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Created with Highcharts 11.1.0Apr '24Jul '24Oct '24Jan '25200.00218.13

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
-6.48%
62.43%
52.73%
44.09%
-35.09%
67.13%
12.92%
1.23%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
3.53%
-4.62%
48.21%
38.73%
26.89%
-39.83%
67.02%
7.32%
5.68%
6.17%
19.25%
52.55%
6.55%
-45.54%
51.48%
30.35%
8.11%
-14.47%
61.77%
46.06%
36.04%
-33.89%
54.40%
7.58%
0.99%
--
47.99%
42.13%
35.18%
-28.79%
39.88%
50.54%
1.44%
As of February 03, 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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