Select area to zoom
Created with Highcharts 11.1.0Apr '24Jul '24Oct '24Jan '2530.0028.89

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- -- -- --
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
Upgrade Upgrade -- Upgrade

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

Performance Versus Peer Group

 
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)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
-1.79%
14.68%
10.30%
-1.35%
-15.69%
8.80%
2.58%
1.32%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
1.25%
1.12%
--
14.86%
9.88%
-2.23%
-15.73%
8.43%
1.97%
1.38%
-2.31%
14.60%
9.31%
-1.41%
-15.68%
8.58%
2.14%
1.30%
-2.21%
13.99%
9.44%
-1.34%
-15.30%
8.71%
2.56%
1.28%
-2.99%
14.79%
9.71%
-1.19%
-14.97%
9.13%
2.47%
1.37%
As of February 17, 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

Top Portfolio Holders