表現總覽
晨星回報評級無1
年初至今回報率0.37%
5 年平均回報率8.56%
上升年數17
下跌年數9
1 年最佳總回報率 (2024年4月29日)52.36%
1 年最差總回報 (2024年4月29日)無
3 年最佳總回報率52.36%
3 年最差總回報7.06%
歷史回報 (%) 對基準
超過 1 年的資料會按年計算。
回報WESCX類別
年初至今6.79%20.19%
1 個月3.86%0.02%
3 個月6.79%4.36%
1 年19.05%60.18%
3 年4.72%11.32%
5 年11.17%13.88%
10 年9.17%11.19%
上一個牛市60.16%27.98%
上一個熊市-14.22%-24.08%
年度總回報 (%) 紀錄
年份WESCX類別
2024無無
202312.63%無
2022-12.46%無
202129.98%無
202010.93%10.99%
201928.46%23.75%
2018-13.89%-12.72%
201715.63%12.28%
201631.15%20.78%
2015-4.71%-5.38%
2014-0.38%3.79%
201335.59%37.39%
20128.37%15.46%
2011-5.92%-4.07%
201031.02%25.61%
200952.36%31.80%
2008-42.86%-36.56%
20071.88%-1.10%
200622.44%15.03%
20059.61%6.75%
200414.27%18.94%
200324.11%43.41%
2002-29.96%-16.22%
2001-22.31%8.92%
2000-9.37%11.89%
199952.51%19.95%
199810.61%-3.03%
1997無26.36%
過去季度回報率 (%)
年份第 1 季第 2 季第 3 季第 4 季
20246.79%無無無
20231.03%4.42%-3.01%10.07%
2022-0.39%-14.22%-6.53%9.62%
202119.17%5.36%-2.98%6.70%
2020-35.70%24.90%0.65%37.22%
201914.85%2.57%-1.96%11.23%
2018-0.54%5.96%-0.09%-18.22%
20172.65%0.15%7.98%4.16%
20160.62%4.63%12.34%10.89%
20152.01%2.02%-10.56%2.38%
20140.56%2.35%-7.69%4.87%
201311.74%-0.45%11.91%8.93%
201210.48%-8.56%3.16%3.98%
201111.03%-3.98%-24.90%17.50%
20109.88%-10.77%11.24%20.13%
2009-13.31%32.14%25.95%5.60%
2008-10.59%0.16%-4.84%-32.94%
20075.36%5.50%-2.35%-6.14%
200614.20%-2.23%-1.81%11.68%
2005-1.83%2.64%7.63%1.06%
2004-4.50%3.10%1.23%14.65%
2003-6.40%12.95%5.41%11.37%
2002-1.81%-9.91%-19.20%-2.00%
2001-23.42%9.49%-21.66%18.28%
20007.35%-0.22%-2.21%-13.47%
1999-3.89%23.21%4.28%23.50%
199813.91%-7.09%-18.81%28.71%
199718.11%-4.19%無無
類別排名 (按總回報率)
年初至今34
1 個月46
3 個月34
1 年53
3 年36
5 年20
費用調整後回報率
1 年19.05%
3 年4.72%
5 年11.17%
10 年9.17%
