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 February 26, 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
12.90%
8.95%
-0.87%
30.93%
1.12%
10.78%
14.35%
-18.10%
34.89%
-12.49%
7.94%
-5.54%
15.83%
26.68%
4.94%
-0.87%
7.51%
22.40%
-8.71%
27.67%
15.90%
1.54%
16.03%
13.15%
-3.47%
35.19%
11.37%
3.17%
3.91%
3.94%
24.47%
-6.65%
3.98%
-14.32%
36.47%
-11.04%
21.80%
5.85%
3.44%
13.91%
-8.90%
44.44%
-0.82%
7.04%
6.12%
28.70%
-0.04%
37.58%
8.84%
7.90%
11.75%
-11.10%
54.65%
-9.22%
6.26%
--
--
--
--
--
--
--
--
30.19%
-7.22%
5.08%
As of February 26, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.44%
10.54%
23.00%
-4.10%
5.63%
7.04%
7.47%
3.93%
--
7.08%
-0.87%
5.58%
12.19%
22.67%
10.06%
14.00%
9.50%
7.12%
6.41%
7.77%
2.86%
5.57%
16.88%
-7.38%
11.66%
7.08%
9.34%
--
--
6.82%
2.73%
11.45%
15.08%
5.19%
13.41%
11.58%
8.80%
7.96%
10.25%
9.84%
4.30%
6.86%
21.74%
4.44%
12.75%
11.72%
11.42%
6.78%
--
9.48%
3.29%
5.11%
15.50%
-2.85%
--
--
--
--
--
10.05%
As of February 26, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
--
--
--
--
--
As of January 31, 2021