表現總覽
晨星回報評級無1
年初至今回報率-1.91%
5 年平均回報率6.45%
上升年數17
下跌年數8
1 年最佳總回報率 (2024年6月30日)66.36%
1 年最差總回報 (2024年6月30日)無
3 年最佳總回報率66.36%
3 年最差總回報-8.19%
歷史回報 (%) 對基準
超過 1 年的資料會按年計算。
回報BUFSX類別
年初至今0.00%12.40%
1 個月2.84%3.37%
3 個月-3.35%4.88%
1 年5.06%55.69%
3 年-10.77%19.34%
5 年8.74%20.72%
10 年8.69%13.98%
上一個牛市24.62%27.85%
上一個熊市-19.18%-24.06%
年度總回報 (%) 紀錄
年份BUFSX類別
2024無無
20235.45%無
2022-30.01%無
20214.85%無
202066.36%38.62%
201940.97%27.68%
2018-5.78%-5.76%
201727.07%21.50%
20166.22%11.20%
2015-4.46%-2.41%
2014-6.55%2.44%
201344.15%40.91%
201219.93%13.15%
2011-4.67%-3.55%
201016.59%26.98%
200937.49%35.46%
2008-29.84%-41.55%
2007-0.33%7.59%
200613.95%10.81%
20053.22%6.02%
200428.82%12.41%
200351.23%45.54%
2002-25.75%-27.88%
200131.18%-8.91%
200033.69%-3.85%
199934.79%64.77%
1998無5.23%
過去季度回報率 (%)
年份第 1 季第 2 季第 3 季第 4 季
20244.32%無無無
20235.90%2.40%-9.78%7.79%
2022-15.79%-19.18%3.53%-0.67%
20216.29%8.45%-5.96%-3.28%
2020-19.91%43.88%9.91%31.36%
201921.83%6.44%-3.79%12.99%
20182.32%13.40%7.70%-24.60%
201710.51%5.48%5.02%3.80%
2016-5.72%2.10%10.65%-0.28%
20153.86%0.03%-12.12%4.64%
2014-3.48%-0.86%-7.06%5.08%
20139.80%8.63%12.80%7.14%
201214.48%-0.39%3.24%1.87%
20115.65%-1.70%-22.19%17.98%
201010.77%-11.49%7.80%10.31%
2009-0.98%20.60%15.19%-0.06%
2008-15.27%-0.60%1.93%-18.27%
20073.93%6.25%-2.45%-7.47%
200612.85%-9.40%3.54%7.65%
2005-4.88%4.33%1.64%2.33%
200415.87%-0.32%-3.01%15.00%
2003-6.82%30.38%11.12%12.03%
20025.61%-13.25%-23.00%5.26%
2001-1.77%23.45%-16.18%29.06%
200020.53%1.89%10.08%-1.11%
1999-1.45%15.70%-0.64%18.98%
1998-11.70%15.41%無無
類別排名 (按總回報率)
年初至今91
1 個月83
3 個月87
1 年96
3 年93
5 年48
費用調整後回報率
1 年5.06%
3 年-10.77%
5 年8.74%
10 年8.69%
