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
0.05%
17.71%
35.04%
14.41%
1.14%
10.71%
21.18%
-4.07%
32.82%
26.11%
2.12%
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
2.19%
1.60%
16.11%
32.65%
13.41%
1.07%
11.66%
22.03%
-4.46%
31.39%
21.05%
2.14%
2.00%
15.73%
32.06%
13.50%
1.22%
11.76%
21.65%
-4.55%
31.32%
18.14%
2.18%
1.11%
16.53%
33.63%
12.64%
0.48%
12.77%
21.13%
-5.14%
30.88%
20.99%
3.18%
-0.52%
17.84%
37.09%
15.85%
1.27%
10.34%
24.19%
-3.38%
33.96%
22.66%
1.29%
As of February 25, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-1.04%
6.86%
14.52%
31.75%
16.65%
18.36%
14.49%
10.02%
7.67%
6.29%
-0.52%
5.92%
12.10%
24.61%
13.86%
16.70%
13.55%
9.78%
7.89%
10.23%
-0.66%
6.10%
13.13%
26.74%
14.62%
17.25%
13.68%
10.05%
--
9.87%
-0.50%
5.85%
12.00%
24.39%
13.69%
16.50%
13.35%
9.59%
7.68%
7.17%
-0.30%
7.56%
16.09%
28.35%
14.68%
17.37%
13.60%
10.08%
--
8.61%
-1.54%
5.88%
11.75%
27.26%
15.95%
18.57%
14.73%
9.64%
7.47%
6.36%
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