表現總覽
晨星回報評級無1
年初至今回報率14.84%
5 年平均回報率4.54%
上升年數17
下跌年數9
1 年最佳總回報率 (2024年5月6日)92.26%
1 年最差總回報 (2024年5月6日)無
3 年最佳總回報率92.26%
3 年最差總回報-19.72%
歷史回報 (%) 對基準
超過 1 年的資料會按年計算。
回報BFOCX類別
年初至今13.05%12.31%
1 個月-8.01%6.23%
3 個月12.34%8.63%
1 年48.55%53.90%
3 年-14.94%27.50%
5 年3.65%28.80%
10 年12.20%18.74%
上一個牛市58.74%24.03%
上一個熊市-43.06%-20.41%
年度總回報 (%) 紀錄
年份BFOCX類別
2024無無
202350.20%無
2022-65.06%無
2021-1.38%無
202092.26%55.91%
201940.63%37.49%
201810.02%-3.21%
201744.07%35.35%
2016-0.31%10.84%
201513.32%5.21%
2014-1.36%12.55%
201343.09%35.45%
201220.39%13.08%
2011-7.45%-7.62%
201045.61%20.00%
200983.86%61.99%
2008-57.30%-45.33%
200739.09%16.12%
20064.20%7.08%
200515.48%5.76%
20043.62%4.24%
200366.93%55.77%
2002-59.08%-42.86%
2001-72.17%-36.89%
2000-16.04%-31.36%
1999142.90%129.22%
1998103.96%51.99%
1997無11.81%
過去季度回報率 (%)
年份第 1 季第 2 季第 3 季第 4 季
202422.89%無無無
202322.37%17.57%-10.71%16.92%
2022-23.75%-43.06%-1.27%-18.49%
2021-7.06%7.65%-4.11%2.80%
2020-9.04%41.84%21.93%22.23%
201929.56%1.69%-5.10%12.47%
201812.25%8.84%14.56%-21.39%
201713.80%7.33%9.22%8.00%
2016-7.81%-2.68%12.50%-1.23%
20154.72%8.96%-8.52%8.56%
2014-0.34%3.83%-4.99%0.33%
20133.91%1.58%24.68%8.73%
201228.45%-5.00%7.72%-8.41%
20114.84%1.29%-12.17%-0.77%
20103.58%-1.45%25.00%14.12%
200912.95%26.32%18.15%9.07%
2008-28.38%8.73%-25.38%-26.52%
2007-3.91%10.50%17.34%11.64%
20067.36%-12.85%2.67%8.48%
2005-11.99%3.28%10.85%14.61%
2004-1.73%0.48%-15.45%24.11%
20031.05%32.73%5.87%17.56%
2002-4.62%-38.74%-41.54%19.81%
2001-61.55%17.65%-60.48%55.69%
200039.23%-6.56%19.41%-45.95%
199927.80%1.14%7.44%74.92%
199816.44%13.42%-2.19%57.90%
1997-13.05%無無無
類別排名 (按總回報率)
年初至今6
1 個月90
3 個月5
1 年11
3 年93
5 年92
費用調整後回報率
1 年48.55%
3 年-14.94%
5 年3.65%
10 年12.20%
