香港股市 已收市

MFS Massachusetts Inv Gr Stk A (MIGFX)

Nasdaq - Nasdaq 延遲價格。貨幣為 USD。
加入追蹤清單
45.67+0.36 (+0.79%)
市場開市。 截至 08:06AM EDT。

表現總覽

晨星回報評級無1
年初至今回報率16.07%
5 年平均回報率15.33%
上升年數67
下跌年數21
1 年最佳總回報率 (2024年10月7日)40.49%
1 年最差總回報 (2024年10月7日)
3 年最佳總回報率40.49%
3 年最差總回報5.78%

歷史回報 (%) 對基準

超過 1 年的資料會按年計算。
回報MIGFX類別
年初至今17.14%12.38%
1 個月2.33%5.09%
3 個月5.62%10.28%
1 年31.24%41.70%
3 年9.26%22.56%
5 年14.66%21.98%
10 年14.15%15.99%
上一個牛市23.38%25.99%
上一個熊市-13.85%-17.29%

年度總回報 (%) 紀錄

年份
MIGFX類別
2024
2023
24.08%
2022
-19.24%
2021
26.20%
2020
22.43%35.86%
2019
39.91%31.90%
2018
0.77%-2.09%
2017
28.69%27.67%
2016
6.16%3.23%
2015
-0.04%3.60%
2014
11.53%10.00%
2013
30.15%33.92%
2012
16.91%15.34%
2011
1.32%-2.46%
2010
14.18%15.53%
2009
40.49%35.68%
2008
-36.95%-40.67%
2007
11.50%13.35%
2006
7.48%7.05%
2005
3.88%6.71%
2004
9.63%7.81%
2003
22.64%28.66%
2002
-28.39%-27.64%
2001
-24.80%-22.30%
2000
-7.22%-13.05%
1999
38.76%38.87%
1998
40.00%34.55%
1997
48.15%26.36%
1996
22.84%19.76%
1995
28.34%32.65%
1994
-6.73%-2.45%
1993
14.46%8.69%
1992
6.44%5.92%
1991
47.72%40.07%
1990
-4.74%-3.78%
1989
35.73%27.76%
1988
4.10%12.55%
1987
5.84%1.56%
1986
12.49%14.05%
1985
25.63%28.64%
1984
-4.17%-3.94%
1983
15.49%18.56%
1982
28.22%32.75%
1981
-5.94%-2.13%
1980
40.06%40.60%
1979
26.57%32.37%
1978
13.56%15.06%
1977
-6.45%2.56%
1976
8.96%22.23%
1975
25.23%35.35%
1974
-35.15%-31.34%
1973
-19.90%-28.56%
1972
21.35%19.23%
1971
23.39%24.89%
1970
-6.14%-10.89%
1969
0.34%-9.80%
1968
1.82%15.14%
1967
29.20%42.77%
1966
1.66%-6.98%
1965
25.15%21.58%
1964
10.10%10.60%
1963
18.65%18.94%
1962
-17.35%-18.01%
1961
25.43%26.01%
1960
8.60%5.60%
1959
15.68%16.68%
1958
49.46%44.67%
1957
-12.22%-15.41%
1956
18.91%9.71%
1955
24.33%20.69%
1954
55.78%47.17%
1953
-3.25%-2.95%
1952
5.40%6.47%
1951
26.41%18.43%
1950
33.06%29.37%
1949
18.81%17.04%
1948
0.90%-1.13%
1947
3.70%-0.18%
1946
-6.81%-8.13%
1945
39.87%34.51%
1944
23.73%23.00%
1943
25.83%36.24%
1942
20.61%33.41%
1941
-10.14%1.63%
1940
-10.81%-8.06%
1939
0.15%0.64%
1938
23.95%15.95%
1937
-36.05%-31.59%
1936
28.76%40.08%
1935
19.40%

過去季度回報率 (%)

