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 26, 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
-6.56%
19.34%
38.88%
11.85%
-5.67%
17.62%
14.82%
-15.05%
20.68%
0.87%
8.97%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
1.72%
-6.31%
10.51%
32.42%
14.35%
-6.84%
15.70%
12.35%
-19.84%
27.50%
1.50%
7.08%
-4.24%
14.21%
30.02%
11.30%
-3.92%
16.20%
6.68%
-14.84%
22.46%
2.37%
6.75%
-6.20%
12.85%
28.52%
6.43%
-0.48%
18.11%
16.58%
-15.83%
28.68%
-0.65%
8.09%
-3.09%
16.06%
33.51%
6.29%
-4.94%
20.70%
11.64%
-13.13%
28.57%
0.30%
4.51%
As of February 26, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
5.23%
13.56%
33.99%
19.80%
4.34%
10.42%
8.94%
7.37%
8.50%
9.88%
-0.83%
5.42%
10.45%
24.50%
13.24%
16.64%
13.49%
9.75%
7.77%
10.21%
4.61%
9.56%
23.27%
16.12%
3.84%
8.84%
7.23%
5.77%
7.04%
9.51%
2.83%
9.68%
26.18%
17.78%
4.28%
8.52%
7.29%
5.54%
6.75%
9.95%
4.89%
11.59%
30.83%
19.64%
5.33%
11.42%
8.22%
--
--
7.34%
1.97%
5.56%
18.66%
12.38%
5.14%
10.81%
8.55%
--
--
7.04%
As of February 26, 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