香港股市 將在 3 小時 3 分鐘 開市

Weitz Large Cap Equity-Investor Cl (WVALX)

Nasdaq - Nasdaq 延遲價格。貨幣為 USD。
加入追蹤清單
53.56+0.11 (+0.21%)
收市：06:11PM EDT

表現總覽

晨星回報評級無1
年初至今回報率3.63%
5 年平均回報率11.69%
上升年數27
下跌年數10
1 年最佳總回報率 (2024年6月6日)34.13%
1 年最差總回報 (2024年6月6日)無
3 年最佳總回報率34.13%
3 年最差總回報2.49%

歷史回報 (%) 對基準

超過 1 年的資料會按年計算。
回報WVALX類別
年初至今2.58%5.31%
1 個月1.65%-4.19%
3 個月-2.86%3.90%
1 年19.80%20.31%
3 年4.13%6.48%
5 年12.20%11.78%
10 年8.83%10.96%
上一個牛市24.54%25.56%
上一個熊市-16.05%-15.11%

年度總回報 (%) 紀錄

年份
WVALX類別
2024
無無
2023
29.62%22.32%
2022
-22.76%-16.96%
2021
26.78%26.07%
2020
18.43%15.83%
2019
34.13%28.78%
2018
-4.87%-6.27%
2017
15.55%20.44%
2016
2.88%10.37%
2015
-4.47%-1.07%
2014
9.54%10.96%
2013
31.75%31.50%
2012
13.17%14.96%
2011
6.12%-1.27%
2010
19.94%14.01%
2009
27.62%28.17%
2008
-40.74%-37.79%
2007
-10.35%6.16%
2006
21.85%14.17%
2005
-2.77%5.88%
2004
15.74%10.02%
2003
28.73%27.05%
2002
-17.10%-22.25%
2001
0.24%-13.50%
2000
19.62%-6.31%
1999
20.97%20.16%
1998
28.95%22.39%
1997
38.93%28.37%
1996
18.70%20.76%
1995
38.37%32.35%
1994
-9.82%-0.93%
1993
20.01%無
1992
13.60%無
1991
27.62%無
1990
-5.16%無
1989
22.06%無
1988
16.44%無
1987
-0.61%無
1986
無無

過去季度回報率 (%)

年份第 1 季第 2 季第 3 季第 4 季
20247.74%無無無
20236.01%12.28%-1.76%10.86%
2022-8.00%-16.05%-7.17%7.72%
20217.38%9.19%2.41%5.59%
2020-18.98%19.11%11.46%10.11%
201915.32%7.54%1.36%6.71%
20180.61%2.55%5.52%-12.62%
20176.43%2.06%3.29%2.99%
2016-0.29%-0.47%2.43%1.20%
20153.60%-1.64%-7.07%0.88%
20142.99%2.35%-0.09%4.01%
201313.39%3.96%2.74%8.78%
20129.50%-1.17%4.51%0.06%
20115.69%0.84%-10.68%11.47%
201010.20%-8.88%8.90%9.68%
2009-9.33%16.90%16.60%3.27%
2008-12.46%-7.39%-2.86%-24.75%
2007-0.42%4.52%-7.72%-6.65%
20062.57%2.56%4.81%10.52%
2005-4.14%1.90%-3.23%2.85%
20045.59%-1.20%2.31%8.44%
2003-3.83%19.47%0.62%11.35%
2002-0.12%-12.46%-14.89%11.39%
2001-1.39%6.80%-11.08%7.04%
2000-3.23%1.80%10.34%10.06%
19996.71%9.23%-2.87%6.84%
199816.54%6.20%-7.31%12.40%
19971.94%14.12%10.97%7.62%
19965.88%4.27%1.18%6.27%
19957.76%11.31%10.77%4.14%
1994-6.67%0.89%0.84%-5.02%
19936.81%1.52%6.95%3.49%
19922.58%1.78%0.37%8.40%
199114.44%0.18%6.08%4.94%
1990-3.66%4.71%-9.65%4.05%
19897.29%8.20%5.23%-0.09%
19888.45%4.45%2.29%0.49%
19874.25%-0.14%2.98%-7.28%
19861.08%0.49%無無

類別排名 (按總回報率)

年初至今97
1 個月97
3 個月99
1 年85
3 年91
5 年82

費用調整後回報率

1 年19.80%
3 年4.13%
5 年12.20%
10 年8.83%