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 January 15, 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
10.04%
13.75%
45.57%
12.74%
-4.34%
12.88%
17.75%
-10.52%
34.09%
8.45%
5.36%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
0.39%
8.06%
9.94%
29.64%
9.82%
0.11%
16.37%
28.08%
-3.74%
25.01%
9.61%
0.80%
9.44%
12.74%
27.34%
14.24%
-1.39%
15.51%
18.22%
-5.79%
28.91%
4.57%
0.84%
14.41%
9.10%
22.65%
13.18%
2.63%
20.70%
12.02%
-5.96%
24.40%
-4.40%
2.57%
8.99%
11.25%
26.76%
15.87%
1.21%
19.89%
12.52%
-3.48%
26.57%
-0.07%
1.54%
As of January 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
7.71%
23.51%
30.51%
12.85%
9.14%
14.83%
13.29%
--
--
9.53%
2.12%
8.62%
17.76%
16.66%
12.74%
17.23%
13.60%
9.68%
7.50%
10.21%
2.06%
8.64%
15.77%
8.49%
8.44%
16.63%
12.67%
9.73%
7.95%
8.43%
1.70%
9.09%
14.90%
4.49%
7.64%
13.42%
11.82%
--
--
8.35%
2.30%
14.07%
19.26%
-1.37%
4.08%
9.93%
10.68%
--
--
6.89%
1.81%
9.30%
15.31%
0.77%
7.20%
12.11%
11.52%
9.83%
--
9.69%
As of January 15, 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 December 31, 2020