香港股市 將在 6 小時 42 分鐘 開市

MainStay WMC Small Companies I (MOPIX)

Nasdaq - Nasdaq 延遲價格。貨幣為 USD。
加入追蹤清單
24.26+0.04 (+0.17%)
收市：08:00PM EDT

表現總覽

晨星回報評級無1
年初至今回報率6.31%
5 年平均回報率4.86%
上升年數26
下跌年數10
1 年最佳總回報率 (2024年7月2日)48.76%
1 年最差總回報 (2024年7月2日)無
3 年最佳總回報率48.76%
3 年最差總回報1.17%

歷史回報 (%) 對基準

超過 1 年的資料會按年計算。
回報MOPIX類別
年初至今6.88%20.19%
1 個月-1.37%0.02%
3 個月-0.93%4.36%
1 年14.02%60.18%
3 年-1.01%11.32%
5 年5.10%13.88%
10 年4.66%11.19%
上一個牛市31.73%27.98%
上一個熊市-18.67%-24.08%

年度總回報 (%) 紀錄

年份
MOPIX類別
2024
無無
2023
9.44%無
2022
-19.01%無
2021
16.84%無
2020
10.04%10.99%
2019
17.69%23.75%
2018
-16.39%-12.72%
2017
15.62%12.28%
2016
16.02%20.78%
2015
-3.89%-5.38%
2014
6.40%3.79%
2013
37.78%37.39%
2012
12.56%15.46%
2011
-2.76%-4.07%
2010
24.42%25.61%
2009
48.76%31.80%
2008
-36.51%-36.56%
2007
-17.09%-1.10%
2006
13.08%15.03%
2005
11.14%6.75%
2004
25.79%18.94%
2003
53.73%43.41%
2002
-3.30%-16.22%
2001
13.89%8.92%
2000
-9.44%11.89%
1999
3.05%19.95%
1998
3.40%-3.03%
1997
33.30%26.36%
1996
29.87%21.50%
1995
19.69%27.21%
1994
-4.74%-1.76%
1993
17.02%17.65%
1992
19.38%13.94%
1991
31.18%40.70%
1990
-13.64%-11.95%
1989
16.41%18.31%
1988
12.72%23.02%
1987
無-1.94%

過去季度回報率 (%)

年份第 1 季第 2 季第 3 季第 4 季
20247.89%-0.93%無無
2023-0.38%2.97%-4.56%11.79%
2022-2.31%-18.67%-6.05%8.50%
202111.54%2.31%-4.73%7.46%
2020-33.94%25.04%4.48%27.52%
201912.72%-0.85%-3.05%8.62%
2018-3.67%3.64%2.29%-18.13%
20174.51%1.63%2.26%6.44%
20160.77%2.83%4.76%6.87%
20153.03%0.68%-8.22%0.95%
20141.57%2.62%-5.98%8.57%
201312.47%4.46%7.76%8.82%
201211.78%-6.32%3.92%3.44%
20115.64%-0.22%-19.84%15.09%
20107.85%-11.12%15.16%12.71%
2009-16.43%38.29%22.83%4.80%
2008-10.26%-4.06%-1.38%-25.23%
20070.91%2.47%-10.99%-9.92%
20069.43%-3.37%-0.87%7.87%
20050.77%6.11%5.35%-1.34%
20049.40%-0.38%1.97%13.19%
2003-1.04%16.45%10.12%21.15%
20029.23%5.94%-15.82%-0.74%
20013.29%10.91%-12.79%13.99%
2000-1.45%-3.11%1.60%-6.66%
1999-10.39%18.52%-8.37%5.89%
199812.68%-2.00%-16.91%12.69%
1997-0.56%15.47%17.28%-1.02%
19963.69%9.10%4.24%10.13%
19952.54%6.11%7.70%2.15%
1994-1.50%-6.16%5.51%-2.33%
19935.23%-0.36%8.16%3.19%
19924.52%-5.07%4.30%15.35%
199119.96%-0.92%5.51%4.61%
1990-0.64%2.05%-18.79%4.88%
19896.62%6.89%6.32%-3.93%
19886.10%2.84%1.19%2.09%
19870.30%1.68%-5.86%無

類別排名 (按總回報率)

年初至今5
1 個月42
3 個月8
1 年19
3 年76
5 年93

費用調整後回報率

1 年14.02%
3 年-1.01%
5 年5.10%
10 年4.66%