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Created with Highcharts 11.1.0Apr '24Jul '24Oct '24Jan '2550.0063.89

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
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Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
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Basic Info

Investment Strategy
General
Security Type
Broad Asset Class
Broad Category
Global Peer Group
Peer Group
Global Macro
US Macro
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective
Fund Owner Firm Name
Broad Asset Class Benchmark Index

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-19.00%
27.45%
-7.30%
39.32%
-15.10%
-7.58%
18.57%
5.87%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
5.26%
-19.63%
29.78%
-8.66%
33.50%
-14.85%
5.31%
23.76%
5.61%
-6.90%
30.88%
-6.84%
36.16%
-8.63%
27.06%
15.70%
5.83%
-16.46%
22.84%
-10.78%
34.16%
-9.02%
-2.22%
14.47%
3.98%
-8.43%
22.10%
-8.89%
27.84%
-19.36%
6.04%
15.50%
2.90%
As of February 17, 2025.

Asset Allocation

Type % Net % Long % Short
Cash -- -- --
Stock -- -- --
Bond -- -- --
Convertible -- -- --
Preferred -- -- --
Other -- -- --
No Data Available

Basic Info

Investment Strategy
General
Security Type
Broad Asset Class
Broad Category
Global Peer Group
Peer Group
Global Macro
US Macro
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective
Fund Owner Firm Name
Broad Asset Class Benchmark Index

View Basic Info
Start Trial

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