香港股市 已收市

Wasatch Core Growth (WGROX)

Nasdaq - Nasdaq 延遲價格。貨幣為 USD。
加入追蹤清單
83.79+0.28 (+0.34%)
收市：08:01PM EDT

表現總覽

晨星回報評級無1
年初至今回報率-2.90%
5 年平均回報率9.81%
上升年數32
下跌年數5
1 年最佳總回報率 (2024年4月25日)45.16%
1 年最差總回報 (2024年4月25日)無
3 年最佳總回報率45.16%
3 年最差總回報3.75%

歷史回報 (%) 對基準

超過 1 年的資料會按年計算。
回報WGROX類別
年初至今4.46%12.40%
1 個月0.86%3.37%
3 個月4.46%4.88%
1 年28.00%55.69%
3 年3.38%19.34%
5 年12.97%20.72%
10 年12.11%13.98%
上一個牛市46.12%27.85%
上一個熊市-18.14%-24.06%

年度總回報 (%) 紀錄

年份
WGROX類別
2024
無無
2023
33.43%無
2022
-30.84%無
2021
21.03%無
2020
36.56%38.62%
2019
33.26%27.68%
2018
-3.58%-5.76%
2017
24.29%21.50%
2016
10.54%11.20%
2015
3.92%-2.41%
2014
6.10%2.44%
2013
30.18%40.91%
2012
19.19%13.15%
2011
5.09%-3.55%
2010
24.99%26.98%
2009
45.16%35.46%
2008
-44.34%-41.55%
2007
6.40%7.59%
2006
6.68%10.81%
2005
3.26%6.02%
2004
21.65%12.41%
2003
38.46%45.54%
2002
-22.89%-27.88%
2001
28.82%-8.91%
2000
37.39%-3.85%
1999
19.35%64.77%
1998
1.56%5.23%
1997
27.55%17.41%
1996
16.54%18.67%
1995
40.42%36.15%
1994
2.68%-0.52%
1993
11.12%17.36%
1992
4.72%10.95%
1991
40.80%57.25%
1990
10.32%-9.84%
1989
24.83%26.27%
1988
3.18%18.22%
1987
-4.19%-3.70%

過去季度回報率 (%)

年份第 1 季第 2 季第 3 季第 4 季
20244.46%無無無
20238.89%6.48%-1.76%17.15%
2022-15.92%-18.14%-5.82%6.68%
20215.58%8.60%-0.15%5.71%
2020-23.93%33.11%6.61%26.50%
201915.37%7.61%-1.31%8.76%
20184.13%6.65%6.77%-18.68%
20174.21%4.83%5.67%7.67%
2016-3.19%2.07%8.81%2.81%
20157.30%2.42%-8.15%2.95%
2014-1.10%1.94%-4.18%9.83%
20137.59%5.02%7.78%6.89%
201211.01%-1.87%5.13%4.08%
20116.66%3.60%-14.18%10.82%
20105.16%-5.25%9.19%14.89%
2009-8.33%29.50%14.92%6.40%
2008-14.66%-1.83%-8.94%-27.03%
20074.65%8.52%-4.93%-1.45%
20068.83%-8.03%0.69%5.85%
2005-4.12%6.56%-0.59%1.66%
20049.07%-1.32%-3.17%16.72%
2003-7.53%27.16%6.92%10.14%
200210.14%-9.24%-26.37%4.75%
20010.84%30.74%-16.62%17.19%
2000-1.54%10.02%13.68%11.56%
1999-5.52%15.63%-3.55%13.27%
199810.39%-0.58%-23.39%20.80%
1997-1.40%17.11%12.54%-1.86%
19969.09%2.64%-1.68%5.86%
199510.16%12.04%11.44%2.09%
1994-4.29%-5.66%12.00%1.54%
1993-1.54%3.84%5.87%2.67%
19922.56%-9.77%-0.87%14.16%
199125.80%-2.06%8.77%5.06%
19907.35%10.06%-17.59%13.30%
19896.39%10.43%8.78%-2.33%
19888.46%3.48%-3.36%-4.87%
198714.73%1.82%2.59%-20.06%

類別排名 (按總回報率)

年初至今84
1 個月90
3 個月84
1 年9
3 年14
5 年10

費用調整後回報率

1 年28.00%
3 年3.38%
5 年12.97%
10 年12.11%