表現總覽
晨星回報評級無1
年初至今回報率16.10%
5 年平均回報率16.83%
上升年數22
下跌年數7
1 年最佳總回報率 (2024年5月16日)65.51%
1 年最差總回報 (2024年5月16日)無
3 年最佳總回報率65.51%
3 年最差總回報2.11%
歷史回報 (%) 對基準
超過 1 年的資料會按年計算。
回報VCSTX類別
年初至今8.39%12.31%
1 個月-5.11%6.23%
3 個月4.09%8.63%
1 年41.35%53.90%
3 年2.57%27.50%
5 年14.16%28.80%
10 年16.71%18.74%
上一個牛市38.56%24.03%
上一個熊市-24.02%-20.41%
年度總回報 (%) 紀錄
年份VCSTX類別
2024無無
202355.79%無
2022-39.00%無
202112.01%無
202056.82%55.91%
201939.47%37.49%
2018-1.48%-3.21%
201741.32%35.35%
20167.33%10.84%
20157.88%5.21%
201414.43%12.55%
201342.49%35.45%
201212.14%13.08%
2011-5.99%-7.62%
201022.09%20.00%
200965.51%61.99%
2008-45.99%-45.33%
200717.69%16.12%
20065.85%7.08%
20053.33%5.76%
20040.79%4.24%
200351.47%55.77%
2002-40.21%-42.86%
2001-41.18%-36.89%
2000-34.13%-31.36%
1999100.95%129.22%
199842.13%51.99%
19972.61%11.81%
199613.81%19.91%
199561.66%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
202414.23%無無無
202321.43%13.53%-3.94%17.65%
2022-13.54%-24.02%-5.80%-1.42%
20211.83%8.67%-2.05%3.35%
2020-12.16%34.34%12.04%18.62%
201922.23%4.41%-1.93%11.44%
20187.16%5.68%4.99%-17.13%
201713.82%6.96%8.41%7.08%
2016-2.57%1.64%12.37%-3.56%
20153.15%2.08%-7.52%10.79%
20142.70%5.30%1.77%3.97%
20137.40%4.85%14.40%10.61%
201219.77%-9.14%4.76%-1.63%
20117.17%-1.34%-15.52%5.24%
20103.20%-10.18%17.42%12.18%
20095.29%23.21%17.57%8.52%
2008-15.03%4.88%-16.79%-27.16%
20070.56%10.83%7.83%-2.07%
20065.25%-10.14%4.39%7.21%
2005-6.65%3.28%5.54%1.55%
2004-3.00%2.82%-11.59%14.31%
20031.34%20.71%8.20%14.44%
2002-7.51%-27.31%-25.33%19.11%
2001-37.73%16.93%-40.15%34.98%
200011.39%-13.03%-0.26%-31.83%
199912.27%16.23%8.08%42.47%
199814.46%1.39%-17.28%48.04%
1997-13.20%18.99%13.63%-12.56%
19962.73%3.03%7.57%-0.03%
199510.50%22.50%15.98%2.98%
199419.96%10.54%無無
類別排名 (按總回報率)
年初至今21
1 個月38
3 個月32
1 年29
3 年52
5 年43
費用調整後回報率
1 年41.35%
3 年2.57%
5 年14.16%
10 年16.71%