年份第 1 季第 2 季第 3 季第 4 季
20248.10%2.59%5.62%
20237.78%8.23%-5.06%12.04%
2022-7.41%-13.85%-7.50%9.46%
20213.52%8.67%0.96%11.11%
2020-17.81%20.69%10.50%11.71%
201917.61%5.65%3.03%9.29%
20181.91%3.53%8.28%-11.79%
20179.18%5.59%3.79%7.54%
20163.39%0.71%3.96%-1.93%
20151.63%-0.44%-6.65%5.83%
20140.88%3.82%-0.96%7.52%
20138.64%1.86%7.30%9.60%
201214.57%-5.79%7.35%0.89%
20113.54%2.78%-12.07%8.28%
20103.35%-11.67%10.85%12.84%
2009-3.44%16.83%14.59%8.68%
2008-8.41%-1.00%-8.85%-23.72%
2007-0.29%7.63%3.98%-0.08%
20063.74%-4.73%3.47%5.10%
2005-4.29%1.94%3.98%2.39%
20041.15%1.48%-4.04%11.30%
2003-1.84%14.79%1.15%7.60%
2002-2.72%-15.87%-14.79%2.67%
2001-21.00%5.54%-21.62%15.09%
20009.35%-5.31%3.75%-13.64%
19994.53%7.34%-3.53%28.20%
199819.81%3.56%-10.12%25.54%
19972.81%22.81%13.02%3.83%
19965.46%7.67%4.23%3.80%
19953.77%12.61%9.77%0.05%
1994-8.33%-5.55%10.13%-2.18%
1993-1.28%4.50%8.36%2.40%
1992-2.74%-6.42%1.41%15.32%
199122.37%-5.32%14.30%11.55%
1990-4.75%13.64%-25.12%17.54%
198911.30%11.61%10.44%-1.06%
19882.57%4.35%-3.03%0.30%
198725.14%2.31%7.68%-23.22%
198616.50%4.41%-10.93%3.82%
19857.18%6.65%-5.81%16.68%
1984-7.84%-2.14%6.55%-0.27%
198311.46%10.99%-4.59%-2.15%
1982-4.92%0.69%11.19%20.46%
19812.42%-1.48%-12.04%5.97%
1980-4.20%11.81%17.40%11.37%
19793.95%4.27%10.76%5.44%
1978-5.42%14.59%8.75%-3.65%
1977-11.28%4.22%-0.19%1.37%
197610.11%0.86%-0.77%-1.12%
197523.12%14.59%-16.47%6.26%
1974-9.02%-9.49%-30.55%13.39%
1973-7.85%-7.23%6.78%-12.24%
197211.16%2.67%0.94%5.34%
197114.61%4.87%-2.99%5.83%
1970-6.24%-21.91%18.51%8.16%
1969-3.96%-1.21%0.90%4.81%
1968-12.31%13.74%-0.27%2.37%
196717.01%2.72%4.67%2.70%
19663.18%-0.72%-12.14%12.95%
19656.58%-2.53%10.91%8.62%
19642.70%4.00%3.44%-0.35%
19636.34%4.88%2.84%3.45%
1962-2.90%-27.70%4.52%12.64%
196115.03%1.83%1.69%5.30%
1960-2.84%7.77%-6.32%10.72%
19593.39%7.12%-3.60%8.34%
19586.98%10.03%12.63%12.73%
1957-2.43%12.52%-12.04%-9.10%
195614.08%2.15%-4.66%7.03%
19556.20%13.29%-2.79%6.30%
195415.93%8.11%5.21%18.14%
1953-3.54%-4.40%-4.36%9.71%
19521.92%-0.97%-2.73%7.36%
19514.32%5.65%12.53%1.92%
19503.71%2.60%10.54%13.13%
19490.56%-6.57%13.99%10.94%
1948-1.43%13.60%-11.22%1.50%
1947-2.59%0.65%-0.70%6.52%
194610.59%2.82%-19.00%1.17%
19452.51%10.96%7.81%14.06%
19444.69%9.23%-0.16%8.38%
194318.92%7.05%-0.16%-1.01%
1942-6.73%5.08%9.08%12.82%
1941-3.45%1.26%4.22%-11.80%
1940-0.75%-18.07%9.42%0.24%
1939-14.49%2.89%13.49%0.30%
1938-18.16%34.45%3.27%9.08%
19377.68%-12.65%-12.39%-22.40%
19367.69%2.78%6.78%8.93%
193512.33%7.18%12.29%

類別排名 (按總回報率)

年初至今82
1 個月48
3 個月18
1 年87
3 年41
5 年71

費用調整後回報率

1 年23.69%
3 年7.12%
5 年13.31%
10 年13.47%