香港股市 已收市

Vanguard Total Stock Mkt Idx Inv (VTSMX)

Nasdaq - Nasdaq 延遲價格。貨幣為 USD。
加入追蹤清單
126.59+0.18 (+0.14%)
收市:06:46PM EDT

表現總覽

晨星回報評級無1
年初至今回報率9.82%
5 年平均回報率14.35%
上升年數24
下跌年數7
1 年最佳總回報率 (2024年3月26日)33.35%
1 年最差總回報 (2024年3月26日)
3 年最佳總回報率33.35%
3 年最差總回報6.87%

歷史回報 (%) 對基準

超過 1 年的資料會按年計算。
回報VTSMX類別
年初至今6.56%14.84%
1 個月5.40%1.65%
3 個月12.21%7.55%
1 年28.51%40.47%
3 年9.61%16.77%
5 年13.73%16.15%
10 年11.86%13.21%
上一個牛市41.20%24.09%
上一個熊市-16.87%-17.61%

年度總回報 (%) 紀錄

年份
VTSMX類別
2023
25.89%
2022
-19.60%
2021
25.59%
2020
20.87%15.83%
2019
30.65%28.78%
2018
-5.26%-6.27%
2017
21.05%20.44%
2016
12.53%10.37%
2015
0.29%-1.07%
2014
12.43%10.96%
2013
33.35%31.50%
2012
16.25%14.96%
2011
0.96%-1.27%
2010
17.09%14.01%
2009
28.70%28.17%
2008
-37.04%-37.79%
2007
5.49%6.16%
2006
15.51%14.17%
2005
5.98%5.88%
2004
12.52%10.02%
2003
31.35%27.05%
2002
-20.96%-22.25%
2001
-10.97%-13.50%
2000
-10.57%-6.31%
1999
23.81%20.16%
1998
23.26%22.39%
1997
30.99%28.37%
1996
20.96%20.76%
1995
35.79%32.35%
1994
-0.17%-0.93%
1993
10.62%10.21%
1992
7.00%

過去季度回報率 (%)

年份第 1 季第 2 季第 3 季第 4 季
20237.12%8.40%-3.33%12.14%
2022-5.48%-16.87%-4.48%7.12%
20216.41%8.25%-0.08%9.12%
2020-20.89%22.06%9.18%14.65%
201914.00%4.05%1.08%8.97%
2018-0.63%3.88%7.06%-14.28%
20175.76%3.01%4.52%6.31%
20160.90%2.66%4.38%4.08%
20151.76%0.08%-7.29%6.23%
20142.00%4.83%-0.06%5.21%
201310.99%2.74%6.26%10.05%
201212.91%-3.21%6.21%0.15%
20116.34%-0.02%-15.26%12.07%
20106.00%-11.32%11.57%11.66%
2009-10.73%16.95%16.46%5.85%
2008-9.50%-1.56%-8.54%-22.73%
20071.35%6.04%1.51%-3.31%
20065.37%-1.99%4.50%7.04%
2005-2.40%2.18%4.01%2.17%
20042.58%1.28%-1.82%10.31%
2003-3.14%16.46%3.60%12.40%
20020.97%-12.69%-16.84%7.82%
2001-12.27%7.47%-15.93%12.32%
20003.84%-4.39%0.27%-10.17%
19993.71%7.88%-6.42%18.26%
199813.28%1.84%-12.07%21.51%
19970.65%16.81%9.75%1.52%
19965.52%4.25%2.81%6.96%
19959.15%9.23%8.94%4.54%
1994-3.71%-0.90%5.62%-0.95%
19933.98%0.73%3.66%1.90%
19922.99%7.10%

類別排名 (按總回報率)

年初至今56
1 個月34
3 個月37
1 年46
3 年71
5 年47

費用調整後回報率

1 年28.51%
3 年9.61%
5 年13.73%
10 年11.86%