表現總覽
晨星回報評級無1
年初至今回報率2.82%
5 年平均回報率7.61%
上升年數18
下跌年數7
1 年最佳總回報率 (2024年5月2日)48.99%
1 年最差總回報 (2024年5月2日)無
3 年最佳總回報率48.99%
3 年最差總回報2.58%
歷史回報 (%) 對基準
超過 1 年的資料會按年計算。
回報BPSCX類別
年初至今-0.20%26.79%
1 個月-5.17%-1.77%
3 個月3.61%4.45%
1 年16.52%71.02%
3 年1.48%9.35%
5 年7.15%12.17%
10 年6.66%9.95%
上一個牛市22.56%28.07%
上一個熊市-12.23%-24.24%
年度總回報 (%) 紀錄
年份BPSCX類別
2024無無
202316.36%無
2022-11.70%無
202125.53%無
20201.30%4.02%
201927.71%21.43%
2018-16.56%-15.46%
20179.50%8.54%
201625.68%25.99%
2015-4.56%-6.71%
20143.90%3.34%
201334.40%36.22%
201222.54%16.00%
2011-3.67%-4.45%
201018.24%26.17%
200948.99%31.32%
2008-34.82%-32.24%
2007-7.56%-6.08%
200615.66%16.27%
20057.54%6.40%
200416.47%21.14%
200352.90%42.38%
2002-15.94%-10.12%
200147.49%15.92%
200044.41%18.64%
19996.25%6.78%
1998無-6.93%
過去季度回報率 (%)
年份第 1 季第 2 季第 3 季第 4 季
20245.24%無無無
20232.18%2.63%-0.08%11.05%
2022-2.31%-12.23%-5.70%9.21%
202118.15%5.29%-2.50%3.50%
2020-39.01%21.43%5.39%29.78%
201911.69%4.05%1.75%8.00%
2018-1.79%3.97%0.78%-18.91%
20170.08%1.79%4.29%3.06%
20161.74%2.12%8.84%11.15%
20153.30%0.63%-10.06%2.08%
20141.23%3.28%-6.67%6.48%
201310.18%1.73%10.95%8.07%
201212.90%-3.03%8.30%3.35%
20117.62%-1.94%-20.47%14.77%
20109.27%-10.58%5.42%14.79%
2009-12.73%29.32%23.84%6.60%
2008-9.25%-3.21%0.85%-26.42%
20072.48%4.10%-8.28%-5.53%
20067.92%-4.48%1.43%10.62%
2005-3.30%4.44%4.25%2.15%
20048.57%-1.22%-4.61%13.86%
2003-5.82%29.19%8.91%15.39%
20026.46%-2.59%-21.19%2.85%
200114.99%22.15%-14.87%23.35%
20008.88%8.26%12.72%8.69%
1999-7.97%18.11%-4.62%2.48%
1998-23.30%6.39%無無
類別排名 (按總回報率)
年初至今35
1 個月26
3 個月23
1 年41
3 年68
5 年63
費用調整後回報率
1 年16.52%
3 年1.48%
5 年7.15%
10 年6.66%
