Price Chart

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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Total Return (NAV)
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Peer Group Rtn. (NAV)
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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
-10.70%
23.39%
7.69%
13.69%
-6.01%
2.45%
4.20%
4.28%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
5.26%
-7.79%
26.09%
10.84%
17.61%
-1.80%
2.37%
13.32%
4.62%
-8.07%
27.43%
10.15%
17.20%
-0.83%
-0.83%
12.19%
2.54%
-8.49%
26.83%
11.02%
17.46%
-1.72%
2.30%
13.30%
4.61%
-13.83%
28.12%
32.64%
17.31%
3.58%
-2.81%
5.28%
3.11%
As of February 15, 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

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