Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of February 24, 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
-2.31%
14.30%
19.24%
6.54%
-1.95%
6.11%
18.49%
-8.37%
23.84%
17.74%
4.99%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
4.74%
0.04%
12.38%
14.78%
6.23%
-2.25%
5.82%
14.55%
-6.84%
20.06%
15.62%
3.90%
2.91%
9.04%
9.32%
5.76%
-1.90%
4.52%
10.11%
-4.99%
15.39%
12.83%
2.52%
--
16.92%
22.85%
4.43%
0.13%
6.91%
21.02%
-9.42%
23.87%
17.19%
4.44%
-4.24%
16.98%
25.18%
9.29%
-0.09%
8.16%
20.13%
-9.41%
21.09%
14.69%
5.18%
As of February 24, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
1.89%
9.01%
17.72%
24.29%
11.02%
13.49%
9.19%
7.33%
6.75%
7.77%
2.33%
8.39%
15.31%
23.86%
14.80%
17.55%
13.95%
9.96%
8.02%
10.32%
1.47%
7.28%
14.27%
20.34%
9.76%
11.32%
7.94%
6.58%
6.21%
7.06%
0.99%
5.09%
9.82%
15.04%
7.99%
8.51%
6.22%
5.42%
5.14%
5.77%
1.86%
8.33%
16.40%
23.65%
10.28%
13.72%
--
--
--
11.17%
1.88%
8.94%
15.47%
21.36%
9.35%
12.96%
9.89%
7.51%
7.12%
8.24%
As of February 24, 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
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--
--
--
--
As of January 31, 2021