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)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of February 25, 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
-6.79%
19.04%
38.53%
11.47%
-6.00%
17.08%
14.45%
-15.43%
20.24%
0.41%
9.48%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
2.19%
-4.66%
14.98%
32.96%
9.13%
-2.27%
20.58%
13.68%
-17.08%
29.23%
5.29%
7.23%
-2.71%
10.08%
25.67%
8.80%
-4.00%
18.50%
13.67%
-13.53%
30.00%
-1.74%
4.95%
--
16.49%
36.58%
10.64%
-6.31%
19.90%
16.08%
-15.19%
27.39%
4.95%
9.35%
-7.42%
9.93%
38.68%
9.43%
-3.55%
15.80%
19.16%
-12.91%
26.69%
1.18%
8.47%
As of February 25, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.62%
13.97%
33.61%
17.86%
4.29%
10.18%
8.62%
7.07%
8.33%
9.59%
-0.52%
5.92%
12.10%
24.61%
13.86%
16.70%
13.55%
9.78%
7.89%
10.23%
3.79%
9.78%
25.94%
18.50%
7.31%
11.47%
9.32%
--
--
11.47%
2.45%
8.28%
21.18%
8.91%
5.58%
10.26%
7.71%
7.18%
8.70%
10.66%
4.82%
12.48%
32.11%
22.48%
7.51%
12.65%
--
--
--
10.54%
3.54%
10.67%
27.55%
17.19%
6.73%
12.21%
9.04%
7.08%
8.44%
9.89%
As of February 25, 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
--
--
--
--
--
As of January 31, 2021