Performance Versus Category

 
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)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of April 16, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
6.77%
11.66%
5.75%
1.90%
-5.03%
13.41%
6.07%
-2.02%
14.09%
4.48%
1.06%
7.84%
4.21%
-2.02%
5.97%
0.55%
2.65%
3.54%
0.01%
8.72%
7.51%
-2.56%
--
--
6.55%
-1.28%
-6.28%
14.22%
5.26%
-0.27%
9.49%
5.82%
2.62%
--
--
--
0.33%
-3.76%
12.54%
5.11%
0.02%
9.93%
3.16%
2.09%
--
11.34%
7.72%
-0.12%
-4.61%
14.96%
5.75%
-0.72%
10.22%
3.27%
2.10%
--
--
7.91%
-2.37%
-6.25%
13.86%
8.97%
-3.79%
13.47%
6.67%
0.63%
As of April 16, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.54%
1.28%
5.55%
13.51%
5.59%
6.44%
5.27%
--
--
5.38%
0.75%
-1.82%
-1.92%
-0.22%
5.02%
3.19%
3.47%
4.39%
4.59%
5.14%
1.29%
2.50%
7.71%
17.44%
5.43%
6.69%
--
--
--
4.53%
1.23%
2.21%
6.44%
13.85%
4.63%
5.82%
--
--
--
4.07%
1.27%
2.20%
7.28%
16.60%
4.49%
6.15%
--
--
--
5.03%
1.18%
0.99%
6.28%
17.17%
4.99%
6.42%
--
--
--
5.21%
As of April 16, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of March 31, 2021