表現總覽
晨星回報評級無1
年初至今回報率8.02%
5 年平均回報率21.40%
上升年數22
下跌年數7
1 年最佳總回報率 (2024年5月9日)63.96%
1 年最差總回報 (2024年5月9日)無
3 年最佳總回報率63.96%
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SHGTX類別
年初至今4.11%12.31%
1 個月-4.08%6.23%
3 個月3.37%8.63%
1 年35.18%53.90%
3 年7.77%27.50%
5 年19.52%28.80%
10 年19.88%18.74%
上一個牛市32.03%24.03%
上一個熊市-21.17%-20.41%
年度總回報 (%) 紀錄
年份SHGTX類別
2024無無
202345.15%無
2022-31.69%無
202138.86%無
202045.95%55.91%
201954.86%37.49%
2018-8.78%-3.21%
201734.49%35.35%
201616.42%10.84%
20159.88%5.21%
201424.71%12.55%
201326.38%35.45%
20127.74%13.08%
2011-7.05%-7.62%
201015.37%20.00%
200963.96%61.99%
2008-40.45%-45.33%
200714.92%16.12%
200618.57%7.08%
20058.14%5.76%
20044.63%4.24%
200336.15%55.77%
2002-32.98%-42.86%
2001-21.78%-36.89%
2000-30.11%-31.36%
1999116.23%129.22%
199830.73%51.99%
199711.75%11.81%
199614.30%19.91%
199545.06%41.11%
1994無14.70%
過去季度回報率 (%)
年份第 1 季第 2 季第 3 季第 4 季
20248.54%無無無
202316.99%12.16%-3.59%14.73%
2022-10.76%-21.17%-7.46%4.94%
202111.12%9.94%-2.56%16.65%
2020-19.11%31.58%6.70%28.52%
201923.21%2.62%5.75%15.83%
20185.83%-0.38%2.84%-15.85%
201715.03%3.22%9.92%3.05%
20162.37%-2.86%14.74%2.03%
20155.06%4.69%-9.56%10.46%
20145.27%8.03%2.11%7.39%
20136.22%1.58%8.56%7.89%
201222.07%-11.83%1.34%-1.23%
20112.92%-0.98%-15.00%7.30%
20102.97%-10.03%14.00%9.25%
20099.55%16.37%17.74%9.24%
2008-13.89%5.30%-14.38%-23.29%
20071.60%8.56%5.53%-1.27%
200611.33%-7.94%6.70%8.42%
2005-6.80%2.21%9.63%3.56%
20042.98%-1.61%-11.76%17.02%
2003-4.28%16.47%9.49%11.53%
20020.91%-24.53%-24.68%16.84%
2001-19.72%10.29%-32.60%31.06%
200018.63%-12.57%-11.62%-23.75%
19996.15%17.45%11.38%55.72%
199818.70%-2.44%-16.69%35.50%
1997-1.48%14.75%18.56%-16.62%
1996-2.93%3.66%0.71%12.80%
199511.08%23.75%15.78%-8.85%
199415.71%3.39%無無
類別排名 (按總回報率)
年初至今46
1 個月16
3 個月39
1 年44
3 年21
5 年15
費用調整後回報率
1 年27.41%
3 年5.66%
5 年18.11%
10 年19.18%
