表現總覽
晨星回報評級無1
年初至今回報率-1.71%
5 年平均回報率15.18%
上升年數33
下跌年數5
1 年最佳總回報率 (2024年5月2日)61.51%
1 年最差總回報 (2024年5月2日)無
3 年最佳總回報率61.51%
3 年最差總回報6.79%
歷史回報 (%) 對基準
超過 1 年的資料會按年計算。
回報FSCSX類別
年初至今-3.77%12.31%
1 個月-7.29%6.23%
3 個月-6.25%8.63%
1 年25.26%53.90%
3 年4.44%27.50%
5 年14.41%28.80%
10 年17.19%18.74%
上一個牛市25.87%24.03%
上一個熊市-19.27%-20.41%
年度總回報 (%) 紀錄
年份FSCSX類別
2024無無
202351.56%無
2022-29.07%無
202118.12%無
202045.37%55.91%
201938.87%37.49%
20184.19%-3.21%
201738.53%35.35%
201610.31%10.84%
201510.47%5.21%
20148.22%12.55%
201351.12%35.45%
201218.06%13.08%
20112.18%-7.62%
201018.94%20.00%
200961.51%61.99%
2008-42.14%-45.33%
200723.88%16.12%
200624.92%7.08%
20050.04%5.76%
20047.63%4.24%
200335.02%55.77%
2002-23.39%-42.86%
2001-6.99%-36.89%
2000-20.19%-31.36%
199993.12%129.22%
199845.77%51.99%
199715.01%11.81%
199621.77%19.91%
199546.26%41.11%
19940.39%14.70%
199332.73%22.10%
199235.54%11.17%
199145.84%44.52%
19900.86%-1.37%
198912.05%22.32%
19889.05%5.17%
19879.44%7.09%
198613.86%7.77%
1985無22.50%
過去季度回報率 (%)
年份第 1 季第 2 季第 3 季第 4 季
20243.79%無無無
202316.01%11.86%-2.20%19.42%
2022-9.87%-19.27%-7.51%5.38%
20210.66%11.96%1.10%3.67%
2020-10.24%32.05%8.95%12.57%
201918.49%6.24%0.54%9.73%
20184.18%9.05%7.53%-14.71%
201711.24%6.66%6.88%9.23%
2016-1.26%1.49%11.80%-1.54%
20151.07%-0.54%-2.44%12.64%
20141.07%1.02%-0.23%6.23%
201310.15%6.69%12.76%14.05%
201220.44%-6.16%7.72%-3.03%
20115.68%0.70%-12.90%10.23%
20101.09%-11.69%17.68%13.21%
20092.98%19.40%15.42%13.81%
2008-18.05%6.16%-16.06%-20.77%
20071.63%5.93%5.06%9.53%
20067.81%-4.10%11.07%8.78%
2005-11.05%5.55%5.10%1.39%
20043.76%-3.70%-9.78%19.40%
2003-2.44%18.08%5.90%10.68%
2002-5.48%-20.21%-22.79%31.58%
2001-26.91%40.62%-41.13%53.71%
20004.95%-5.04%8.64%-26.29%
19999.12%8.44%3.89%57.10%
199824.29%1.99%-6.14%22.52%
1997-7.62%14.89%15.04%-5.80%
1996-0.51%8.22%6.55%6.14%
199512.61%15.29%11.18%1.33%
1994-6.39%-17.48%21.57%6.89%
19936.73%15.05%5.60%2.35%
199213.79%-6.35%6.26%19.70%
199130.03%-6.35%10.99%7.92%
19902.90%14.84%-30.81%23.35%
19890.14%2.39%3.51%5.57%
19886.01%8.11%-5.84%1.06%
198734.86%-1.41%7.85%-23.68%
19869.99%10.88%-14.54%9.24%
198520.63%無無無
類別排名 (按總回報率)
年初至今84
1 個月86
3 個月96
1 年67
3 年34
5 年39
費用調整後回報率
1 年25.26%
3 年4.44%
5 年14.41%
10 年17.19%
