表現總覽
晨星回報評級無1
年初至今回報率8.66%
5 年平均回報率14.39%
上升年數17
下跌年數6
1 年最佳總回報率 (2024年5月2日)38.57%
1 年最差總回報 (2024年5月2日)無
3 年最佳總回報率38.57%
3 年最差總回報5.43%
歷史回報 (%) 對基準
超過 1 年的資料會按年計算。
回報SCGSX類別
年初至今6.07%12.38%
1 個月-4.98%5.09%
3 個月2.86%10.28%
1 年28.18%41.70%
3 年5.08%22.56%
5 年13.82%21.98%
10 年14.17%15.99%
上一個牛市29.40%25.99%
上一個熊市-21.28%-17.29%
年度總回報 (%) 紀錄
年份SCGSX類別
2024無無
202338.50%無
2022-30.94%無
202122.50%無
202038.57%35.86%
201936.93%31.90%
2018-1.92%-2.09%
201726.26%27.67%
20163.92%3.23%
20158.36%3.60%
201412.72%10.00%
201334.33%33.92%
201215.65%15.34%
2011-4.95%-2.46%
201016.17%15.53%
200925.91%35.68%
2008-32.80%-40.67%
200712.28%13.35%
20068.29%7.05%
20058.41%6.71%
20047.36%7.81%
200326.32%28.66%
2002-29.42%-27.64%
2001-20.40%-22.30%
2000無-13.05%
過去季度回報率 (%)
年份第 1 季第 2 季第 3 季第 4 季
202411.62%無無無
202313.64%11.10%-4.18%14.49%
2022-10.18%-21.28%-5.69%3.57%
20210.19%11.95%0.63%8.54%
2020-11.99%28.37%10.74%10.76%
201917.69%5.86%1.33%8.46%
20181.17%6.37%9.42%-16.70%
20178.23%5.35%4.50%5.96%
2016-3.18%0.12%6.08%1.07%
20155.63%1.22%-6.47%8.36%
2014-0.66%5.55%2.34%5.04%
20138.75%1.32%9.05%11.79%
201216.35%-4.95%7.13%-2.39%
20114.42%-0.93%-16.57%10.13%
20105.23%-12.59%11.72%13.05%
2009-7.10%13.93%10.70%7.46%
2008-6.52%0.45%-9.14%-21.24%
20070.71%6.04%5.14%-0.00%
20062.97%-3.71%3.79%5.22%
2005-1.49%2.57%5.12%2.08%
20041.79%1.42%-3.31%7.55%
2003-0.56%12.48%3.52%9.09%
2002-1.23%-19.63%-15.40%5.09%
2001-17.78%6.04%-20.55%14.91%
2000-11.37%無無無
類別排名 (按總回報率)
年初至今60
1 個月64
3 個月71
1 年61
3 年49
5 年39
費用調整後回報率
1 年28.18%
3 年5.08%
5 年13.82%
10 年14.17%
