Key Stats

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

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

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
28.54%
62.75%
27.80%
-34.14%
26.13%
-5.02%
3.44%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
3.78%
0.88%
41.80%
34.22%
-12.72%
-32.38%
18.32%
25.90%
-0.02%
-11.37%
31.18%
61.18%
-11.65%
-13.11%
-3.20%
-8.96%
1.12%
-4.88%
30.73%
35.09%
16.43%
-27.82%
27.03%
0.30%
5.55%
-21.77%
-28.52%
-11.63%
-21.66%
-60.16%
-21.53%
-24.12%
-6.62%
As of February 22, 2025.

Asset Allocation

Type % Net
Cash --
Stock --
Bond --
Convertible --
Preferred --
Other --
No Data Available
View Asset Allocation
Start Trial

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

Top Portfolio Holders