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Created with Highcharts 11.1.0Apr '24Jul '24Oct '24Jan '2520.0019.60

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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--
--
--
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Total Return (NAV)
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--
--
--
--
--
--
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Peer Group Rtn. (NAV)
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--
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--
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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
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--
--
--
--
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11.40%
9.32%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
5.15%
-24.31%
20.65%
15.42%
32.69%
-15.46%
9.56%
2.54%
5.70%
-23.27%
21.74%
22.25%
18.02%
-6.46%
19.86%
0.67%
-0.77%
-21.65%
23.34%
18.08%
12.33%
-16.36%
8.63%
1.80%
3.85%
-19.25%
11.23%
20.58%
27.98%
14.32%
31.15%
-17.93%
9.70%
As of February 21, 2025.

Asset Allocation

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

View Basic Info
Start Trial

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