表現總覽
晨星回報評級無1
年初至今回報率1.55%
5 年平均回報率10.44%
上升年數20
下跌年數7
1 年最佳總回報率 (2024年5月1日)42.71%
1 年最差總回報 (2024年5月1日)無
3 年最佳總回報率42.71%
3 年最差總回報0.87%
歷史回報 (%) 對基準
超過 1 年的資料會按年計算。
回報PEGZX類別
年初至今8.13%10.80%
1 個月2.12%4.43%
3 個月8.13%7.00%
1 年20.18%48.17%
3 年3.16%21.26%
5 年12.71%20.18%
10 年10.43%14.07%
上一個牛市36.59%27.14%
上一個熊市-21.03%-21.26%
年度總回報 (%) 紀錄
年份PEGZX類別
2024無無
202320.60%無
2022-23.81%無
202111.70%無
202042.71%39.26%
201937.52%32.52%
2018-8.22%-6.65%
201722.67%23.91%
20164.12%6.03%
2015-2.40%-0.95%
20149.45%7.00%
201328.08%34.93%
201216.24%14.07%
20112.42%-3.96%
201020.32%24.61%
200941.04%39.11%
2008-36.01%-43.77%
200716.42%15.09%
20069.74%9.00%
200517.51%9.84%
200419.56%13.23%
200343.33%35.96%
2002-33.29%-27.24%
2001-20.06%-19.98%
2000-13.24%-4.78%
199993.55%60.49%
199822.08%18.76%
199722.64%17.98%
過去季度回報率 (%)
年份第 1 季第 2 季第 3 季第 4 季
20248.13%無無無
20238.51%6.39%-5.91%11.02%
2022-10.17%-21.03%-0.93%8.42%
20211.09%7.16%-0.35%3.48%
2020-20.01%29.89%12.58%22.01%
201919.75%6.99%0.93%6.34%
20180.84%2.21%4.74%-14.98%
20178.55%2.93%4.22%5.34%
2016-0.67%1.32%2.54%0.89%
20156.20%-1.11%-9.59%2.78%
20141.16%2.59%-1.02%6.55%
20138.48%0.82%9.22%7.21%
201214.41%-3.19%4.80%0.14%
20117.76%1.64%-15.55%10.73%
20106.45%-7.85%10.60%10.91%
2009-1.79%16.13%16.29%6.33%
2008-10.48%6.90%-13.14%-23.02%
20073.77%6.88%6.60%-1.54%
20068.96%-5.72%2.23%4.50%
2005-3.72%3.92%11.26%5.55%
20045.47%3.18%-6.54%17.55%
2003-0.59%25.35%6.53%7.98%
2002-7.19%-19.03%-19.06%9.68%
2001-20.42%17.73%-29.52%21.06%
200014.52%-11.34%4.63%-18.34%
19998.93%12.62%1.31%55.73%
199811.21%2.09%-18.58%32.06%
1997-8.10%19.48%15.57%-3.36%
類別排名 (按總回報率)
年初至今64
1 個月73
3 個月64
1 年68
3 年42
5 年19
費用調整後回報率
1 年20.18%
3 年3.16%
5 年12.71%
10 年10.43%
