Select area to zoom
Created with Highcharts 11.1.0Apr '24Jul '24Oct '24Jan '2548.0049.09

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
--
8.33%
10.83%
5.86%
-12.13%
3.89%
2.03%
1.83%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
1.12%
-1.47%
8.65%
10.97%
5.92%
-12.65%
3.37%
1.52%
2.05%
-1.53%
8.79%
11.41%
5.79%
-12.82%
2.98%
2.34%
1.98%
-7.00%
17.47%
24.87%
7.00%
-31.68%
0.97%
-4.80%
3.30%
-1.42%
8.52%
10.86%
5.86%
-12.02%
3.91%
1.95%
1.82%
As of February 16, 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

Top Portfolio Holders