表現總覽
晨星回報評級無1
年初至今回報率1.78%
5 年平均回報率18.42%
上升年數17
下跌年數7
1 年最佳總回報率 (2024年4月17日)62.80%
1 年最差總回報 (2024年4月17日)無
3 年最佳總回報率62.80%
3 年最差總回報4.16%
歷史回報 (%) 對基準
超過 1 年的資料會按年計算。
回報SHTCX類別
年初至今8.34%12.31%
1 個月3.88%6.23%
3 個月8.34%8.63%
1 年33.65%53.90%
3 年9.55%27.50%
5 年21.43%28.80%
10 年19.27%18.74%
上一個牛市61.44%24.03%
上一個熊市-21.31%-20.41%
年度總回報 (%) 紀錄
年份SHTCX類別
2024無無
202344.06%無
2022-32.20%無
202137.84%無
202044.86%55.91%
201953.70%37.49%
2018-9.48%-3.21%
201733.46%35.35%
201615.60%10.84%
20159.03%5.21%
201423.83%12.55%
201325.39%35.45%
20126.94%13.08%
2011-7.74%-7.62%
201014.53%20.00%
200962.80%61.99%
2008-40.91%-45.33%
200714.04%16.12%
200617.67%7.08%
20057.32%5.76%
20043.85%4.24%
200335.15%55.77%
2002-33.55%-42.86%
2001-22.35%-36.89%
2000-30.52%-31.36%
1999無129.22%
過去季度回報率 (%)
年份第 1 季第 2 季第 3 季第 4 季
20248.34%無無無
202316.77%11.95%-3.78%14.52%
2022-10.93%-21.31%-7.64%4.74%
202110.93%9.74%-2.74%16.42%
2020-19.26%31.34%6.49%28.27%
201923.02%2.41%5.54%15.60%
20185.65%-0.59%2.64%-16.02%
201714.79%3.03%9.71%2.86%
20162.18%-3.01%14.50%1.88%
20154.86%4.52%-9.77%10.25%
20145.13%7.83%1.88%7.22%
20136.03%1.33%8.40%7.66%
201221.83%-12.03%1.18%-1.39%
20112.73%-1.19%-15.13%7.11%
20102.80%-10.22%13.79%9.04%
20099.43%16.10%17.46%9.10%
2008-14.08%5.13%-14.58%-23.41%
20071.40%8.40%5.27%-1.45%
200611.18%-8.13%6.44%8.24%
2005-6.97%1.99%9.39%3.40%
20042.75%-1.78%-11.98%16.91%
2003-4.46%16.19%9.36%11.31%
20020.66%-24.67%-24.84%16.59%
2001-19.86%10.12%-32.71%30.75%
200018.42%-12.73%-11.80%-23.77%
199911.17%55.43%無無
類別排名 (按總回報率)
年初至今56
1 個月12
3 個月56
1 年52
3 年28
5 年21
費用調整後回報率
1 年32.65%
3 年9.55%
5 年21.43%
10 年19.27%
