香港股市 將收市，收市時間：3 小時 39 分鐘

Fidelity 500 Index Investor (FUSEX)

YHD - YHD 延遲價格。貨幣為 USD。
加入追蹤清單
95.26-0.59 (-0.62%)
收市：06:07PM EDT

表現總覽

晨星回報評級★★★★
年初至今回報率無
5 年平均回報率無
上升年數24
下跌年數5
1 年最佳總回報率 (Invalid Date)32.25%
1 年最差總回報 (Invalid Date)-37.03%
3 年最佳總回報率32.25%
3 年最差總回報-8.41%

歷史回報 (%) 對基準

超過 1 年的資料會按年計算。
回報FUSEX類別
年初至今2.94%14.84%
1 個月-6.84%1.65%
3 個月-3.26%7.55%
1 年7.27%40.47%
3 年11.43%16.77%
5 年11.25%16.15%
10 年13.16%13.21%
上一個牛市25.04%24.09%
上一個熊市-16.30%-17.61%

年度總回報 (%) 紀錄

年份
FUSEX類別
2018
無-6.27%
2017
21.72%20.44%
2016
11.87%10.37%
2015
1.31%-1.07%
2014
13.59%10.96%
2013
32.25%31.50%
2012
15.93%14.96%
2011
2.03%-1.27%
2010
14.98%14.01%
2009
26.51%28.17%
2008
-37.03%-37.79%
2007
5.43%6.16%
2006
15.72%14.17%
2005
4.85%5.88%
2004
10.73%10.02%
2003
28.50%27.05%
2002
-22.21%-22.25%
2001
-12.05%-13.50%
2000
-9.18%-6.31%
1999
20.66%20.16%
1998
28.49%22.39%
1997
33.04%28.37%
1996
22.73%20.76%
1995
37.18%32.35%
1994
1.09%-0.93%
1993
9.80%10.21%
1992
7.35%7.00%
1991
30.16%30.90%
1990
-3.63%-3.13%
1989
31.45%25.43%
1988
無14.20%

過去季度回報率 (%)

年份第 1 季第 2 季第 3 季第 4 季
2018-0.78%3.40%7.70%無
20176.04%3.06%4.46%6.62%
20161.32%2.44%3.84%3.80%
20150.92%0.28%-6.46%7.02%
20141.79%5.21%1.10%4.91%
201310.58%2.88%5.23%10.48%
201212.56%-2.77%6.34%-0.39%
20115.91%0.08%-13.89%11.79%
20105.38%-11.44%11.27%10.72%
2009-10.97%15.95%15.60%6.01%
2008-9.46%-2.74%-8.39%-21.95%
20070.62%6.26%2.04%-3.36%
20064.19%-1.44%5.65%6.66%
2005-2.17%1.36%3.58%2.07%
20041.64%1.68%-1.90%9.22%
2003-3.20%15.38%2.60%12.14%
20020.22%-13.43%-17.29%8.41%
2001-11.89%6.05%-14.95%10.67%
20002.25%-2.65%-0.99%-7.83%
19994.82%6.96%-6.28%14.83%
199813.85%3.25%-9.95%21.38%
19972.61%17.38%7.43%2.81%
19965.41%4.40%3.02%8.25%
19959.65%9.46%7.88%5.94%
1994-3.90%0.41%4.80%-0.03%
19934.28%0.37%2.55%2.28%
1992-2.62%1.84%3.13%4.96%
199114.51%-0.29%5.25%8.32%
1990-3.11%6.25%-14.00%8.84%
19897.10%8.76%10.65%2.00%
19886.10%0.40%3.16%無

類別排名 (按總回報率)

年初至今22
1 個月40
3 個月30
1 年23
3 年14
5 年11

費用調整後回報率

1 年7.27%
3 年11.43%
5 年11.25%
10 年13.16%