表現總覽
晨星回報評級無1
年初至今回報率4.75%
5 年平均回報率7.92%
上升年數16
下跌年數5
1 年最佳總回報率 (2023年9月28日)30.87%
1 年最差總回報 (2023年9月28日)無
3 年最佳總回報率30.87%
3 年最差總回報-4.14%
歷史回報 (%) 對基準
Time periods greater than 1 year are annualized.
回報WSHCX類別
年初至今4.75%14.84%
1 個月-3.74%1.65%
3 個月-1.50%7.55%
1 年15.66%40.47%
3 年10.78%16.77%
5 年7.92%16.15%
10 年9.54%13.21%
上一個牛市36.38%24.09%
上一個熊市-11.43%-17.61%
年度總回報 (%) 紀錄
年份WSHCX類別
2023無無
2022-9.14%無
202127.53%無
20206.93%15.83%
201924.62%28.78%
2018-3.71%-6.27%
201719.26%20.44%
201612.48%10.37%
2015-0.93%-1.07%
201410.33%10.96%
201330.87%31.50%
201211.61%14.96%
20116.16%-1.27%
201012.45%14.01%
200918.07%28.17%
2008-33.64%-37.79%
20073.14%6.16%
200617.03%14.17%
20052.70%5.88%
20049.01%10.02%
200324.76%27.05%
2002-15.56%-22.25%
2001無-13.50%
過去季度回報率 (%)
年份第 1 季第 2 季第 3 季第 4 季
20230.90%6.29%無無
2022-2.13%-11.43%-6.25%11.81%
20218.32%6.11%-0.63%11.66%
2020-21.69%16.26%5.63%11.19%
201910.14%3.87%1.43%7.40%
2018-1.61%2.44%5.56%-9.49%
20174.13%2.29%5.37%6.26%
20161.59%3.26%1.72%5.42%
20150.06%-1.39%-6.25%7.10%
20141.67%4.36%0.76%3.19%
20139.41%4.46%4.50%9.57%
20127.52%-0.77%4.43%0.16%
20116.05%1.51%-11.48%11.39%
20103.69%-10.49%11.83%8.34%
2009-13.37%12.73%12.64%7.32%
2008-8.16%-4.80%-4.68%-20.37%
20070.72%6.54%1.59%-5.39%
20064.19%0.48%5.34%6.12%
2005-1.64%1.19%1.77%1.40%
20041.43%1.16%0.06%6.18%
2003-5.12%15.72%1.03%12.48%
20023.42%-7.56%-18.08%7.83%
20013.86%-7.67%6.71%無
類別排名 (按總回報率)
年初至今86
1 個月43
3 個月81
1 年73
3 年23
5 年74
費用調整後回報率
1 年11.01%
3 年11.10%
5 年8.85%
10 年10.36%
