表現總覽
晨星回報評級★★★★
年初至今回報率11.08%
5 年平均回報率12.02%
上升年數17
下跌年數7
1 年最佳總回報率 (2019年2月3日)41.88%
1 年最差總回報 (2019年2月3日)-38.25%
3 年最佳總回報率41.88%
3 年最差總回報-11.75%
歷史回報 (%) 對基準
超過 1 年的資料會按年計算。
回報PJFBX類別
年初至今10.88%12.38%
1 個月9.39%5.09%
3 個月12.71%10.28%
1 年30.52%41.70%
3 年17.90%22.56%
5 年13.98%21.98%
10 年15.08%15.99%
上一個牛市26.58%25.99%
上一個熊市-14.27%-17.29%
年度總回報 (%) 紀錄
年份PJFBX類別
2020無35.86%
201931.55%31.90%
2018-2.17%-2.09%
201735.36%27.67%
2016-2.21%3.23%
20159.98%3.60%
20148.85%10.00%
201336.22%33.92%
201214.62%15.34%
2011-0.50%-2.46%
201010.48%15.53%
200941.88%35.68%
2008-38.25%-40.67%
200710.41%13.35%
20060.81%7.05%
200512.99%6.71%
20048.05%7.81%
200328.89%28.66%
2002-31.72%-27.64%
2001-19.21%-22.30%
2000-18.58%-13.05%
199940.53%38.87%
199836.68%34.55%
199730.38%26.36%
199613.44%19.76%
過去季度回報率 (%)
年份第 1 季第 2 季第 3 季第 4 季
2020-12.22%無無無
201917.19%2.70%-2.47%12.07%
20184.02%6.07%6.38%-16.66%
201710.66%5.64%8.34%6.88%
2016-5.77%-1.50%7.74%-2.21%
20155.33%2.57%-5.62%7.86%
2014-0.34%4.20%1.65%3.11%
20136.73%2.15%11.90%11.65%
201218.88%-7.12%5.40%-1.51%
20114.31%3.47%-13.82%6.98%
20102.69%-13.50%11.88%11.17%
2009-0.49%15.04%13.59%9.10%
2008-11.24%1.84%-13.10%-21.38%
20071.00%3.17%5.83%0.12%
20061.01%-7.92%4.27%3.95%
2005-5.55%5.79%7.15%5.54%
20040.90%1.63%-4.72%10.59%
2003-2.65%14.67%4.27%10.73%
2002-2.96%-16.83%-17.99%3.17%
2001-16.93%4.29%-20.08%16.69%
200012.20%-8.08%-4.60%-17.24%
199910.27%4.20%-4.52%28.10%
199814.32%5.15%-12.47%29.90%
1997-2.39%19.38%15.17%-2.86%
19963.91%2.99%2.06%3.86%
類別排名 (按總回報率)
年初至今11
1 個月13
3 個月16
1 年10
3 年21
5 年27
費用調整後回報率
1 年25.52%
3 年17.18%
5 年13.86%
10 年15.08%
