSHX類別
年初至今9.14%14.84%
1 個月3.43%1.65%
3 個月9.14%7.55%
1 年26.54%40.47%
3 年11.51%16.77%
5 年13.02%16.15%
10 年11.37%13.21%
上一個牛市37.22%24.09%
上一個熊市-11.25%-17.61%

年度總回報 (%) 紀錄

年份
AWSHX類別
2024
無無
2023
17.22%無
2022
-8.47%無
2021
28.50%無
2020
7.74%15.83%
2019
25.54%28.78%
2018
-2.92%-6.27%
2017
20.19%20.44%
2016
13.41%10.37%
2015
-0.17%-1.07%
2014
11.22%10.96%
2013
31.91%31.50%
2012
12.50%14.96%
2011
7.05%-1.27%
2010
13.34%14.01%
2009
18.98%28.17%
2008
-33.10%-37.79%
2007
3.97%6.16%
2006
18.04%14.17%
2005
3.55%5.88%
2004
9.92%10.02%
2003
25.83%27.05%
2002
-14.85%-22.25%
2001
1.51%-13.50%
2000
9.06%-6.31%
1999
1.16%20.16%
1998
19.37%22.39%
1997
33.29%28.37%
1996
20.18%20.76%
1995
41.22%32.35%
1994
0.49%-0.93%
1993
13.05%10.21%
1992
9.10%7.00%
1991
23.49%30.90%
1990
-3.81%-3.13%
1989
28.96%25.43%
1988
17.66%14.20%
1987
1.42%3.78%
1986
22.52%16.30%
1985
32.17%28.28%
1984
8.42%2.28%
1983
26.38%20.83%
1982
34.69%25.29%
1981
7.51%-0.24%
1980
24.02%30.03%
1979
14.37%25.65%
1978
8.05%10.59%
1977
-3.85%-0.63%
1976
31.20%24.80%
1975
44.91%32.01%
1974
-17.58%-25.16%
1973
-9.23%-19.25%
1972
8.91%12.34%
1971
11.98%15.82%
1970
9.36%-5.17%
1969
-14.14%-11.83%
1968
23.84%11.51%
1967
26.07%24.64%
1966
-8.07%-3.44%
1965
17.78%17.03%
1964
17.51%12.60%
1963
16.83%15.07%
1962
-6.49%-15.05%
1961
26.71%23.44%
1960
-0.23%1.95%
1959
12.94%12.48%
1958
49.39%39.58%
1957
-11.94%-11.84%
1956
13.93%6.58%
1955
25.12%17.92%
1954
56.69%46.40%
1953
-1.45%-1.36%
1952
無11.61%

過去季度回報率 (%)

年份第 1 季第 2 季第 3 季第 4 季
20249.14%無無無
20231.10%6.49%-2.16%11.28%
2022-1.97%-11.25%-6.08%12.01%
20218.52%6.31%-0.45%11.88%
2020-21.53%16.46%5.82%11.41%
201910.35%4.05%1.62%7.59%
2018-1.39%2.62%5.77%-9.30%
20174.33%2.49%5.59%6.45%
20161.82%3.47%1.90%5.63%
20150.22%-1.20%-6.04%7.30%
20141.88%4.55%0.95%3.43%
20139.60%4.69%4.69%9.81%
20127.70%-0.53%4.60%0.40%
20116.29%1.71%-11.29%11.63%
20103.94%-10.33%12.03%8.55%
2009-13.23%12.97%12.90%7.52%
2008-7.97%-4.60%-4.49%-20.22%
20070.94%6.71%1.80%-5.18%
20064.44%0.69%5.55%6.35%
2005-1.43%1.38%2.00%1.59%
20041.62%1.36%0.30%6.40%
2003-4.92%15.94%1.25%12.73%
20023.63%-7.36%-17.90%8.04%
2001-1.53%4.17%-7.41%6.89%
2000-0.82%-3.05%6.50%6.51%
19990.22%9.39%-9.39%1.83%
199812.24%0.34%-7.01%13.98%
19973.10%14.44%7.62%4.97%
19964.03%2.98%3.77%8.11%
19959.60%7.89%10.44%8.14%
1994-5.04%2.60%3.92%-0.75%
19937.00%1.95%3.76%-0.12%
1992-1.27%3.54%3.07%3.54%
199110.96%0.38%4.90%5.69%
1990-3.70%2.46%-13.13%12.21%
19897.21%8.93%9.43%0.91%
19887.53%6.42%0.40%2.41%
198714.51%5.00%4.15%-19.01%
198615.63%4.77%-4.36%5.74%
19857.78%8.97%-3.72%16.87%
1984-3.70%-2.16%10.82%3.84%
198311.80%8.43%1.57%2.65%
1982-0.42%1.51%12.85%18.07%
198110.38%1.03%-9.38%6.39%
1980-5.27%11.43%11.48%5.39%
19798.46%1.14%7.96%-3.42%
1978-2.59%6.74%10.96%-6.34%
1977-3.61%2.88%-4.58%1.61%
197618.74%3.46%0.88%5.87%
197523.54%14.57%-5.76%8.63%
19740.25%-10.19%-14.92%7.59%
1973-8.94%-7.25%10.45%-2.69%
19722.88%-4.41%2.76%7.77%
19719.03%0.55%0.42%1.71%
19702.00%-17.20%16.92%10.75%
1969-2.69%-5.92%-3.90%-2.41%
1968-5.08%14.49%7.81%5.70%
196712.33%4.53%8.42%-0.98%
1966-1.40%-5.24%-8.00%6.94%
19657.11%-3.84%7.76%6.11%
19646.16%3.49%5.89%1.01%
19636.53%6.24%1.15%2.06%
1962-0.34%-17.76%2.94%10.84%
196113.13%0.98%4.03%6.63%
1960-8.13%3.13%-3.89%9.55%
19594.78%5.56%-1.75%3.92%
19587.51%10.47%12.08%12.22%
1957-2.91%5.92%-9.42%-5.47%
19568.07%-0.64%-0.29%6.41%
19555.09%10.03%0.13%8.07%
195411.96%10.51%10.72%14.37%
1953-3.31%-3.65%-1.53%7.42%
19527.92%無無無

類別排名 (按總回報率)

年初至今71
1 個月40
3 個月71
1 年64
3 年21
5 年68

費用調整後回報率

1 年19.27%
3 年9.33%
5 年11.69%
10 年10.71%