香港股市 將在 4 小時 47 分鐘 開市

Fidelity Focused Stock (FTQGX)

Nasdaq - Nasdaq 延遲價格。貨幣為 USD。
加入追蹤清單
37.190.00 (0.00%)
收市:08:06AM EDT

表現總覽

晨星回報評級無1
年初至今回報率22.78%
5 年平均回報率17.01%
上升年數22
下跌年數5
1 年最佳總回報率 (2024年5月6日)38.09%
1 年最差總回報 (2024年5月6日)
3 年最佳總回報率38.09%
3 年最差總回報3.08%

歷史回報 (%) 對基準

超過 1 年的資料會按年計算。
回報FTQGX類別
年初至今18.49%12.38%
1 個月-3.75%5.09%
3 個月13.54%10.28%
1 年42.75%41.70%
3 年9.63%22.56%
5 年15.57%21.98%
10 年14.33%15.99%
上一個牛市39.18%25.99%
上一個熊市-16.26%-17.29%

年度總回報 (%) 紀錄

年份
FTQGX類別
2024
2023
28.93%
2022
-26.61%
2021
27.11%
2020
33.28%35.86%
2019
31.37%31.90%
2018
5.32%-2.09%
2017
31.22%27.67%
2016
3.25%3.23%
2015
1.46%3.60%
2014
4.57%10.00%
2013
38.09%33.92%
2012
16.54%15.34%
2011
0.57%-2.46%
2010
24.09%15.53%
2009
25.20%35.68%
2008
-33.03%-40.67%
2007
17.03%13.35%
2006
5.13%7.05%
2005
18.22%6.71%
2004
15.52%7.81%
2003
23.12%28.66%
2002
-39.29%-27.64%
2001
-13.59%-22.30%
2000
-6.10%-13.05%
1999
34.80%38.87%
1998
18.04%34.55%
1997
17.93%26.36%

過去季度回報率 (%)

年份第 1 季第 2 季第 3 季第 4 季
202423.11%
20235.71%13.57%-2.47%10.11%
2022-9.99%-16.26%-6.84%4.52%
20212.44%12.64%0.67%9.42%
2020-14.54%27.51%13.34%7.91%
201915.51%4.39%-1.19%10.26%
20184.46%6.64%10.70%-14.59%
20177.03%5.04%7.75%8.33%
2016-0.28%2.18%5.35%-3.81%
20154.80%0.10%-8.34%5.51%
20141.67%3.54%-2.31%1.68%
201310.36%1.79%11.93%9.82%
201213.27%-3.28%5.73%0.61%
20118.21%1.15%-15.53%8.78%
20105.00%-9.70%13.42%15.38%
2009-10.08%16.12%12.91%6.20%
2008-10.08%9.12%-13.73%-20.89%
20073.28%7.20%5.35%0.34%
20063.03%1.88%-3.84%4.16%
20052.97%3.75%9.08%1.44%
20042.05%3.24%-0.97%10.72%
2003-3.22%11.29%3.38%10.58%
2002-2.04%-23.00%-22.77%4.23%
2001-11.54%4.24%-16.81%12.64%
20007.21%-4.72%2.78%-10.57%
19998.45%2.14%-3.11%25.59%
199812.11%-3.94%-7.95%19.07%
1997-5.91%15.84%17.67%-8.06%

類別排名 (按總回報率)

年初至今1
1 個月8
3 個月1
1 年2
3 年3
5 年16

費用調整後回報率

1 年42.75%
3 年9.63%
5 年15.57%
10 年14.33%