表現總覽
晨星回報評級無1
年初至今回報率16.55%
5 年平均回報率12.53%
上升年數19
下跌年數9
1 年最佳總回報率 (2024年6月26日)49.47%
1 年最差總回報 (2024年6月26日)無
3 年最佳總回報率49.47%
3 年最差總回報-1.33%
歷史回報 (%) 對基準
超過 1 年的資料會按年計算。
回報PSTAX類別
年初至今10.51%12.38%
1 個月2.99%5.09%
3 個月-2.59%10.28%
1 年30.92%41.70%
3 年2.04%22.56%
5 年12.84%21.98%
10 年12.70%15.99%
上一個牛市34.64%25.99%
上一個熊市-28.64%-17.29%
年度總回報 (%) 紀錄
年份PSTAX類別
2024無無
202334.50%無
2022-36.03%無
202111.64%無
202049.47%35.86%
201939.69%31.90%
2018-7.77%-2.09%
201735.15%27.67%
2016-1.23%3.23%
20159.00%3.60%
201411.38%10.00%
201329.09%33.92%
201213.44%15.34%
2011-4.43%-2.46%
201016.03%15.53%
200937.21%35.68%
2008-44.90%-40.67%
200712.76%13.35%
20062.58%7.05%
2005-0.75%6.71%
20045.03%7.81%
200337.54%28.66%
2002-35.52%-27.64%
2001-28.07%-22.30%
2000-12.54%-13.05%
199952.62%38.87%
199844.08%34.55%
199717.05%26.36%
199615.19%19.76%
過去季度回報率 (%)
年份第 1 季第 2 季第 3 季第 4 季
202414.50%無無無
202310.80%11.14%-3.70%13.42%
2022-13.50%-28.64%-0.30%3.94%
2021-1.81%8.32%1.81%3.11%
2020-13.10%33.38%14.47%12.66%
201923.40%5.62%-4.69%12.45%
20184.75%4.24%3.79%-18.61%
201710.42%8.84%6.59%5.50%
2016-2.84%-0.03%6.31%-4.35%
20155.49%1.47%-7.06%9.57%
2014-1.51%4.67%2.08%5.84%
20136.74%0.97%10.27%8.62%
201216.45%-5.67%4.01%-0.71%
20118.42%-2.25%-20.06%12.81%
20104.05%-14.98%15.18%13.87%
2009-2.69%16.61%13.65%6.40%
2008-11.87%1.89%-17.77%-25.38%
20071.15%5.79%6.94%-1.46%
20063.33%-6.85%3.23%3.24%
2005-5.32%-0.45%1.36%3.90%
2004-1.45%0.23%-6.34%13.54%
20030.62%16.36%6.44%10.37%
2002-2.98%-21.37%-18.08%3.17%
2001-20.61%8.95%-31.55%21.50%
200019.07%-5.38%4.54%-25.74%
199912.89%3.81%-2.35%33.37%
199811.77%2.11%-7.68%36.75%
1997-3.49%10.06%18.07%-6.65%
19963.29%10.61%0.64%0.18%
類別排名 (按總回報率)
年初至今64
1 個月87
3 個月96
1 年55
3 年87
5 年81
費用調整後回報率
1 年23.72%
3 年0.13%
5 年11.57%
10 年12.06%
