表現總覽
晨星回報評級無1
年初至今回報率6.24%
5 年平均回報率15.84%
上升年數19
下跌年數6
1 年最佳總回報率 (2024年4月29日)46.78%
1 年最差總回報 (2024年4月29日)無
3 年最佳總回報率46.78%
3 年最差總回報6.06%
歷史回報 (%) 對基準
超過 1 年的資料會按年計算。
回報VIGIX類別
年初至今10.91%12.38%
1 個月1.34%5.09%
3 個月10.91%10.28%
1 年38.83%41.70%
3 年10.92%22.56%
5 年17.92%21.98%
10 年15.07%15.99%
上一個牛市39.79%25.99%
上一個熊市-22.41%-17.29%
年度總回報 (%) 紀錄
年份VIGIX類別
2024無無
202346.78%無
2022-33.14%無
202127.27%無
202040.20%35.86%
201937.26%31.90%
2018-3.33%-2.09%
201727.81%27.67%
20166.13%3.23%
20153.33%3.60%
201413.62%10.00%
201332.41%33.92%
201217.04%15.34%
20111.89%-2.46%
201017.17%15.53%
200936.50%35.68%
2008-38.19%-40.67%
200712.73%13.35%
20069.16%7.05%
20055.24%6.71%
20047.34%7.81%
200326.09%28.66%
2002-23.58%-27.64%
2001-12.85%-22.30%
2000-22.12%-13.05%
199928.91%38.87%
1998無34.55%
過去季度回報率 (%)
年份第 1 季第 2 季第 3 季第 4 季
202410.91%無無無
202317.25%13.61%-3.69%14.41%
2022-10.29%-22.41%-3.79%-0.15%
20211.49%11.70%1.38%10.73%
2020-13.73%29.04%13.00%11.45%
201916.90%4.75%1.99%9.91%
20181.19%5.89%7.80%-16.31%
20179.61%4.69%4.86%6.23%
20160.35%1.02%5.14%-0.42%
20153.44%-0.22%-6.02%6.51%
20140.78%6.16%1.06%5.08%
20139.31%1.19%8.47%10.36%
201215.23%-3.85%6.79%-1.08%
20115.01%0.92%-13.34%10.95%
20104.90%-12.12%13.41%12.08%
2009-4.19%15.59%14.19%7.94%
2008-9.96%2.38%-12.00%-23.81%
20071.24%6.69%4.38%-0.02%
20063.37%-3.94%3.86%5.85%
2005-3.49%2.16%3.59%3.04%
20041.52%1.54%-4.85%9.44%
2003-0.82%11.54%3.27%10.37%
2002-0.85%-16.27%-14.04%7.08%
2001-17.46%7.69%-13.23%13.00%
20004.03%-1.39%-8.72%-16.83%
19996.92%3.95%-3.52%20.21%
1998-7.19%24.64%無無
類別排名 (按總回報率)
年初至今63
1 個月84
3 個月63
1 年45
3 年26
5 年14
費用調整後回報率
1 年38.83%
3 年10.92%
5 年17.92%
10 年15.07%
