表現總覽
晨星回報評級無1
年初至今回報率25.12%
5 年平均回報率15.95%
上升年數21
下跌年數5
1 年最佳總回報率 (2024年10月3日)49.58%
1 年最差總回報 (2024年10月3日)無
3 年最佳總回報率49.58%
3 年最差總回報1.08%
歷史回報 (%) 對基準
超過 1 年的資料會按年計算。
回報LGILX類別
年初至今25.02%12.38%
1 個月2.24%5.09%
3 個月1.92%10.28%
1 年42.78%41.70%
3 年6.70%22.56%
5 年15.91%21.98%
10 年14.58%15.99%
上一個牛市32.81%25.99%
上一個熊市-23.39%-17.29%
年度總回報 (%) 紀錄
年份LGILX類別
2024無無
202347.79%無
2022-38.03%無
202120.46%無
202038.33%35.86%
201932.58%31.90%
20181.95%-2.09%
201733.91%27.67%
20160.77%3.23%
20156.28%3.60%
20148.72%10.00%
201337.67%33.92%
201218.16%15.34%
20111.19%-2.46%
201014.46%15.53%
200949.58%35.68%
2008-37.74%-40.67%
200718.25%13.35%
20065.50%7.05%
200514.36%6.71%
200411.98%7.81%
200329.71%28.66%
2002-28.61%-27.64%
2001-22.75%-22.30%
2000-16.10%-13.05%
199932.73%38.87%
199824.94%34.55%
過去季度回報率 (%)
年份第 1 季第 2 季第 3 季第 4 季
202413.64%7.94%1.92%無
202317.09%14.54%-3.51%14.20%
2022-13.67%-23.39%-7.30%1.08%
20210.10%12.86%0.49%6.10%
2020-11.79%28.76%10.77%9.95%
201917.02%5.91%-2.44%9.64%
20185.79%8.11%5.69%-15.66%
201710.22%6.73%5.74%7.65%
2016-4.95%1.02%7.91%-2.75%
20153.61%2.32%-7.21%8.03%
2014-2.05%3.08%2.08%5.48%
20138.04%1.54%11.69%12.35%
201219.21%-6.81%7.24%-0.82%
20116.20%1.95%-14.02%8.70%
20102.09%-12.02%14.27%11.52%
20090.14%17.30%13.76%11.95%
2008-7.33%4.09%-16.68%-22.54%
20071.88%6.11%9.41%-0.03%
20061.87%-7.87%5.32%6.72%
2005-4.16%3.97%8.00%6.27%
20043.06%1.45%-2.09%9.39%
2003-0.52%12.67%4.31%10.93%
2002-3.33%-17.47%-16.23%6.83%
2001-19.41%5.64%-20.02%13.45%
20007.15%-2.99%-6.02%-14.11%
19996.67%10.06%-7.34%22.01%
19989.17%3.71%-12.73%26.45%
類別排名 (按總回報率)
年初至今28
1 個月52
3 個月80
1 年30
3 年68
5 年56
費用調整後回報率
1 年42.78%
3 年6.70%
5 年15.91%
10 年14.58%
