香港股市 已收市

Fidelity Financial Trust - Fidelity Independence Fund (FDFFX)

Nasdaq - Nasdaq 延遲價格。貨幣為 USD。
加入追蹤清單
44.99+0.79 (+1.79%)
收市：09:01PM EDT

表現總覽

晨星回報評級★★
年初至今回報率9.70%
5 年平均回報率7.39%
上升年數30
下跌年數7
1 年最佳總回報率 (2019年2月3日)40.22%
1 年最差總回報 (2019年2月3日)-48.09%
3 年最佳總回報率40.22%
3 年最差總回報-8.95%

歷史回報 (%) 對基準

超過 1 年的資料會按年計算。
回報FDFFX類別
年初至今4.25%12.38%
1 個月-1.49%5.09%
3 個月0.90%10.28%
1 年36.44%41.70%
3 年15.88%22.56%
5 年11.43%21.98%
10 年12.51%15.99%
上一個牛市27.89%25.99%
上一個熊市-25.50%-17.29%

年度總回報 (%) 紀錄

年份
FDFFX類別
2021
無無
2020
28.30%35.86%
2019
31.98%31.90%
2018
-6.63%-2.09%
2017
26.41%27.67%
2016
-1.22%3.23%
2015
0.33%3.60%
2014
11.49%10.00%
2013
40.22%33.92%
2012
19.95%15.34%
2011
-10.85%-2.46%
2010
22.24%15.53%
2009
39.87%35.68%
2008
-48.09%-40.67%
2007
29.54%13.35%
2006
12.26%7.05%
2005
10.55%6.71%
2004
11.65%7.81%
2003
23.66%28.66%
2002
-15.82%-27.64%
2001
-27.22%-22.30%
2000
1.70%-13.05%
1999
47.03%38.87%
1998
35.89%34.55%
1997
18.54%26.36%
1996
8.33%19.76%
1995
24.28%32.65%
1994
0.06%-2.45%
1993
22.13%8.69%
1992
10.60%5.92%
1991
45.58%40.07%
1990
-10.16%-3.78%
1989
30.41%27.76%
1988
15.53%12.55%
1987
9.32%1.56%
1986
14.14%14.05%
1985
28.90%28.64%
1984
3.27%-3.94%
1983
無18.56%

過去季度回報率 (%)

年份第 1 季第 2 季第 3 季第 4 季
20210.45%無無無
2020-13.74%24.11%11.20%7.78%
201914.66%5.40%1.77%7.31%
20181.66%4.04%6.62%-17.20%
20177.02%4.52%6.17%6.45%
2016-6.42%-1.54%6.64%0.54%
20156.95%-1.29%-10.86%6.62%
20145.05%5.54%-1.05%1.61%
201310.38%2.13%11.43%11.62%
201218.48%-7.17%7.22%1.72%
20116.69%-1.12%-22.42%8.93%
20107.33%-13.61%14.94%14.70%
2009-9.04%19.03%21.81%6.05%
2008-9.06%17.02%-31.87%-28.39%
20072.05%11.16%9.31%4.47%
20067.89%-3.16%0.68%6.72%
2005-3.14%1.85%7.91%3.85%
20041.93%2.02%-3.47%11.24%
2003-5.51%16.92%1.87%9.88%
20025.14%-13.99%-15.78%10.53%
2001-24.86%7.46%-21.28%14.49%
200017.53%-2.52%0.54%-11.71%
19997.16%6.23%-4.81%35.67%
199818.58%4.00%-9.53%21.80%
1997-1.91%15.27%10.79%-5.37%
19962.87%1.83%0.37%3.04%
19954.92%6.05%7.94%3.48%
1994-2.89%-0.63%6.27%-2.43%
19932.07%5.84%6.70%5.95%
1992-1.48%-0.78%1.80%11.14%
199116.21%-2.69%12.43%14.51%
1990-3.14%8.62%-20.09%6.86%
19898.29%5.25%12.33%1.86%
198810.33%6.61%-1.02%-0.77%
198726.06%5.44%10.09%-25.29%
198621.07%0.52%-8.22%2.19%
19857.21%4.77%-3.89%19.40%
1984-5.81%-2.28%9.05%2.88%
198312.43%-3.94%1.21%無

類別排名 (按總回報率)

年初至今70
1 個月31
3 個月33
1 年92
3 年86
5 年82

費用調整後回報率

1 年41.12%
3 年18.25%
5 年17.68%
10 年12.46%