表現總覽
晨星回報評級★★★
年初至今回報率8.66%
5 年平均回報率11.29%
上升年數17
下跌年數3
1 年最佳總回報率 (2019年2月3日)35.32%
1 年最差總回報 (2019年2月3日)-38.94%
3 年最佳總回報率35.32%
3 年最差總回報-7.31%
歷史回報 (%) 對基準
超過 1 年的資料會按年計算。
回報WLGBX類別
年初至今28.53%12.38%
1 個月2.42%5.09%
3 個月5.45%10.28%
1 年33.40%41.70%
3 年29.17%22.56%
5 年19.49%21.98%
10 年17.35%15.99%
上一個牛市26.37%25.99%
上一個熊市-15.20%-17.29%
年度總回報 (%) 紀錄
年份WLGBX類別
2021無無
202029.64%35.86%
201935.32%31.90%
20181.15%-2.09%
201727.95%27.67%
20160.16%3.23%
20155.86%3.60%
201410.37%10.00%
201334.20%33.92%
20129.42%15.34%
20110.87%-2.46%
201012.67%15.53%
200922.95%35.68%
2008-38.94%-40.67%
200727.73%13.35%
20062.10%7.05%
200513.28%6.71%
20044.75%7.81%
200327.01%28.66%
2002-21.09%-27.64%
2001-24.49%-22.30%
2000無-13.05%
過去季度回報率 (%)
年份第 1 季第 2 季第 3 季第 4 季
20211.18%13.23%0.94%無
2020-13.39%25.19%10.62%8.09%
201915.66%6.65%1.69%7.88%
20183.87%5.73%8.34%-14.99%
20178.56%3.58%7.49%5.87%
2016-3.79%-0.98%6.68%-1.44%
20154.98%-0.06%-5.76%7.07%
2014-0.54%4.51%1.42%4.69%
20138.45%0.44%10.80%11.19%
201214.09%-7.20%4.73%-1.33%
20114.53%0.83%-13.73%10.93%
20103.63%-12.23%11.45%11.14%
2009-5.56%10.87%11.19%5.60%
2008-11.65%-0.58%-11.92%-21.07%
20071.68%5.51%15.58%3.01%
20063.24%-2.12%-3.02%4.18%
2005-2.92%5.23%4.33%6.28%
2004-0.11%1.13%-5.38%9.59%
20030.43%11.16%2.83%10.64%
20022.61%-12.82%-14.58%3.26%
2001-19.18%2.75%-18.45%11.50%
2000-6.69%無無無
類別排名 (按總回報率)
年初至今16
1 個月27
3 個月37
1 年43
3 年44
5 年43
費用調整後回報率
1 年34.96%
3 年25.68%
5 年23.25%
10 年16.99%
