表現總覽
晨星回報評級無1
年初至今回報率9.98%
5 年平均回報率14.98%
上升年數18
下跌年數6
1 年最佳總回報率 (2024年5月2日)43.13%
1 年最差總回報 (2024年5月2日)無
3 年最佳總回報率43.13%
3 年最差總回報4.93%
歷史回報 (%) 對基準
超過 1 年的資料會按年計算。
回報POGCX類別
年初至今6.95%12.38%
1 個月-4.64%5.09%
3 個月3.60%10.28%
1 年32.27%41.70%
3 年6.49%22.56%
5 年14.37%21.98%
10 年14.18%15.99%
上一個牛市29.88%25.99%
上一個熊市-22.13%-17.29%
年度總回報 (%) 紀錄
年份POGCX類別
2024無無
202343.13%無
2022-30.86%無
202121.61%無
202037.39%35.86%
201935.35%31.90%
20181.52%-2.09%
201730.01%27.67%
20165.55%3.23%
20150.26%3.60%
201412.79%10.00%
201335.57%33.92%
201216.78%15.34%
2011-4.20%-2.46%
201016.34%15.53%
200940.11%35.68%
2008-35.87%-40.67%
20074.82%13.35%
20068.42%7.05%
20052.95%6.71%
20040.73%7.81%
200322.45%28.66%
2002-30.56%-27.64%
2001-32.75%-22.30%
2000-27.13%-13.05%
1999無38.87%
過去季度回報率 (%)
年份第 1 季第 2 季第 3 季第 4 季
202412.15%無無無
202313.85%14.70%-4.45%14.71%
2022-9.29%-22.13%-3.36%1.29%
2021-0.44%11.63%0.29%9.11%
2020-11.14%28.16%12.06%7.66%
201916.64%6.25%0.32%8.87%
20182.76%6.52%8.98%-14.89%
20179.67%5.18%5.94%6.38%
2016-2.18%0.86%7.23%-0.23%
20152.44%-0.78%-7.42%6.55%
20141.09%6.00%0.80%4.42%
20138.50%2.00%9.54%11.82%
201217.81%-7.79%6.81%0.65%
20116.04%-0.19%-18.04%10.44%
20105.19%-12.84%12.99%12.31%
2009-3.10%17.11%15.93%6.50%
2008-11.80%1.17%-11.22%-19.05%
2007-0.65%4.70%1.38%-0.61%
20062.81%-4.32%2.38%7.66%
2005-5.37%2.54%3.39%2.62%
2004-0.97%-0.73%-4.85%7.69%
2003-0.10%10.50%2.42%8.31%
2002-5.01%-18.08%-15.00%4.98%
2001-27.62%8.49%-24.29%13.13%
20008.99%-7.07%-3.76%-25.24%
19991.41%-1.71%35.91%無
類別排名 (按總回報率)
年初至今47
1 個月49
3 個月58
1 年38
3 年33
5 年29
費用調整後回報率
1 年31.27%
3 年6.49%
5 年14.37%
10 年14.18%
